What Is a Fractional CFO?

A fractional CFO is a senior finance leader who provides high-level strategy, forecasting, and oversight part-time, remotely, and on your terms. Perfect for startups, scaling companies, and nonprofits that need executive-level financial insight without hiring full-time.

We can replace your full accounting department or a team of Analysts with custom tailored AI and Data Analytics tools for your organization.

🤝 Who We Work With

At Lashley CPA, we specialize in supporting a wide range of organizations that value precision, clarity, and proactive financial insight:

  • 🚀 Tech Startups preparing for funding rounds, rapid scaling, or investor due diligence
  • 🧾 Multi-Entity Businesses needing efficient consolidation and clean intercompany eliminations
  • 🎓 Nonprofits & Educational Organizations requiring compliant, grant-ready financial reporting
  • 💼 Professional Services Firms looking for clear KPI dashboards, cash flow forecasting, and all-in-one accounting
  • 🌎 Cross-Border U.S. & Canadian Companies navigating international tax complexity and compliance
  • 🏢 Small & Medium-Sized Businesses that want to stay lean while gaining access to CFO-level insights

Whether you're early stage, growing fast, or managing complex operations, our Fractional CFO services deliver the expertise and systems to help you thrive.

Month End Expense Results - Lashley CPA

Month End Expense Results

PY Actuals vs Actuals vs Approved Budget by Month
Spend Remaining Percentage
Spend Remaining (YTD Actuals vs Total Budget)
Current Year vs Prior Year Variance by Month
Monthly Status
Favorable
Budget to Actual Variance
98.64K
Controllable Expenses
Favorable
Non Controllable Expenses
Unfavorable

Ready to Get Started?

Book a Free Call

Why Lashley CPA PC?

✔️ Led by Dru-Rae Lashley, CPA, CGA – 15+ years of finance leadership

✔️ Proven results: Reduced client close cycle by 7+ days

✔️ Fully remote | Flexible engagements | Tech-enabled delivery

✔️ Expertise in SaaS, nonprofit, manufacturing, and professional services

✔️ Powered by tools like Power BI, SQL, Oracle, NetSuite, and CaseWare

KPI Dashboard Mockup | Lashley CPA

📊 Sample KPI Dashboard – Fractional CFO View

Revenue
Gross Margin
Cash Burn Rate
Client Retention

📦 Fractional CFO Packages

Choose the package that best suits your growth stage and financial needs:

📌 Package 🚀 Ideal For 💰 Starts At
✨ Strategic CFO Lite Pre-revenue startups seeking forecasting & funding prep $2,500/month
📈 Growth CFO Scaling organizations needing cash flow clarity & KPI dashboards $4,500/month
🧩 CFO On-Demand Custom engagements or short-term advisory Contact us

🔹 All packages include remote delivery, monthly strategy sessions, and access to proprietary templates & dashboards.
🔹 Ask us about SR&ED optimization and cross-border tax add-ons.

📅 Book a Free Discovery Call

📌 Feature ✅ Included 📌 Feature ✅ Included
Monthly financial dashboards ✔️ Quarterly reporting to leadership ✔️
Budget vs actuals tracking ✔️ Slack/email support ✔️
Cash flow forecasting ✔️ Bookkeeping services ✔️
Strategic financial planning ✔️ Tax filing services ✔️
Profitability and KPI analysis ✔️ Support with fundraising/lending ✔️