1. Home
  2. Services
  3. Fractional Finance Leadership

Fractional Finance Leadership

Senior tax, treasury, and finance leadership embedded in your team. You get an executive who owns the function and answers to you, scaled to the hours the work requires.

Capabilities

What we do

  • Head of Tax
  • Treasury
  • Fractional CFO
  • SEC filings
  • Advisor management
  • Fractional Head of Tax

    Ownership of the tax function, including the provision, the compliance calendar, advisor management, audit support, and the tax sections of your SEC filings.

    • ASC 740
    • Compliance calendar
  • Treasury leadership

    Banking relationships, cash management, digital asset custody arrangements, and oversight of hedging programs.

    • Custody
    • Hedging
    • Banking
  • Fractional CFO

    Financial planning and analysis, board reporting, financing support, and building the finance function ahead of a raise, a sale, or a listing.

    • FP&A
    • Board reporting
  • SEC reporting support

    Tax and treasury disclosures in Forms 10-Q and 10-K, disclosure committee sub-certifications, and coordination with external auditors.

    • 10-Q / 10-K
    • Sub-certifications
  • Advisor management

    Scoping, pricing, and managing Big Four, national accounting, and law firm advisors, so each engagement covers what you need and nothing you don't.

    • Scope control

When clients call us

Situations we see most often

  • You are newly SEC-reporting and don't yet have a Head of Tax.
  • Your controller is carrying the tax provision and it shows in the audit.
  • You hold digital assets and need custody, banking, and treasury policy ready for investor and acquirer diligence.
  • Your advisor spend is growing faster than your visibility into what you are paying for.
  • You are preparing for a financing, sale, or listing and need finance leadership now.

Engagement model

How fractional engagements run

  • A defined commitment

    A monthly time commitment set in the work order and adjusted as your calendar changes.

  • Capacity when it counts

    More hours at quarter-end, filing deadlines, and transactions. Fewer in between.

  • A path to full-time

    When you are ready to hire, we help define the role, assess candidates, and hand over the function.

Talk to us about fractional finance leadership.

Tell us the question, the deadline, and who else is involved. We'll tell you how we would approach it.

Start a conversation