Turn your financials into your competitive advantage.
Fractional CFO services providing the strategic insight you need for total clarity, sustainable growth, and maximized profits.
Book an Intro CallFractional CFO services providing the strategic insight you need for total clarity, sustainable growth, and maximized profits.
Book an Intro CallWe provide the forward-looking oversight growth-stage builders need to turn historical data into a strategic roadmap.
Financial Performance Management
Monthly and quarterly reporting with regular strategy calls to review performance, stay accountable, and adjust the plan in real time.
Strategic Planning & Forecasting
12-month rolling forecasts and multi-year scenario modeling. We replace static budgets with dynamic roadmaps that evolve as you scale.
Cash Flow Visibility
13-week cash flow modeling so you always know your liquidity position to fund growth and make decisions without guessing.
AI & Process Optimization
We identify automation opportunities and implement AI tools that streamline your operations and sharpen your competitive edge.
Financial leadership without the $300k+ price tag. You get the strategic thinking, financial modeling, and decision support of a full-time CFO on a flexible, part-time basis.
We don't just hand you reports. We make sure you understand what the numbers mean and what to do about them, so you can lead your business with confidence.
Free Financial Audit
Take one of three free self-assessments and get a scored breakdown of what's working and what needs attention.
Take a Free Audit →Choose the level of partnership that fits your stage. These tiers are a starting point, not fixed. Pricing typically starts at $2,000/mo and scales with scope and complexity.
Foundation
Business owners needing financial oversight and baseline clarity.
Calls & Meetings
Support
Cash Flow & Planning
Reporting & Analytics
Bookkeeping & Tax
Growth
Growing teams requiring active forecasting and strategic support.
Everything in Foundation, plus:
Calls & Meetings
Support
Cash Flow & Planning
Reporting & Analytics
AI & Process
Premier
Scaled businesses ready for a full strategic financial partner.
Everything in Growth, plus:
Calls & Meetings
Cash Flow & Planning
Reporting & Analytics
AI & Process
Standalone engagements for businesses that need targeted expertise outside of an ongoing package.
Strategy & Planning
Financial Operations
Growth & Transactions
Team & Organization
& more. Have a unique challenge? Let's discuss it.
We'll discuss your goals and identify the financial gaps holding your business back.
We analyze your financials, identify quick wins, and design a clear plan tailored to your growth stage.
Get ongoing strategic support with real-time reporting and 24/7 access. We handle the numbers so you can lead the growth.
Great bookkeeping tells you where you've been. But knowing what happened last quarter doesn't help you decide what to do next quarter. We pick up where your accounting team ends, building forecasts, modeling scenarios, and giving you the financial strategy to make confident decisions instead of anxious ones.
24/7
Slack access to your CFO
FP&A
Forward-looking financial modeling
Strategic
Decision frameworks, not just reports
“I spent my career leading FP&A functions and advising decision-makers on the operational and financial decisions that shape a business. But I'm also a builder who is invested in the success of your business. I started Ridgeline CFO because I saw too many companies with solid revenue and clean books, but no one helping them figure out what to do next. The finance seat is either empty or filled by someone who wasn't built for strategy.”
I'm here to fill that gap by providing the strategic layer you need to scale profitably.
Nick
Founder, Ridgeline CFO
No, we work with your existing team. They handle the day-to-day books, while we sit on top of that as your strategic CFO layer, turning historical data into forward-looking forecasts, cash flow models, and decision frameworks.
If you don't have accounting support yet, we can connect you with trusted partners from our referral network.
We primarily partner with businesses in the $1M–$30M revenue range. This is the sweet spot where financial complexity has outpaced your current systems, but you're not ready for a $300k+ full-time CFO.
Outside this range? We also offer project-based advisory work if a monthly retainer doesn't fit your needs. Let's chat.
A full-time CFO runs $300k+ per year. We give you that same expertise at a fraction of the cost.
All engagements are custom and scoped to your needs. While most fall between $3,000–6,000/month, pricing can vary based on your goals and required support. We also offer project-based pricing for one-time engagements.
Most clients choose one of our three monthly retainer tiers based on their current needs: Foundation for accountability and clarity, Growth for active forecasting and strategy, or Premier for comprehensive financial partnership with unlimited access. We customize the scope within your tier to fit your specific business challenges and growth stage.
Traditional consultants drop in, deliver a report, and leave you to figure it out alone. We embed as an ongoing part of your team with regular calls and 24/7 Slack access. We're responsive builders who get you the answers you need so you can get back to running your business and your life.
Book a free intro call. We'll talk about your business and how we can help.
