Fractional CFO Services

The world is changing fast, and you need financial
management that can keep up.

CFO Services

The world is changing
fast, and you need
financial management
that can keep up.

Many of the small and mid-sized businesses we work with have:

  • Fast growth
  • A lack of clarity around their key numbers, including revenue and profits 
  • Cash-flow crunch
  • Trouble getting the timely financial reports they need to function
  • One person holding necessary information hostage or lacking the appropriate skills to do the work
  • A misunderstanding of the story behind their numbers…for disastrous results

Through fractional CFO services, we at TurboExecs reveal the story behind the numbers so leaders can confidently make data-based decisions that allow them to leap forward, trusting that they have the team and finances in place for manageable, profitable growth.

As a result, our clients typically increase their bottom line by at least 15% and feel in control of their finances and results.

Clients also typically increase cash (by $1 million for a recent client) and gain the ability to make game-changing decisions backed by insightful financial data. (This client was able to sell their company for a higher price than they thought possible.)

What Are Fractional CFO Services?

We help your company develop a higher level of visibility in your business with forecasting, budgeting, cash management, and financial strategy.

The goal of fractional CFO services is to help you move the needle by scaling and accelerating growth, optimizing resources, overcoming obstacles, and maximizing shareholder value.

You get:

  • Competent, reliable, engaged and professional financial analysis for the organization
  • Data-based decision-making
  • Professional financial management, procedures and workflow to support the ongoing operations of the organization, including backup capabilities
  • Strategic thinking, planning and support that aligns with your goals

Discover how we helped transform a $20M organization from dying to exceptionally profitable.

Our work is designed to be transformative and includes :

  • Strategy – business, financial
  • Financial Reporting & Analysis
  • Budgeting
  • Systems Analysis
  • Short and Long-Term Forecasting
  • Financial System Design & Implementation Plan
  • Budget to Actual Reporting
  • Vendor Selection
  • Cash Flow Analysis
  • Systems Training & Support
  • Growth Planning
  • Risk Management
  • Transaction/Mergers & Acquisition
  • Investment Strategy
  • Due Diligence
  • Long-Term Strategic Planning
  • Exit Strategy
  • Capital Acquisition
  • Profitability Analysis
  • Liquidity
  • Financial Team Structure
  • Productivity & Efficiency Analysis
As a result, you’ll be confident that solid processes are in place, and you’ll have reliable reports to make decisions with complete confidence in the numbers.

The Nuts and Bolts

There are three broad areas of focus in our work together, which we like to call the Three S’s:

strategic thinking, planning and support that aligns with your goals
financial processes, structure, systems, workflows and metrics that support your strategy
financial reporting and analytics that measure your progress

How We Work with Clients

With fractional CFO services, CFO insight is just a phone call away.

Once you sign on, we start with an initial activation call, followed by check-in calls with your team each week during the first month we get started.

Once established, we’ll have a scheduled call to review the monthly financial results and calls as needed to address items and opportunities as they arise.


Frequently Asked Questions

But I already have a CPA - how is this different?
What is Patty’s background and how will it help my company?
My business is hemorrhaging cash. Can Patty really help?

Get In Touch

Turbo Execs LLC
590 Centerville Road #258
Lancaster, PA 17601

What We Do

At TurboExecs, we reveal the story behind the numbers, by providing the tools, systems and insight for you to grow your business with confidence.


Your CPA Shouldn’t Be Your CFO!

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