“I couldn’t afford a full-time CFO and honestly didn’t think I needed one — but I was overwhelmed and scared I’d mess something up. Evolv CFO gave me exactly what I needed: strategic guidance without the full-time commitment. It’s been a game-changer.”
“We had outgrown our bookkeeper, but I didn’t realize it until we started falling behind. Evolv didn’t just clean up our numbers — they helped us actually understand them. I finally feel like I’m making smart decisions, not just guessing.”
“We trialed Evolv CFO during a period of rapid growth. I needed someone with experience to help us forecast and build a real plan — and they delivered. Their support paid for itself within the first few weeks.”
Get the Financial Clarity You Need — Without the Full-Time Cost
Your business is growing, but your numbers are getting too complex to manage alone. Evolv CFO offers hands-on, part-time CFO support to help you scale confidently — without the $20K/month price tag of a full-time hire.
Your Financial Partner — Not Just Another Outsourced Service
Most business owners outgrow their bookkeeper before they realize it. We provide strategic financial guidance, not just compliance. If you’re starting to feel like you’re flying blind — we step in with the expertise you need, only when you need it.
✅ Stop worrying about “messing up the numbers”
✅ Get CFO-level insights — at a fraction of the cost
✅ Avoid financial pitfalls and plan for growth
Is a Fractional CFO Right for You?
If you:
- Don't want to pay for a full-time CFO (and don’t need one)
- Need more than bookkeeping, but not another employee
- Are making important financial decisions without real data
Then a fractional CFO is the smart middle ground. You get 15+ years of experience — without needing to train someone or take on payroll and benefits.
Choose the Right Financial Package for Your Stage
Whether you’re just getting organized or preparing for scale, we’ve got a plan to support you:
Silver
Solid reporting & planning
Ideal for newcomers. Essential features to kickstart sales and marketing. Perfect for small teams.
Get Started Now →- Reporting
- Profit & Loss
- Balance Sheet
- Cash Flow Forecast
- KPI Dashboard
- Budget vs. Actual Reporting
- Segmented Reports
- Planning
- Regular Planning Meetings
- Biweekly Cash Position & Financial Scrum
- Weekly Cash Position & Financial Scrum
- Monthly Close and Budget
- Monthly S&OP
- Quarterly Review and Planning
- Distribution Proposal
- Annual Budget & Tax Prep
- Always a phone call away
- Trustworthy, experienced, and licensed CPA
- Invested in you as part of your team
- Control
- Bookkeeping & Accounting
- Includes personal entities
- Includes two vertically integrated companies
- Cash Management
- Accounts Payable and Receivable Management
- Quarterly Plan Implementation
- Tax Filing for entities (not personal return)
- Software Optimization
- Integration Management
- Relationship Management
Prior Year's Clean Up($3000)
Gold
Comprehensive tools for growing businesses. Optimize your processes and productivity across your team.
Get Started Now →- Reporting
- Profit & Loss
- Balance Sheet
- Cash Flow Forecast
- KPI Dashboard
- Budget vs. Actual Reporting
- Segmented Reports
- Planning
- Regular Planning Meetings
- Biweekly Cash Position & Financial Scrum
- Weekly Cash Position & Financial Scrum
- Monthly Close and Budget
- Monthly S&OP
- Quarterly Review and Planning
- Distribution Proposal
- Annual Budget & Tax Prep
- Always a phone call away
- Trustworthy, experienced, and licensed CPA
- Invested in you as part of your team
- Control
- Bookkeeping & Accounting
- Includes personal entities
- Includes two vertically integrated companies
- Cash Management
- Accounts Payable and Receivable Management
- Quarterly Plan Implementation
- Tax Filing for entities (not personal return)
- Software Optimization
- Integration Management
- Relationship Management
Prior Year's Clean Up($3000)
Platinum
Full-service financial leadership
Advanced solution for enterprises. Cutting-edge features and top-tier support for maximum performance.
Get Started Now →- Reporting
- Profit & Loss
- Balance Sheet
- Cash Flow Forecast
- KPI Dashboard
- Budget vs. Actual Reporting
- Segmented Reports
- Planning
- Regular Planning Meetings
- Biweekly Cash Position & Financial Scrum
- Weekly Cash Position & Financial Scrum
- Monthly Close and Budget
- Monthly S&OP
- Quarterly Review and Planning
- Distribution Proposal
- Annual Budget & Tax Prep
- Always a phone call away
- Trustworthy, experienced, and licensed CPA
- Invested in you as part of your team
- Control
- Bookkeeping & Accounting
- Includes personal entities
- Includes two vertically integrated companies
- Cash Management
- Accounts Payable and Receivable Management
- Quarterly Plan Implementation
- Tax Filing for entities (not personal return)
- Software Optimization
- Integration Management
- Relationship Management
Prior Year's Clean Up($3000)
Ready to Evolve Your Financial Strategy?
Let’s talk. Book a free consultation and discover
how Evolv CFO can help you grow with confidence.
