HOME/SERVICES/
Interim CFO Services
Interim CFO

Your CFO left. The board meeting did not move.

An unexpected departure, a planned leave, or a long search cycle creates a business interruption you cannot afford. We step into the seat at full capacity, with no ramp-up period, and hold it until your permanent CFO arrives.

THE ENGAGEMENT AT A GLANCE
COMMITMENT
Typically full-time, for the length of the transition.
TYPICAL TRIGGER
A departure, a leave, or an executive search in progress.
WHO STEPS IN
A Big-4-trained CPA who has held the seat before.
HANDOVER
Documented processes and current books for the incoming CFO.
You pay only for what you need, and the expertise is there when the work spikes.
WHEN THIS IS THE RIGHT CALL

You are probably a candidate if one of these is true right now.

If none of them quite fit, one call will tell you whether interim is the wrong shape and something else is the right one.

01
You unexpectedly lost your CFO and want the position filled while you run an executive search for a permanent hire.
02
You are focused on a specific project that needs specialized financial expertise, such as preparing a sale or merger, or raising debt funding.
03
You are planning for a break in CFO staffing due to parental or medical leave.
04
Your board, investors, or lenders need to see a steady hand on finance while the organization is between leaders.
WHAT WE OWN

An interim CFO works with your CEO, management team, and board on the real decisions.

Not a caretaker. The same authority and scope your permanent CFO would carry.

01

Strategic counsel to the CEO

Working directly with your CEO, management team, and board on the strategic business issues that cannot pause for a search.

02

The accounting function

Oversight of accounting and the supporting functions, so the close, the controls, and the reporting stay on schedule.

03

External relationships

Reassurance for the board, investors, creditors, suppliers, banks, and auditors during a leadership change.

04

A clean handover

Current books, documented processes, and a stable team, so the incoming permanent CFO starts without a cleanup.

INTERIM OR FRACTIONAL

Two words the market uses loosely. Here is what we mean by each.

Getting the shape right matters more than the title. The wrong one costs you either money or coverage.

Interim CFO

Typically a full-time financial consulting position, retained for the transition period between one CFO leaving and the search and hiring of the next.

Fractional CFO

A strategic financial partner who works part-time on a regular basis. A cost-effective way to access senior expertise you cannot justify full-time.

WHO LEADS IT

The person in the seat has held the seat before.

Every CFO spent their career as a CPA inside a Big 4 accounting firm before joining us. When an interim CFO walks into your first board meeting, they are not learning the job on your time.

MEET THE LEADERSHIP TEAM →
The books were up to date, the processes were documented, and the team was stable. There was no scramble, no reporting gaps, and no surprises for investors or the board.
Kevin Sarney, CPA, MBA · Life Sciences CFO, on an interim engagement through a CFO transition

One call, no charge, and a straight answer on whether we are the right fit.

You will speak with the CFO for your market, not a salesperson. If the answer is no, we will tell you that too.