Strategic CFO Services
Expert Financial Support for Better Business Decisions
Strategic CFO services provide business owners with experienced financial leadership to support better decision-making at every stage of growth. With experience across a wide range of industries, this work is grounded in real-world operating conditions—not theory. Whether you are an established solopreneur generating consistent revenue or a growing organization with a multi-person team, my Strategic CFO service can help your business achieve sustainable profitability while bringing clarity, structure, and confidence to your financial decisions.
My Strategic CFO services are built for business owners who need financial strategy, not just spreadsheets. I ground every recommendation in real data—through tools like comprehensive financial assessments, profitability and margin reviews, and cash runway analysis—but I communicate those insights in clear, relatable terms. You’ll always understand what the numbers mean, why they matter, and how to act on them.
Whether you are considering a major business change—such as significantly growing revenue, adding a location, transitioning your business model, or positioning your company for a future sale—or you simply want to increase the profitability of your existing business, Strategic CFO services can help you get there with clarity and confidence.
How We Work Together
We offer two levels of Strategic CFO support based on the needs of your business.
CFO Strategic Planning
Starting at $15,000 / year.
For business owners who want CFO-level clarity delivered through annual strategic planning.
The CFO Strategic Blueprint is designed to provide high-impact financial clarity through a focused, annual engagement. We conduct a comprehensive financial assessment, review profitability and margins, evaluate cash flow and runway, and identify key inefficiencies or financial drag. From there, we build a forward-looking financial strategy aligned with your goals, capacity, and operating reality. You’ll walk away with a clear financial roadmap, actionable priorities, and the confidence to make informed decisions throughout the year.
Ongoing CFO Partnership
Starting at $30,000 / year.
For business owners navigating growth, change, or increasing complexity—and who want a CFO-level partner at the table..
As your business grows, hires, invests, restructures, or explores new opportunities, Ongoing CFO Partnership helps you evaluate financial impact before decisions are made. We monitor financial performance throughout the year, update forecasts and models, assess financial capacity, and adjust strategy as conditions change. You gain consistent visibility into cash flow, profitability, and risk—along with a trusted advisor who helps translate financial insight into confident, timely action.
Best for: businesses that have moved beyond annual planning and need ongoing strategic financial leadership.
Not sure which level is right for you?
The Strategic CFO Consultation is designed to help you find the right fit and clarify the most appropriate level of engagement.
How to Get Started
Every potential Strategic CFO relationship begins with a brief consultation request.
You’ll share some initial information about your business, current financial priorities, and the decisions you are navigating. This helps us understand your needs and prepare for a focused, useful conversation.
If the service appears potentially aligned, we’ll invite you to a Strategic CFO Consultation to:
Explore how your business operates and and where financial clarity is most needed.Discuss whether CFO-level strategic support would be helpful at this stage. Determine the potential level of engagement, if any.
Because this work is highly strategic and hands-on, we work with a limited number of Strategic CFO clients at a time. We’re currently considering new engagements for late October and beyond. Not every consultation request will result in an invitation, but we will respond either way. If you’re planning ahead, we encourage you to start the conversation now.
Strategic CFO FAQs
What is a Fractional CFO? And how do they work with businesses?
A Fractional CFO is a Chief Financial Officer who provides senior-level financial leadership on a part-time basis—without the cost or commitment of a full-time executive.
Unlike traditional accounting or controller services, Fractional CFO work focuses on strategy, performance, and decision-making. My role is to help you understand the financial impact of your choices before you make them, align your numbers with your long-term goals, and ensure your business is building sustainable profitability—not just generating revenue.
My Fractional CFO services are delivered through structured, annual engagements, designed to provide consistency, accountability, and long-term strategic clarity.
What types of businesses do you provide Strategic CFO Services for?
I work with established businesses across a wide range of industries, including professional services, design agencies, retail, healthcare, construction, education, and more.
The businesses that benefit most from my Strategic CFO services typically:
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Have been operating for at least two years
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Are generating between $500,000 and $5M+ in annual revenue
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Are profitable (or close to it), but want to improve margins, cash flow, and decision-making
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Are navigating growth, complexity, or significant strategic decisions
I do not offer Strategic CFO services to businesses generating less than $500,000 per year in revenue.
What's the difference between your two Strategic CFO service options?
I offer two levels of Strategic CFO support:
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CFO Strategic Planning is a high-impact, annual engagement focused on deep financial analysis and forward-looking strategy. It’s ideal for business owners who want CFO-level insight and a clear financial roadmap, but don’t need ongoing, year-round involvement.
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Ongoing CFO Partnership is designed for businesses navigating growth, complexity, or change and who want a CFO-level partner actively involved throughout the year. This includes ongoing financial monitoring, forecasting, strategic adjustments, and decision support as your business evolves.
