Executive Financial Leadership
CFO Services Built on Reliable Reporting and Controls
CFO support works best when the books, reporting, and decision-support infrastructure are strong enough to carry strategy. We build that foundation first — then deliver the financial leadership that actually moves the business.
Montana-Based. Serving Clients Nationwide.
Fractional CFO Services starts at $3,500/mo
What this engagement covers
"CFO" has become a broadly used term, and the scope and depth of what gets delivered varies significantly — not always in the client's favor. Different areas of the business are at different maturity levels. Financial data quality, operational visibility, and process accountability are often uneven. We assess where you are, build what's missing, then deliver strategic leadership that transforms.
The 406 Difference: we don't just sell CFO services — we ensure they work. This approach was shaped by someone who has seen what happens when strategy runs ahead of infrastructure — at a scale where the consequences were immediate. We help you build these conditions through our Controller Services — so you're ready for maximum impact.
Who it's for
- Businesses at $1M–$50M+ in revenue ready for strategic financial leadership
- Companies with solid bookkeeping and operations but lacking strategic direction
- Organizations preparing for growth, acquisition, fundraising, or exit
- Businesses where financial decisions need senior-level oversight and alignment
- Companies that have tried fractional CFO services before and want a different model
What you get
- Trustworthy financial data and operational visibility
- Strategic perspective aligned to long-term direction
- Decision framing for major commitments and trade-offs
- Risk and capital awareness of exposure, capacity, and constraints
- Alignment and governance ensuring financial decisions support overall strategy
- Forecasting and financial modeling for planning scenarios
- Board-ready financial packages and reporting
- Investment due diligence support
- Business valuation and exit readiness assessment
- EBITDA normalization and quality of earnings preparation
How we work
- Assessment of financial maturity across five dimensions
- Building infrastructure gaps through controller services first
- Strategic oversight once the system is mature
- Regular cadence for financial review and decision support
- Integration with bookkeeping, payroll, and tax preparation
- Investor and board presentation support when needed
Frequently asked questions
Ready to Build Your Financial Infrastructure?
Schedule a Business Readiness Review — direct, practical, and no pressure.
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