Provides strategic financial leadership
• Develops long-term financial strategy aligned with business goals
• Builds financial models and forecasts to guide decision-making
• Advises on capital structure, fundraising, and investment readiness
Data-Driven Decision Support
• Translates raw financial data into clear, actionable insights
• Designs reporting systems that reveal the story behind the numbers
• Helps owners shift from gut-based decisions to evidence-based strategy
Cash Flow & Cost Management
• Improves cash flow visibility and control
• Identifies cost-saving opportunities and margin improvement strategies
• Builds budgets that are both realistic and responsive
Systems and Process Optimization
• Build on existing systems to help your business run even better—and earn more - while mirroring how your business actually operates
• Streamline processes to reduce friction, save time, and improve consistency
• Create reporting systems that support better decision-making by giving you timely information when you need it
• Align financial and operational data to unlock margin and revenue opportunities
Growth and Transition Planning
• Supports expansion, acquisitions, or succession planning
• Prepares businesses for investor conversations or lender negotiations
• Helps navigate major transitions with financial clarity and confidence
When you need the skills -
and are still building the scale
Here are some of the things Erin does for clients as a Fractional CFO.