Access experienced CFO-level expertise to improve financial visibility, strengthen strategic decision-making, and build the financial foundation needed to support sustainable business growth
Schedule a consultationFinancial solutions tailored to your business.

Build reliable forecasts, budgets, and financial models to support growth and decision-making.

Improve visibility into cash position, working capital, and future financial needs.

Develop meaningful reports and performance metrics that help leadership stay informed.
Support where growing businesses need it most.
Gain a clearer understanding of performance, profitability, and future opportunities through consistent reporting and analysis.
Access strategic financial insight that helps leadership evaluate investments, growth initiatives, and operational priorities.
Build the financial structure, reporting processes, and planning framework needed to support sustainable growth and long-term success.
Questions About
Fractional CFO
Services
Yes - TriPoint Advisors has extensive experience in helping companies put together their annual budget/strategic plan. This is a critical task that many small/mid sized businesses fail to do which, in my opinion, leads to poor outcomes. Please contact TriPoint Advisors if you need help putting your together your annual budget!
Yes! Your Fractional CFO will create a financial reporting package that will be delivered to the client and reviewed in detail on a 2 hour monthly call.
TriPoint Advisors will free of charge spend the time to better understand your business and your Finance needs. Following the assessment, TriPoint Advisors will provide you a custom monthly estimate for a fixed, monthly cost to support your business. Fractional CFO services typically start at ~$7,500/month
Yes - TriPoint Advisors has multiple clients where our staff are named CFO's of the businesses they are supporting.
In our experiences, companies generating over $5M in revenue is complex enough to need significant financial oversight. Oftentimes, the owner/CEO are not trained finance professionals. They have done a excellent job scaling a company and generating significant revenues, but there comes a point where the business is running ahead of the financials. The company is not in touch with profitability and where it should be investing. When do I hire more people? Can I afford more people? What happens to the profitability if I change the price of my product? When the CEO can no longer easily answer these questions, its time to call in reinforcements and TriPoint Advisors is here to help!
TriPoint partners with leading financial and operational technology providers to help businesses improve reporting, visibility, and efficiency.