Fractional CFO & Advisory Services: Strategic Finance Without the Full-Time Cost
Expert financial leadership, on your terms. Big-picture strategy, cash flow management, and financial insights—without the cost of a full-time CFO.
Expert Financial Leadership, On Your Terms
Growing Businesses
Need financial leadership but aren’t ready for a full-time CFO?
Startups & Scaling Companies
Looking for funding and financial strategy?
Family Offices & Nonprofits
Needing structured financial oversight?
Our Fractional CFO Services
Strategic financial expertise tailored to your business needs.
Cash Flow Planning & Management
Ensure you have enough cash to grow, invest, and avoid financial surprises.
Financial Strategy & Forecasting
Build a long-term financial roadmap for profitability and sustainability.
Investor & Board Reporting
Clear financial insights for stakeholders, lenders, and investors.
KPI Development & Performance Analysis
Track the right numbers to make data-driven decisions.
Mergers, Acquisitions & Exit Planning
Expert guidance on business valuation, fundraising, and selling your business.
Cost Optimization & Profitability Improvement
Find inefficiencies and improve margins with a data-driven approach.
Why Work With OASIS?
High-Level Expertise
Get CFO-level guidance without a full-time salary.
Scalable & Flexible Support
Pay only for what you need, when you need it.
Tech-Forward Approach
Integrate with tools like QuickBooks and Bill.com for real-time insights.
A Partner in Your Growth
We don’t just report numbers—we help drive your success.
How It Works
1
Discovery Call
We learn about your business and financial needs.
2
Custom Plan
We create a tailored CFO strategy for your business.
3
Ongoing Support
Monthly check-ins, reporting, and strategic guidance.
Plans Starting at $5,000/month (Customize based on engagement size and needs.)
Ready to level up your finances? Let’s Talk.