Strategic CFO Expertise Without the Full-Time Cost

If you're running a $3M-$50M revenue company and need strategic financial leadership but can't justify a $300K+ full-time CFO, you're in the right place.

PCK Consulting provides fractional CFO services that combine traditional finance expertise (CPA + CFA) with modern technology (Python, AI, automation). You get strategic guidance based on real-time data, not month-old spreadsheets.

Why Growing Companies Choose PCK Consulting

Tech-forward approach – AI-powered dashboards, Python automation, Monte Carlo simulation
Strategic partnership – Monthly financial planning, cash flow forecasting, board reporting
Proven credentials – CPA + CFA with Big 4 audit and hedge fund trading experience
Responsive & flexible – Scale support up or down as your needs change

Core Fractional CFO Services

Monthly Financial Review & KPI Tracking

Automated dashboards showing your key metrics in real-time. No more waiting for month-end close to understand your business performance.

3-Year Financial Modeling & Scenario Planning

Monte Carlo simulation for strategic decisions. Model different growth scenarios, pricing changes, or market conditions to make informed choices.

Cash Flow Forecasting & Management

13-week rolling cash flow forecasts with sensitivity analysis. Understand your runway, plan for growth, and avoid cash crunches.

Fundraising Preparation

Financial model building, investor deck support, due diligence preparation for Series A/B rounds. Make sure your numbers tell a compelling story.

M&A Financial Due Diligence

Buy-side or sell-side financial analysis. Evaluate acquisition targets, validate financials, and identify risks before you commit.

Board Reporting & Strategic Planning

Monthly or quarterly board packages with executive summaries, variance analysis, and forward-looking insights. Help your board make better decisions.

How It Works

1. Discovery Call – We discuss your company stage, financial setup, and strategic priorities. I'll scope the right level of support.

2. Financial Assessment – I review your current financial systems, reporting, and processes to identify quick wins and gaps.

3. Ongoing Partnership – Monthly retainer for strategic CFO support, with flexibility to scale up or down based on your needs.

4. Strategic Sessions – Quarterly planning sessions to align on priorities, review performance, and adjust course.

Typical Pricing

Monthly retainer engagements based on your company size and complexity:

$5,000-$8,000/month – Early-stage companies ($3M-$15M revenue)
- Monthly financial review and KPI tracking
- Cash flow forecasting
- Strategic guidance and planning
$8,000-$12,000/month – Growth-stage companies ($15M-$35M revenue)
- All above services
- Board reporting and presentation
- Fundraising or M&A support
- Team management (controller, accountants)
$12,000-$15,000/month – Scale-stage companies ($35M-$50M revenue)
- Full strategic CFO partnership
- Advanced financial modeling
- Investor relations support
- Systems implementation and optimization

Project-based services also available for one-time needs:

Financial model builds: $5,000-$15,000
M&A due diligence: $10,000-$25,000
Fundraising preparation: $7,500-$20,000

My Background

CPA + CFA charterholder – Rigorous financial training and analytical expertise
Big 4 audit (PwC) – Experience with complex financial reporting and controls
Hedge fund trading – Risk management and sophisticated modeling
Chicago Booth MBA – Strategic finance and economic foundations
Python & AI expertise – Automation, data analysis, Monte Carlo simulation

I bring institutional-grade financial sophistication to growing companies—without the overhead of a full-time executive.

The Technology Advantage

Traditional CFOs rely on Excel and monthly closes. I use modern tools:

Python automation – Automated data collection from QuickBooks, Stripe, and other systems
AI-powered dashboards – Real-time visualizations updated daily, not monthly
Monte Carlo simulation – Probabilistic scenario planning for strategic decisions
Predictive analytics – Forward-looking metrics to guide your business

You get strategic insights based on current data, enabling faster and better decisions.

Industries I Serve

I work with growth-stage companies across:

SaaS & Technology – Subscription metrics, unit economics, CAC/LTV analysis
E-commerce – Inventory management, contribution margin, cohort analysis
Professional Services – Utilization rates, project profitability, capacity planning
Manufacturing – Cost accounting, gross margin optimization, supply chain
Healthcare Technology – Regulatory compliance, reimbursement modeling
Service-Based Businesses – Labor optimization, pricing strategy
Multi-Unit Franchises – Unit economics, development schedules, expansion planning

My focus is on companies that value data-driven decision-making and are ready for strategic financial leadership.

When You Need a Fractional CFO

Consider fractional CFO services if you're experiencing:

Reactive decision-making – You're making strategic choices without clear financial insights
Cash flow uncertainty – You're not sure how long your runway is or when you'll need more capital
Growth planning challenges – You want to scale but aren't sure the numbers support it
Fundraising preparation – Investors are asking questions you can't confidently answer
Board reporting gaps – Your board wants better financial visibility and strategic guidance
System inefficiencies – You're spending too much time on manual reporting instead of analysis

A fractional CFO provides the strategic financial leadership you need at a fraction of the full-time cost.

Ready for Strategic Financial Partnership?

Schedule a discovery call to discuss your company stage, financial needs, and growth plans. We'll explore whether fractional CFO services are the right fit for where you are today.

No sales pitch—just an honest conversation about how strategic financial leadership can accelerate your growth.

Fractional CFO Services