· FRACTIONAL CFO · FINANCIAL STRATEGY · GROWTH PLANNING
CFO-Level Financial Leadership, Scaled to Your Business
A fractional CFO gives you the strategic financial leadership of a seasoned executive without the commitment of a full-time hire. Archer Lewis works alongside business owners and leadership teams to build financial strategy, manage capital, and drive decisions that move the business forward.
Our Approach
Financial strategy that matches where your business is going, not just where it's been.
Most growing businesses reach a point where bookkeeping and accounting aren't enough. The questions get bigger: should we take on debt or equity? Are we pricing correctly for the margin we need? Can we afford to hire? What does the next three years look like financially? These are CFO-level questions, and they deserve CFO-level answers. Archer Lewis provides fractional CFO services to businesses that need strategic financial leadership but aren't ready for, or don't need, a full-time executive. You get an experienced financial strategist working alongside your leadership team, structured to fit where your business is today.
What's Included
What a fractional CFO actually does for your business
CFO services go well beyond financial reporting. They bring strategic thinking, capital planning, and executive-level financial leadership to businesses that need it.
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Financial Strategy & Planning
Long-range financial planning that connects your business goals to the capital, resources, and decisions needed to get there.
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Cash Flow Forecasting
Forward-looking cash flow models that tell you where you'll be in 30, 60, and 90 days, so you're never caught short.
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Budget Development & Management
Annual budgets built around your strategy, with regular tracking and variance analysis that keeps leadership informed.
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Capital Structure Advisory
Debt vs. equity, banking relationships, credit facilities. We advise on how to finance your business at each stage of growth.
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KPI Development & Reporting
The financial metrics that actually matter for your business, tracked and reported in a way that drives decisions.
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Investor & Lender Relations
Financial reporting, presentations, and communication for investors, lenders, and board members who need to understand your financial position.
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M&A Support
Financial due diligence, deal structure analysis, and integration planning for acquisitions or sale transactions.
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Leadership Team Support
A financial voice in the room for major business decisions (pricing, hiring, expansion, capital allocation) at every leadership discussion that has financial implications.
Strong financial leadership is often what separates businesses that scale successfully from those that struggle to grow.
Businesses that grow successfully typically have someone thinking about capital, margin, cash flow, and financial risk before those things become problems. Archer Lewis provides that thinking on a fractional basis, giving you the benefit of a seasoned CFO without waiting until a full-time hire is justified.
Talk to a CFO Advisor
Common Questions
What business owners ask about fractional CFO services.
A controller manages the accounting function: accuracy, reporting, and internal controls. A CFO provides strategic financial leadership: capital planning, financial strategy, investor relations, and long-range financial decision-making. Many growing businesses need controller services first, then add CFO-level support as the strategic questions get bigger.
If you're making significant financial decisions (raising capital, considering an acquisition, planning rapid growth, or trying to understand why your profitable business is always short on cash), those are CFO-level problems. Revenue of $5M–$50M is a common range where fractional CFO services provide the most value.
It depends on what you need. Some clients need a day or two per month: strategic oversight and leadership team support. Others need more intensive involvement during a capital raise, acquisition, or turnaround. We size the engagement to your situation.
Yes, that's the most common arrangement. The fractional CFO provides strategic leadership and financial oversight while your internal team or our accounting team handles day-to-day financial operations. The CFO reviews their work, sets the financial agenda, and brings the strategic perspective that an accounting team alone can't provide.
We help you get there. A fractional CFO can help define the role, establish the financial infrastructure a full-time hire will need, and even assist with the search and transition. The goal is always what's right for your business at each stage, not keeping you as a fractional client longer than makes sense.
