Fractional CFO
for mission-driven businesses
With a fractional CFO in your back pocket, your business can thrive—without you working harder…
Overcome financial challenges and make informed decisions for the future. Discover cost-savings and profit-generating opportunities you’ve never thought about. Generate more profit with a strategic vision plan from a financial expert.
All businesses need the strategic and financial guidance of a CFO. But not all businesses can afford one.
As the business owner, you’re the de facto CFO. And the hard truth is, you might not be doing the best job. That’s okay.
We’re not judging. And you didn’t go into business to become your own CFO.
You went into business because you had a vision.
And now that your business has grown, you need the expertise of a CFO to help you achieve that vision.
You might be struggling with…
Profitability and cash flow. This is the foundation of your business, and without it, you won’t be in business for long.
Employee retention. You know hiring quality talent is necessary to grow your business, but it’s expensive and time-consuming. And unfortunately, your hires aren’t sticking around.
Decision-making. You’re making decisions based on gut feelings rather than on concrete numbers and metrics. You need clear insight to make more impactful decisions.
Financial clarity. Your business has a lot of moving parts, and it can be difficult to understand how one financial decision has a trickle effect on different aspects of the business.
Analysis paralysis. You’re wearing all the hats, and you’re exhausted. You need to know where to direct your focus and how to analyze all the different components of possible scenarios.
In short, you need a CFO. But you don’t want the burden of hiring for a full-time role.
That’s where we come in.
We are Fractional CFOs for mission-driven business owners who want clarity.
We’re passionate about helping businesses achieve their financial goals.
Overcome financial challenges and achieve your desired growth.
Increase profitability and cash flow with optimized strategies and the right systems.
Find out where there are opportunities to raise capital so the business can expand.
Navigate audits with confidence and clarity rather than fear and uncertainty.
Leverage increased visibility and insights to help you and your managers make informed decisions.
What is a Fractional CFO?
A Fractional CFO is a part-time CFO for companies who want to use the services of a strategic financial professional without the commitment or costs of a full-time hire. Unlike a full-time CFO, who oversees and maintains all general financial strategy, or an interim CFO, who performs CFO duties before or between CFO hires, a Fractional CFO’s duties are usually on a project basis.
Bringing in a fractional CFO is a cost-effective way for your company to benefit from the experience and expertise of a premium CFO. A CFO translates your company’s numbers and metrics into visible insights that the entire management team can use to make strategic, significant decisions. With a Fractional CFO, you’ll finally know you and your team are making the right choices for your business.
Fractional CFO Services
Ascent Level
At the Ascent Level, we act as your fractional Controller or Accounting Manager. The Ascent Level may include services such as:
Separating business and personal finances
Project manager
Accounting and financial statements activities
Business optimization
Banking relationship evaluation
External auditor support and review
Accounting system/ERP analysis
Peak Level
At the Peak Level, we act as your fractional CFO, Treasurer, or Strategy Officer. The Peak Level may include services such as:
Strategic planning
Leadership and team development
Capital and cash flow planning
Financial modeling
Financial performance analysis
M&A activities and valuation analysis
Credit/debt analysis
Third-party meeting and presentation support
These services are only a sample of the fractional CFO services we offer our business clients. If the support you’re looking for is not listed, please contact us to find out how we can help. Every engagement is customized to meet the right approach for your company’s goals and budget.
Rocky Coppola
MBA, CPA, ChFC®, CGMA, FLMI
Rocky Coppola is passionate about helping individuals, couples, and businesses achieve their financial goals.
Prior to founding Peak Financial Coaching, Rocky spent over 35 years in the corporate world with over 30 of those years in financial services in senior-level roles such as CFO, Senior Vice-President of Finance, Controller, and Head of Financial Planning and Analysis. Rocky has also successfully coached individuals and couples through their personal financial journey through Peak Financial Coaching, his personal financial coaching operation.
Rocky’s senior-level finance experience and unique blend of strategic financial planning and extensive operational experience have equipped him to provide top-of-class Fractional CFO support to any size business to develop and execute their strategy.
Known for taking complex topics, making them understandable, and enhancing a business’s ability to execute, Rocky has been recognized for this skill on numerous occasions by his prior CEOs and various Boards of Directors.