Fractional CFO · Chicago
Most businesses this size can’t justify a full-time CFO. They can justify ours.
The whole finance function, staffed part-time: books, controls, reporting, and the counsel a CFO gives.
Start a ConversationWhat we do, next to who you already pay
A CFO is an office, not a seat. We staff every floor.
A bookkeeper
Your CPA
Typical fractional CFO
Madison West
Floor 04The CounselForecasting, pricing, the next hire, the lender, the exit.
Floor 03The ReportingNumbers on a fixed rhythm, built for a decision.
Floor 02The ControlsWho approves what, so the same mistake stops recurring.
Floor 01 · FoundationThe BooksReconciled, closed monthly, kept so everything above it can be trusted.
Outside the officeTax, audit, attestationStays with your CPA. We are not one.
Software does the fast, repetitive work on the ground floor. A person who knows your business checks it before it reaches you.
IndustriesWhere we work across Cook, DuPage & Lake County →
Six industries. We learn each one deeply.
Private Practice
Dental · Med Spas · Clinician-OwnedWhich providers, treatments, and memberships actually make money.Fire & Life Safety
Sprinkler · Alarm · ExtinguisherRecurring revenue that actually stays recurring.Commercial Building Trades
HVAC-R Service · Overhead Doors & DocksWhich customers, contracts, and crews return the most.Auto & Fleet Repair
Independent Shops · Fleet MaintenancePricing, bays, and labor decided on real performance.Wholesale & Retail
Independent Retail · Small DistributorsWhich categories earn their shelf space.Restaurants & Hospitality
Full-Service · Multi-Location GroupsWeekly prime cost, by location, you can run on.Work with us
Every engagement starts with a Read.
Step 1 · The Read
A short, fixed-fee diagnostic.
What’s broken, what it’s costing you, which floors are missing.
Step 2 · The Decision
Yours to make.
If it’s a fit, it becomes an ongoing CFO relationship. If not, you keep the memo.
Step 3 · The Office
Staffed, monthly.
A small number of engagements at a time, so each one gets senior attention.
If the Read doesn’t turn up findings worth more than the fee, you don’t pay for it.
PE operating partners & portfolio company CFOs
Our work with PE-backed companies →If there’s a sponsor, the clock is different.
The same four floors, aimed at a 100-day plan and reporting the investment committee will actually use.
Who’s behind it
Between us: Big Four transaction advisory, and buy-side diligence on private equity deals at a global bank. We’ve been the people brought in to check whether a company’s numbers hold up.