Fractional CFO

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what is Fractional CFO?

Expert Financial Leadership on a Part-Time Basis

A Fractional CFO provides strategic financial expertise and leadership on a part-time basis, allowing businesses to benefit from high-level financial guidance without the cost of a full-time executive.

How We Help You

Strategic Financial Planning

Budgeting and Forecasting: We create detailed financial models to project future revenue, expenses, and cash flow for your practice
Goal Alignment: Ensuring financial plans align with your company's long-term goals
Cash Flow Management: Forecasting and monitoring to improve cash flow
Adding an Management Services Organization (MSO)

Prepare for Strategic
Business Decisions

Hiring Decisions: Add providers and staff (and compensating them compliantly and profitably) 
Purchasing and Implementation Decisions: Paying for and adding new equipment or services
Risk Analysis: Evaluating "what-if" scenarios to prepare for potential challenges and opportunities
Expansion Planning: Expanding locations, adding locations, and financial structuring

Financial Optimization

Detailed Performance and Financial Reporting: We access your practice and business management systems to allow for better decision-making through data driven insights
Grow Profits: Identifying ways to improve revenue and reduce expenses
our expertise

Benefits of a Fractional CFO

A Fractional CFO can provide the same expertise as a full-time CFO but with flexibility and cost-effectiveness, enabling businesses to optimize their financial strategies and operations.

A Fractional CFO is ideal for businesses that need expert financial oversight but may not have the resources to employ a full-time CFO. This can include startups, small to medium-sized enterprises, or companies undergoing significant growth or restructuring.

our expertise

The Results Speaks
From Themselves

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Don’t just take our word for it

Working with Maven has helped me feel more organized and educated about the financial health of my business.  Their organization of my books has allowed me to look at employee performance with a non-emotional eye as well as being able to evaluate the profitability of purchasing further equipment, hiring new employees, and taking a monthly snapshot of my business.  I love that professionals are keeping an eye on my financials and providing me with standards for aesthetics specifically.

Sara Trammel, MD

Abilene Beauty Bus

Highly recommend. Hiring Maven has helped my companies increase their profitability. They do this by using the P&L statement to tell a story about my business. This story helps me identify where we can improve. One of their simple suggestions added an extra $3,000 net revenue per month to one of my companies. Very thankful to have been introduced to the team.  

Steven & Renata Roddy

Modern Beauty Con, Roddy Medspa, & Pageant Planet

Jessica and the Maven team have been fantastic. They took two wide-eyed first-time business owners, held our hands through all the financial aspects of our startup and beyond, and instilled in us the confidence and security to focus on running our agency and keep our clients happy. Their experience with small businesses like ours has been absolutely invaluable. Jessica and the Maven team have that rare combination of financial knowledge, experience, and patient Zoom-side manner that makes new business owners like us feel like we know what the heck we're doing.

CHRIS SMITH AND DAVE KROENCKE

Plot Twist Creativity

We have had the pleasure of working with Jessica Nunn for over half-a-dozen years. She represents many of our clients, and our firm. Her ability to explain complex accounting and use plain language for non-CPAs is amazing. She does a great job of detailing the financial goals of the organization and using score cards to track these goals. Her team is a must for any start-up, or midsize business. You cannot afford to run your business without her.

MICHAEL BYRD AND BRADFORD ADATTO

ByrdAdatto

Working with Maven has given me tremendous financial clarity and saved me hours per week. They have increased my ability to set performance goals, helped me structure bonuses, and better under stand my cash flow. Christin helped me strategically plan two commercial real estate purchases not only by setting production goals,  but also connecting me with integral partners who helped close the deal at a much better rate. As a bonus, the team at Maven is friendly, easy to work with and very responsive. My efficiency and quality of life have skyrocketed since partnering with Maven.

Rachel Walker, MD

Plastic Surgery Center of Dallas

Hiring Maven was the best decision I could've ever made for my business. Many of the daily decisions we make start or end with can we afford it? Working with Christin and Hailey has been adream come true and they're always so kind to answer any questions I have around where we're at financially. It brings me peace of mind knowing that each month we'll have a clearunderstanding of where we're at, if we're on target, and where we need to pivot if needed. I can't recommend the Maven team enough, Jessica and Christin are truly exceptional leaders and thework they produce for their clients is outstanding. 10/10 recommend.