During your consultation, we’ll determine which level of support best aligns with your business needs and goals.
Who performs the Strategic CFO work?
If you engage our Strategic CFO services, I will be working with you directly and personally as your CFO partner.
I am supported by a trusted team who assists behind the scenes with preparation and executional support, allowing our work to stay focused on strategy, clarity, and results. When appropriate, certain components of the work may be supported by experienced team members under my direction, with strategic oversight remaining with me.
How are your Strategic CFO services billed?
All Fractional CFO services are structured as annual engagements with a flat, transparent fee, starting at:
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$12,000 per year for CFO Strategic Planning
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$30,000 per year for Ongoing CFO Partnership
Final pricing is determined during your consultation and is based on the size, complexity, and strategic needs of your business—including factors such as revenue scale, organizational structure, growth plans, and the level of ongoing involvement required.
Is your availability limited?
Yes.
Much like my tax strategy work, Strategic CFO capacity is intentionally limited. I work with a small number of CFO clients each year to ensure a high level of strategic involvement, depth, and responsiveness.
Because of this, priority for Strategic CFO engagements is often given to existing Tax Advisory clients. I only open a limited number of new CFO engagements annually, and availability depends on timing, overall fit, and current capacity.
What kinds of results do clients see from your Strategic CFO services?
While results vary by business, I’m proud to share that every business I’ve worked with to date has recouped more than their investment in my services.
Clients who commit to growth while working with me have:
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Achieved their revenue growth goals
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More than doubled their profit year over year
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Resolved long-standing cash flow challenges
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Built clear 1-, 3-, and 5-year financial plans
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Improved owner compensation
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Successfully navigated buyouts, transitions, and major strategic shifts
My goal is not just better numbers—but better decisions, stronger businesses, and greater financial confidence for owners.
What Clients Have Accomplished Through Strategic CFO Support
Some of the outcomes achieved through thoughtful analysis, planning, and ongoing financial guidance.
RESULT: WEDDING BUSINESS GETS FINANCIAL HOUSE IN ORDER
+ 233% increase in profit
+ 5,1000% increase in Owner Compensation
+ 12+hrs of time back every month
+ Effective overhaul of pricing & positioning
+ Clear plan for moving forward
RESULT: BUSINESS BUILDING PLAN FOR A RENOWNED INTERIOR DESIGN FIRM
+ 52% increase in gross revenue
+ 522% increase in profit
+ 282% increase in Owner Compensation
+ 400%+ increase in capital reserves
+ $77,000 total tax savings
RESULT: RESTORING A WELLNESS CENTER’S FINANCIAL HEALTH
+ 1,282% increase in profit
+ 80% increase in employee retention
+ 1,800%+ increase in Owner Compensation
+ Overhaul of pricing & positioning
+ Confidence in the business restored
“There’s no doubt in our minds that working with Erin allowed us to earn more money, stress less, and create a clear vision for the future. Erin offers an experienced outside perspective that would have been impossible for us to attain otherwise.”
– Thriving ATX Business Partners
“Erin works with us on a regular basis to make key decisions that impact our day-to-day operations and long-term financial goals. Her guidance has given us clarity around our numbers and how to actually use them to plan for the future. Thanks to Erin, we are on track for our highest-grossing year ever.”
– Kristin Moses, DesignGood
“Having Erin to guide me has relieved a tremendous amount of stress, given me back my time, and put more money in my pocket. Her guidance helped us identify the right next steps for growth”
– Christine Pacioretty, Pacioretty Academic Services
“Erin is a strategic partner who helps us anticipate risks, identify growth opportunities, and make smarter decisions. Her guidance has brought clarity, organization, and confidence to our financial operations.”
– Katherine Lees, dozanü innovations
“Erin helped me put my business in professional order, opened my eyes to opportunities I didn’t know existed, and supported me through major decisions about growth and investment. I honestly cannot think of a better or more important investment I’ve made in my business.”
– Barry Nash, Barry Nash & Company
MEET YOUR FRACTIONAL CFO
Erin Armstrong is a Fractional Chief Financial Officer and Business Advisor who works closely with business owners to bring clarity, structure, and strategic insight to their financial decisions.
For over a decade, Erin has partnered with small and mid-sized businesses across the U.S., helping owners evaluate opportunities, navigate growth and change, and build financially strong, sustainable companies. Her work centers on translating complex financial information into clear, actionable guidance—so owners can make confident decisions grounded in real data.
With a background in both financial strategy and tax planning, Erin brings a well-rounded perspective to the CFO role. She understands how day-to-day decisions, long-term strategy, and tax considerations intersect—and helps business owners account for all three when planning for the future.
As a business owner herself, Erin understands the responsibility that comes with leading a company. Her approach is thoughtful, strategic, and steady, providing owners with the insight and support they need to move forward with clarity and confidence.