Financial growing pains can feel overwhelming, even for the seasoned business owner. If your business feels like it can't shift gears fast enough, it might time for a new approach. A fractional CFO steps in when you need more strategy, not more spreadsheets.
If you're scaling quickly—or trying to—you've likely hit a ceiling where your current financial tools and team just aren’t cutting it.
Outgrowing Your Financial Systems?
Founders & CEOs who are:
I typically work with
- Growing fast but don’t have clear financial visibility
- Making key decisions without reliable data or forecasts
- Unsure of their cash runway or burn rate
- Preparing to raise funding or report to investors
- Managing a bookkeeper or accountant, but need higher-level strategy
- Losing sleep over margins, pricing, or budgeting
- Getting blindsided by unexpected expenses or slow months
If This Sounds Familiar?
You're not alone—and you're not failing. You’ve just outgrown DIY finance. That’s where I come in: bridging the gap between your financial data and confident, forward-looking decisions.
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Ready to take the next step?
You've got this
From Surviving to Scaling—I Help You Grow Wisely
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Our
SERVICES
Here's what I specialize in:
Investor Relations, Fundraising, Budgeting, Cost Control & More!
view full list
01.
Strategic Financial Planning
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02.
Cash Flow & Forecasting
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03.
Financial Reporting & KPIs
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"This is the best financial business decision I've ever made! Why didn't I make this switch sooner?"
-me, Yesterday
Ready to Level Up Your Business?
Scalable Growth
You make better decisions, we optimize the future
04.
03.
Ongoing Support
Monthly strategy, reporting & guidance
02.
Financial assessment
Deep dive into your numbers
01.
Discovery Call
Understand your goals and challenges
Here's How We Work Together
From Discovery to Optimizing
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CFO Expertise Backed by Years of Real-World Experience
Trusted by Founders, Backed by Results
Within just six months, our monthly revenue increased by 45%, and our customer base has doubled
“Since partnering with Lakeshore, our business has seen incredible growth. Within just six months, our monthly revenue increased by 45%, and our customer base has doubled. Their team helped us streamline our operations, optimize our marketing strategy, and launch a new product line that exceeded all expectations. I can confidently say that working with Lakeshore was a turning point for our company.”
— Sarah Mitchell, CEO of FreshGlow Skincare
Yes it really works
In less than a year, our user base grew by 300%, and we secured our first round of funding
“Before working with Lakeshore, we were struggling to scale. In less than a year, our user base grew by 300%, and we secured our first round of funding. Their team helped us refine our product roadmap and position ourselves for rapid growth. They didn’t just consult — they became true partners in our success.”
— David Williams, Co-Founder of SynapseAI
Yes it really works
We saw immediate results after implementing Lakeshore’s financial strategy
“We saw immediate results after implementing Lakeshore’s financial strategy. Our online sales jumped 60% in three months, and our abandoned cart rate dropped significantly. Thanks to their expert guidance on ad targeting and customer experience, we hit our annual revenue goal in just nine months.”
— Lisa Gomez, Founder of UrbanNest Decor
Yes it really works
Our quarterly revenue has nearly doubled. Their financial insights were a game-changer
“As a small consulting firm, we were hitting a plateau — until Lakeshore helped us revamp our services and pricing model. We increased our client retention rate by 40%, added three new team members, and expanded into two new markets. Our quarterly revenue has nearly doubled. Their insights were a game-changer.”
— Mark Evans, Managing Partner, StratEdge Consulting
We Offer Flexible Engagement Options
Built for Startups & Scaling Businesses
Project-Based
Designed for short-term project based needs.
Most Popular
Advisory Hours
/mo per project
$9,000
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Ideal for startups and businesses with revenue < $100,000/year.
Perfect for businesses that are ready to scale.
/hr
$250
/mo
$7,500
Monthly Retainer
FAQ
Here are some of my most frequently asked questions
can a fractional cfo work with our existing team/accountant?
how much does a fractional cfo cost?
is my financial information secure?
how do I know if my business is ready for a fractional cfo?
How often will we meet with our fractional cfo?
what types of businesses benefit from a fractional cfo?
Do I still need a CPA or accountant if I have a Fractional CFO?
What services does a fractional cfo typically provide?
Is a Fractional CFO the same as an outsourced CFO?
What is a fractional CFO?
FAQ
can a fractional cfo work with our existing team/accountant?
Is a Fractional CFO the same as an outsourced CFO?
how much does a fractional cfo cost?
is my financial information secure?
how do I know if my business is ready for a fractional cfo?
How often will we meet with our fractional cfo?
What is a fractional CFO?
what types of businesses benefit from a fractional cfo?
Do I still need a CPA or accountant if I have a Fractional CFO?
What services does a fractional cfo typically provide?
A fractional CFO is a highly experienced financial executive who provides part-time CFO services to businesses that need strategic financial leadership but don’t require (or can’t yet afford) a full-time CFO. They work on a contract or retainer basis.
Here are some of my most frequently asked questions
FAQ
can a fractional cfo work with our existing team/accountant?
Here are some of my most frequently asked questions
Is a Fractional CFO the same as an outsourced CFO?
how much does a fractional cfo cost?
is my financial information secure?
how do I know if my business is ready for a fractional cfo?
How often will we meet with our fractional cfo?
What is a fractional CFO?
what types of businesses benefit from a fractional cfo?
Do I still need a CPA or accountant if I have a Fractional CFO?
