Your Strategic Partner in Tech Finance
At the Fractional CFO Agency, we understand the fast-paced, ever-evolving nature of the tech industry. Managing finances, scaling operations, and driving profitability requires more than just basic bookkeeping or financial advice. You need strategic guidance from seasoned experts who understand the unique challenges of tech startups and scale-ups. That’s where we come in.
Why the Fractional CFO Agency?
A full-time CFO might not be feasible or necessary for your current stage of growth. With the Fractional CFO Agency, you get the best of both worlds: access to high-level financial expertise without the long-term commitment or high costs of a full-time hire. Whether you're navigating investor relations, financial forecasting, or operational scaling, our fractional CFO services empower you with the insights and support to make informed decisions and optimize your financial strategy.
Our Services
Strategic Financial Planning
Develop long-term financial strategies that align with your business goals and growth trajectory.
Cash Flow Management
Ensure your business has the liquidity it needs to scale and thrive.
Budgeting & Forecasting
Build dynamic financial models that help you anticipate market changes and respond quickly.
Fundraising & Investor Relations
Secure the capital you need to grow while building confidence with investors.
Operational Efficiency
Streamline financial processes, optimize margins, and drive profitability.
Who We Help?
Our Fractional CFO services are tailored for tech companies of all sizes located in the US & Canada, from pre-revenue startups to established businesses looking to scale. We specialize in helping high-growth companies in fintech, AI, and other innovative industries stay ahead of the curve.
Why Choose a Fractional CFO?
Tech-Savvy Expertise: Our team brings years of experience working with tech companies, so we understand your challenges and opportunities.
Tailored Solutions: We don’t believe in one-size-fits-all. We’ll craft a custom financial strategy based on your specific needs and growth stage.
Flexible & Scalable: Whether you need us a few hours a week or full-time support during a funding round, we’re here to adapt to your business.
Client Testimonials
"We couldn't get past the 2 million dollar mark, no matter how hard we tried. I was referred to Melissa at a time where I was just done running. Her confident and calm manner immediately put me at ease. She devised a plan and got to know my goals, my business and my numbers. After two sessions I completely understood the shortcomings my business was making and had a new plan in place to escape the hamster wheel."
☆☆☆☆☆
Megan Metzger
Owner, Preferred Childcare
“Coaching with Melissa really gave me the boost I needed to get started on my business. Melissa is supportive and help me to come out of challenges with success. Her care and professionalism made the process exciting while learning a lot from our time together. I would recommend her services to who want to achieve.”
☆☆☆☆☆
Simara De Oliveira
Founder, Simara+Co Creative
"With Melissa's help, we learned how to plan our inventory and manage cash while turning a profit and paying down debt! Your approach helped simplify things for me in a way I could understand for the first time as a business owner. That knowledge has been a very powerful motivator in wanting to get things on track to profitability and success for my business. As someone who was full of fear and doubt before we started working together, you made me feel worthy of success and gave me a tremendous amount of confidence to keep striving for more." ☆☆☆☆☆
Sarah Beth Davis
Owner, Wynnie’s Boutique
Take the 1st Step
Toward Financial Excellence
YOUR BUSINESS DESERVES THE FINANCIAL CLARITY AND STRATEGY THAT WILL PROPEL IT FORWARD.
Contact the Fractional CFO Agency today to learn how our fractional CFO services can HELP YOUR TECH COMPANY SCALE FASTER, SMARTER, and MORE PROFITABLY.