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Fractional Chief Financial Officer Services

As businesses grow, their financial complexities increase, often surpassing the capabilities of basic accounting or internal financial management. For small and medium-sized enterprises (SMEs) with revenues between $1 million and $10 million, this can signal the need for a Chief Financial Officer (CFO). A CFO brings strategic financial oversight, helping manage growth, optimize cash flow, and prepare for fundraising or investor relations. However, many SMEs may not require a full-time CFO and can benefit from the cost-effective, flexible solution of hiring a fractional CFO.

young female business professional who is considering fractional coo and cfo services from Optima Office
  • At Optima Office, we believe in the power of strategic financial leadership.

  • Our experienced fractional Chief Financial Officers (CFOs) offer comprehensive oversight of your accounting team, eliminating the need for a full-time, in-house CFO and the associated high costs.

  • With a blend of experience and dedication, our fractional CFOs are primed to enhance your business value.

 

 

 

Key Responsibilities & Services of Our Fractional CFOs

  • Implementing and supervising internal controls.
  • Managing projects with significant financial implications.
  • Cultivating relationships with external financing sources.
  • Steering major strategic objectives.
  • Serving as a crucial advisor to company management.
  • Analyzing financial statements for actionable insights.

 

Why Optima's Fractional CFO Services?

Our fractional CFOs not only focus on driving enterprise value but are also adept at minimizing risks. Their expertise extends to providing forward-thinking strategies and helping your company reach its goals. They ensure:

  • Effective management of cash flow and overhead expenses.
  • Establishment of credit policies for customers.
  • Negotiate favorable payment terms with key vendors.
  • Continuous evaluation and tracking of key performance indicators (KPIs) propelling your business forward.

How We Help You

Here's our simple process to get started with our Fractional CFO Services:

  • Schedule a Consultation: We'll discuss your financial challenges and goals. 
  • Customized Financial Strategy: Your CFO will craft and implement a plan based on your specific needs.
  • Ongoing Financial Leadership: Receive ongoing financial oversight, reporting, and strategic advice. 

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Steve Mariucci, ISLE

ISLE has worked with Optima’s accounting team for over a decade. We consider Optima more than a solid vendor; they are a trusted partner. 

Steve Mariucci

ISLE

Fractional CFO Guide

Meet Your Next Fractional CFO

Headshot

John Lomoro

Consulting CFO
John has over 30 years of experience in private and publicly held companies in such industries as life sciences, Software-as-a-Service (SaaS) and manufacturing. He has a significant amount of experience in scaling financial operations and reporting of fast-growing companies as well as collaborating with C-level personnel on strategic and operational goals.  Furthermore, he has facilitated equity and debt financing that has allowed companies to grow and achieve their strategic goals.  Other qualifications that John brings to an engagement are budgeting/forecasting, treasury management, contract negotiations, and M&A to name a few. John started his career in public accounting at Ernst & Young LLP. He is a licensed certified public accountant in California and received his B.S. degree in Accounting from St. Cloud State University in Minnesota.

Education: 
St. Cloud State University in Minnesota - B.S. degree in Accounting
john.lomoro@optimaoffice.com LinkedIn

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