Mary Robb

Social Practice

I cannot sing the praises enough of this amazing company and what they have done for us. [The Maven Team] always goes way beyond to make you feel valued and comfortable. Before Maven we had no real idea of what was going on and where we needed to make improvements. We were kind of like a boat out to sea with no one to rescue it. Then we had the amazing opportunity to go with Maven and we no longer felt alone. The Maven team never makes you feel stupid about what you don’t know and they always make you feel better about what they do know so that you can make the best decisions possible. they make understanding your business easy because of all the work they do, and they always have wonderful recommendations.

KAREN JANITELL & DR. JANNESSA IANNITELLI

Advanced Image Med Spa

Maven Financial Partners are amazing. The amount of information and level of detail they provide about my dental practice is incredible. I went from wondering "what was my overhead last year?", to really understanding, every month, the financial health of my practice. They help me celebrate successes, and they identify areas that we need to be aware of. They are incredibly responsive whenever I have a question, and their answers are always thoughtful and helpful. Working with Maven has been one of the best and most impactful decisions I have made for my practice, and I'm so grateful that I found them!

David Babington

Legacy Dentistry

We have been working with Maven for years! They have helped us achieve incredible milestones we did not think were even possible. They have truly changed our business for the better. I cannot say enough good things about Maven!!

Vanassa Sebastian

Connecticut Medical Aesthetics

After practicing dentistry for many years, I really never had a good understanding of the financial parameters of my business. Wow, did that ever change! I now have a complete understanding of my business, my QuickBooks are always current, I am investing for retirement, I know my overhead and profitability, if my individual expense categories are within healthy ranges, and I'm feeling great about my business of dentistry again!

RUSSELL MANN

Mann Family Dental

One of the most remarkable aspects of their service was helping me understand where every dollar of my business was going. Not only did they help me gain better control over my finances, but they also facilitated growth in my business. By helping me identify areas where I could reduce unnecessary expenses and invest more strategically, they ensured my resources were being utilized most efficiently. They created a tailored financial strategy that aligned with my business goals, from optimizing tax strategies to preparing for future investments. They’ve consistently been a step ahead, preparing for potential financial challenges and recommending strategies for continued growth.

Alesya Shumkov MSN APRN, FNP-BC

Honey Aesthetics

our expertise

What is a Fractional CFO?

A Fractional CFO is an experienced financial executive who works with companies on a part-time or project basis. They offer high-level financial management and strategic planning without the expense of a full-time salary.

Financial Strategy Development: Crafting and implementing financial strategies to drive business growth and profitability.
Budgeting and Forecasting: Creating detailed budgets and financial forecasts to guide business decisions.
Cash Flow Management: Ensuring the company has sufficient cash flow to meet its obligations and invest in growth opportunities.
Financial Reporting and Analysis: Providing accurate and timely financial reports and insights to support strategic planning.
our expertise

Any questions?

Let us help you reach your financial goals.

What is the role of a Fractional CFO?

A Fractional CFO provides part-time financial leadership and strategy, helping businesses manage their financial health and plan for the future.

How does a Fractional CFO differ from a full-time CFO?

A Fractional CFO works on a part-time or project basis, offering flexibility and cost savings compared to a full-time CFO while still providing high-level financial expertise.

Can a Fractional CFO work with my existing team and systems?

Yes! Maven works with more than 30 practice management softwares to extract the KPIs that matter most and drive the greatest ROI to your practice. We work alongside your bookkeepers and CPAs to provide high-level insights, implement tax planning advice, and elevate financial performance.

What types of businesses benefit from a Fractional CFO?

Startups, small to medium-sized businesses, and companies undergoing growth or restructuring can benefit from the expertise of a Fractional CFO.

How do I know if I need a Fractional CFO?

If your business requires strategic financial guidance, improved financial reporting, or assistance with complex financial challenges but cannot justify a full-time CFO, a Fractional CFO may be the right solution.

How is Your Business Measuring Up to Your Competition? Find Out With a Free Benchmark Audit!

Discover where your business stands in the market with Maven Financial Partners' free benchmark audit. Our expert team will analyze your financial performance, providing you with valuable insights and strategies to outperform your competitors. Take advantage of this opportunity to identify strengths, uncover areas for improvement, and gain a competitive edge. Don't miss out on this chance to enhance your business success with our professional guidance.

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