Know your numbers. Own your growth.

Onward CFO is a fractional CFO and strategic advisory firm helping founders and business owners gain full clarity over their financial performance, cash flow, and long-term growth strategy.

We bring Fortune 500-level financial leadership to small and mid-sized businesses so you can stop guessing and start making confident, data-backed decisions.

You shouldn’t be making big business decisions in the dark.

Most growing businesses hit the same wall:
Revenue is growing, but profit isn’t clear
Cash flow feels unpredictable
Financial reports don’t actually help you decide anything
You rely on gut feeling instead of real numbers
Your accountant looks backward, not forward

If this feels familiar, you’re not alone—and you’re not supposed to figure it out alone either.

The Financial Leadership Your Business Has Always Needed

We embed with your business as your fractional CFO bringing the same caliber of financial strategy found inside Fortune 500 companies, now working directly for you. We don’t just report what happened.

Know Your Real Numbers

Monthly P&L, balance sheet reviews, KPI dashboards, and financial ratio analysis so you always know exactly where your business stands.

Control Your Cash

13-week cash flow forecasting and proactive planning so you’re never caught off guard by a shortfall again.

Grow With a Plan

Quarterly and annual planning, scenario analysis, and long-range forecasting so your growth is intentional not accidental.

Built for founders who are ready to scale intentionally

If your business is growing but your financial clarity isn’t keeping up, we can help.

Getting Started Is Simple

Most businesses don’t lack revenue. They lack clarity. A clear picture of your margins, your cash, and your path forward changes everything. Here’s how we get you there.

Book a Free Discovery Call

Relaxed, 30-minute conversation about your business and your financial challenges. No pitch. No pressure.

We assess your numbers

We identify where you stand, where the gaps are, and what it will take to bring real clarity to your finances.

We Go to Work

We embed as your CFO building systems, leading strategy, and making sure your numbers are finally working for you.

Refer Clients to Onward CFO. Earn 10% for the Life of the Client.

For CPAs, bookkeepers, business attorneys, bankers, consultants, and agencies serving small and medium sized businesses generating $500K to $20M in revenue.

Transparent Pricing. Real Value.

A full-time CFO can cost $300,000 or more per year. Our clients get the same level of financial leadership at a fraction of that cost.

Stabilize & Grow (Full Stack)

$6900 Annual

All in Control & Clarity
Quarterly & annual planning + forecasting
Long Range Planning 3 Years+
Scenario Planning
Board reporting and presentation preparation
BI Weekly check-in calls plus monthly strategy call

Control & Clarity

$3900 Monthly

One time Profitability Diagnostic

$2500

Built for founders who are ready to get serious about their finances.

We work with founders and business owners generating $500K to $30M in revenue who know their revenue — but not their real numbers. Our core expertise is in e-commerce brands, agencies, and retail businesses.

If your business is growing, we should be talking.

E-commerce brands

Scaling revenue but watching margins erode. No clear picture of true profitability per channel or product line.

Agencies

Inconsistent cash flow, unclear project profitability, and no financial infrastructure to support the next stage of growth.

Retail businesses

Managing overhead, inventory, and staff without forward-looking financial visibility to make smart decisions with confidence.

Ready to Know Your Numbers?

Book a free 30-minute discovery call with our team. We’ll listen to where your business is, identify the financial blind spots holding you back, and give you an honest assessment of whether Onward CFO is the right fit. No pitch deck. No pressure. Just a real conversation about your numbers and your next move.

No tax prep. No bookkeeping. Fractional CFO strategy for businesses doing $500K+ in revenue.