Power Up Your Finances

Fractional CFO Services—Strategic Finance, Simplified

At Out of the Box Technology, we believe every business owner deserves expert financial leadership. Our Fractional CFO services give you access to seasoned executives who bring clarity to your numbers and strategy to your decisions—without the cost of a full time CFO. From shaping growth plans to strengthening financial performance and profitability, we deliver the insight and guidance you need to scale with confidence.

Ready, Set, CFO - Contact Us

Our Fractional Controller Services

Strategic Financial Planning & Assistance With Decisions

We bring clarity to complex choices by aligning financial strategy with business goals and vision. Whether you're evaluating new investments, expanding into new markets, or optimizing business operations, our Fractional CFOs provide the data-driven insights and analysis you need to make confident, strategic decisions.

M&A Advisory & Due Diligence Support

Our Fractional CFOs guide you through mergers, acquisitions, and exits with precision and confidence. From conducting thorough financial due diligence to evaluating risks and opportunities, we help you make informed decisions and maximize value throughout the transaction process, bringing over a decade of experience to each engagement.

Budgeting & Forecasting

Turn numbers into actionable plans with our expert budget and forecasting support. We help you build accurate financial models that anticipate challenges, highlight opportunities, and keep your business on track to hit its targets while maintaining healthy cash flow.

Board Advisory

Ensure your leadership team and board members have the financial intelligence they need. Our Fractional CFOs prepare clear reports, present KPIs, and offer trusted guidance to support effective governance and decision-making at the highest level.

Contract Negotiation

Bring financial acumen to contract negotiations, ensuring agreements are structured in your best interest. From vendor contracts to strategic partnerships, we analyze terms, identify risks, and help you secure deals that protect your bottom line and cash flow management.

Manage Bank Relationships

Strong banking partnerships are critical to growth. We manage lender communications, evaluate financing options, and present your financials in the best light—helping you secure favorable terms and maintain trusted relationships with financial institutions, all handled in-house by the right person for your needs.

Scenario Planning

Navigate uncertainty with confidence. Our Fractional CFOs create scenario models that test different financial outcomes, allowing you to prepare for risks, weigh opportunities, and adapt your strategy no matter what the market brings.

Capital Raising

When it's time to secure funding, we help you put your best foot forward. From refining your financial story to preparing investor-ready reports and managing negotiations, our CFOs position your business to attract capital and fuel growth.

Get Expert Financial Guidance

Why Use An Outsourced CFO Service?

Accessing senior financial leadership doesn’t have to mean onboarding a full time hire. An outsourced CFO provides the expertise, insight, and guidance your business needs to grow confidently.

Executive-level expertise without the full-time salary
Clear financial visibility to guide smarter decisions
Strategic insight to support growth and manage risk
Stronger financial operations with streamlined systems and reporting
Flexible, scalable support tailored to your business needs
Investor and board-ready reporting that builds confidence

Learn More about Fractional CFO Services

Why Choose Out of the Box Technology?

Tailored Solutions for Diverse Industries

We understand that every industry faces unique financial challenges. Our Fractional CFO services are customized to your business, providing strategic financial leadership—whether you’re in tech, manufacturing, retail, or beyond—so you can navigate complexity with confidence.

Cost-Effective Expertise

Hiring a full-time CFO can be expensive. Our fractional approach delivers executive-level financial guidance at a fraction of the cost, giving you the insights and leadership you need while freeing resources for other priorities.

Flexible Engagements

Our services scale with your business. From short-term projects and financial statement reviews to ongoing strategic financial leadership, we adapt to your needs so you always have the right level of support at the right time.

Turn Financial Goals into Reality—Book a Consultation!

How We Work with You

Understanding Your Business

Our approach begins with a deep understanding of your business, its challenges, and its goals. We tailor our services to provide the financial support you need to succeed.

Seamless Integration

Our Fractional CFOs work as an extension of your team, integrating seamlessly with your existing operations to provide consistent and reliable support.

Continuous Improvement

We’re committed to the ongoing success of your business. Through regular reviews and updates, we ensure that our strategic financial planning continues to meet your business needs.

See What Our Customers Think

Operational Financial Control

Learn More about Fractional Controller Services

Keep Your Finances Accurate and Efficient

Looking for day-to-day financial management and operational oversight? Our Fractional Controller services provide the systems, reporting, and guidance you need to stay on top of your numbers.

Learn More about Fractional Controller Services

General Financial Consulting

We go beyond Fractional Controller Services

Bookkeeping Services

Keep your finances in perfect order with our professional outsourced bookkeeping services. We handle everything from day-to-day transaction recording to managing your accounts payable and receivable, ensuring your financial records are always accurate and current.

Data Migration Services

Seamlessly transition your data with our expert Data Migration services. At Out of the Box Technology, we ensure that your critical data is transferred accurately and efficiently from one system to another, minimizing downtime and reducing the risk of data loss.

QuickBooks Support & Training

Maximize your efficiency with QuickBooks. Whether you need setup, customization, or training, our certified QuickBooks experts help you get the most out of your accounting software.

See Plans & Features

Ready to Boost Your Bottom Line? Get in Touch Now!

Fill in the form to get started today.

Choose the topic you want to talk about

Join the thousands of customers who trust Out of the Box, every single month

Talk To An Advisor