What services does a fractional cfo typically provide?
- SaaS and tech startups
- Professional services
- E-commerce
- Manufacturing
- Healthcare
- Nonprofits
FAQ
can a fractional cfo work with our existing team/accountant?
Here are some of my most frequently asked questions
Is a Fractional CFO the same as an outsourced CFO?
how much does a fractional cfo cost?
is my financial information secure?
how do I know if my business is ready for a fractional cfo?
How often will we meet with our fractional cfo?
What is a fractional CFO?
what types of businesses benefit from a fractional cfo?
Do I still need a CPA or accountant if I have a Fractional CFO?
What services does a fractional cfo typically provide?
Yes. Fractional CFOs focus on strategic financial leadership, while CPAs/accountants handle tax compliance and transactional bookkeeping. They complement, not replace, each other.
FAQ
can a fractional cfo work with our existing team/accountant?
Here are some of my most frequently asked questions
Is a Fractional CFO the same as an outsourced CFO?
how much does a fractional cfo cost?
is my financial information secure?
how do I know if my business is ready for a fractional cfo?
How often will we meet with our fractional cfo?
What is a fractional CFO?
what types of businesses benefit from a fractional cfo?
Do I still need a CPA or accountant if I have a Fractional CFO?
What services does a fractional cfo typically provide?
- Financial strategy & planning
- Budgeting & forecasting
- Cash flow management
- Fundraising support (debt/equity)
- KPI development & reporting
- Financial modeling
- M&A and exit planning
- Systems/process improvements
- Board and investor reporting
FAQ
can a fractional cfo work with our existing team/accountant?
Here are some of my most frequently asked questions
Is a Fractional CFO the same as an outsourced CFO?
how much does a fractional cfo cost?
is my financial information secure?
how do I know if my business is ready for a fractional cfo?
How often will we meet with our fractional cfo?
What is a fractional CFO?
what types of businesses benefit from a fractional cfo?
Do I still need a CPA or accountant if I have a Fractional CFO?
What services does a fractional cfo typically provide?
It varies depending on business needs. Some companies need just a few hours per week, while others may require several days each month. Engagements can be flexible and are usually tailored to your stage and complexity.
FAQ
can a fractional cfo work with our existing team/accountant?
Here are some of my most frequently asked questions
Is a Fractional CFO the same as an outsourced CFO?
how much does a fractional cfo cost?
is my financial information secure?
how do I know if my business is ready for a fractional cfo?
How often will we meet with our fractional cfo?
What is a fractional CFO?
what types of businesses benefit from a fractional cfo?
Do I still need a CPA or accountant if I have a Fractional CFO?
What services does a fractional cfo typically provide?
They are often used interchangeably. However, "fractional" usually implies a part-time leadership role embedded with your team, while "outsourced" can imply more transactional or external services. Some CFOs offer both models.
FAQ
can a fractional cfo work with our existing team/accountant?
Here are some of my most frequently asked questions
Is a Fractional CFO the same as an outsourced CFO?
how much does a fractional cfo cost?
is my financial information secure?
how do I know if my business is ready for a fractional cfo?
How often will we meet with our fractional cfo?
What is a fractional CFO?
what types of businesses benefit from a fractional cfo?
Do I still need a CPA or accountant if I have a Fractional CFO?
What services does a fractional cfo typically provide?
Costs vary based on experience, industry, and scope. However, hiring a fractional CFO is typically more affordable than a full-time CFO. Rates can range from $150 to $500+ per hour, or a monthly retainer model can be used.
FAQ
can a fractional cfo work with our existing team/accountant?
Here are some of my most frequently asked questions
Is a Fractional CFO the same as an outsourced CFO?
how much does a fractional cfo cost?
is my financial information secure?
how do I know if my business is ready for a fractional cfo?
How often will we meet with our fractional cfo?
What is a fractional CFO?
what types of businesses benefit from a fractional cfo?
Do I still need a CPA or accountant if I have a Fractional CFO?
What services does a fractional cfo typically provide?
Yes. We keep all financial information shared with us strictly confidential. We have security measures in place to ensure all information is kept secure.
FAQ
can a fractional cfo work with our existing team/accountant?
Here are some of my most frequently asked questions
Is a Fractional CFO the same as an outsourced CFO?
how much does a fractional cfo cost?
is my financial information secure?
how do I know if my business is ready for a fractional cfo?
How often will we meet with our fractional cfo?
What is a fractional CFO?
what types of businesses benefit from a fractional cfo?
Do I still need a CPA or accountant if I have a Fractional CFO?
What services does a fractional cfo typically provide?
- You're growing rapidly and need financial clarity.
- You’re planning to raise capital or take on debt.
- You’re struggling with cash flow or profitability.
- Your financial reports don’t support decision-making.
- You're preparing for an exit or acquisition.
FAQ
can a fractional cfo work with our existing team/accountant?
Here are some of my most frequently asked questions
Is a Fractional CFO the same as an outsourced CFO?
how much does a fractional cfo cost?
is my financial information secure?
how do I know if my business is ready for a fractional cfo?
How often will we meet with our fractional cfo?
What is a fractional CFO?
what types of businesses benefit from a fractional cfo?
Do I still need a CPA or accountant if I have a Fractional CFO?
What services does a fractional cfo typically provide?
Fractional CFOs collaborate closely with internal teams like accounting, operations, and leadership. They typically do not replace your bookkeeper or accountant but rather guide and elevate the financial function.
