What is a Fractional CFO?
HELP YOU GET TO KNOW YOUR BUSINESS BETTER
TO PREDICT ISSUES BEFORE THEY HAPPEN
TO MAKE BETTER INFORMED DECISIONS
NOUN:
FRAC·TION·AL C·F·O
Being “fractional” brings to bear a suite of technical acumen that you can’t get from a solo CFO. We learn what makes you tick and where your finances lie. Simply put, we manage your financial operations and strategy so you can focus on you.
We're Not a Typical Fractional CFO
We go beyond the definition of a CFO to be a strategic + operational partner that builds your financial foundation, aligns your teams, implements processes, and helps scale your business.
FINANCIAL ANALYSIS
We transform complex, financial data into clear strategic insight – helping you understand where your business stands, where it’s headed, and what decisions will create the greatest long-term impact.
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STRATEGIC FINANCIAL MODELING
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CASH FLOW ANALYSIS
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FINANCIAL FORECASTING
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KPI PERFORMANCE TRACKING
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SCENARIO ANALYSIS
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EXECUTIVE REPORTING
BOOKKEEPING
We bring clarity and consistency to your financial operations – ensuring your records are accurate, organized, and built to support confident decision-making as you grow.
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TRANSACTION RECORDING
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MONTH-END CLOSE MANAGEMENT
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FINANCIAL STATEMENT PREP
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ONGOING FINANCIAL REPORTING
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PROCESS IMPROVEMENT
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ACCOUNTS PAYABLE & RECIEVABLE OVERSIGHT
EXECUTIVE COACHING
We help leaders think with greater clarity, communicate with greater confidence, and lead organizations with intentionality – strengthening both the executive and the business simultaneously.
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LEADERSHIP DEVELOPMENT
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DECISION-MAKING SUPPORT
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TEAM & ORGANIZATIONAL EFFECTIVENESS
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STRATEGIC PLANNING FACILITATION
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GROWTH COACHING
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EXECUTIVE COMMUNICATION GUIDANCE
MERGERS & ACQUISITIONS
We guide businesses through acquisitions, sales, and strategic partnerships with a disciplined financial approach – helping owners maximize value while protecting long-term vision.
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FINANCIAL DUE DILIGENCE
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VALUATION & DEAL ANALYSIS
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BUY-SIDE & SELL-SIDE SUPPORT
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TRANSACTION READINESS TESTING
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INTEGRATION PLANNING & EXECUTION
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STRATEGIC GROWTH ADVISORY
SPEAKING ENGAGEMENTS
We deliver thought-provoking conversations on leadership, finance, business strategy, and more – designed to challenge perspectives and leave audiences with practical, lasting insight.
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KEYNOTE PRESENTATIONS
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INDUSTRY CONFERENCE TALKS
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TEAM DEVELOPMENT SESSIONS
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BUSINESS STRATEGY PRESENTATIONS
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CUSTOM TRAINING PROGRAMS
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LEADERSHIP & FINANCE WORKSHOPS
What Are Our Financial Models?
MEET JANE!
Since our financial dashboards are uniquely customized to fit your company's needs and goals, we're using Jane's dental practice to show every aspect of this tool.
We believe knowledge is power, especially when it comes to finances. As a result, your dashboard will become your one-stop shop to gather the information you need to make confident, calculated decisions with 2R right by your side.
FINANCIAL MODELS ARE WHAT GIVE YOU THE 20,000-FOOT OVERVIEW, THEN BREAK IT DOWN TO THE 2,000-FOOT VIEW."
Engaging With 2R
Our onboarding starts the same for everyone we partner with: an audit to get an idea of where your business lies An audit can come with negative ideas, but we use an audit simply as a way to better understand your business from the beginning.
From there, onboarding becomes completely customized to your business. We will look into your communication style and level of financial literacy, so that we can meet you where you are. We want to find all of the pain points within your business, not just the financial ones. The other types of pain points—communicative, operational, knowledge-based—have a way of affecting your finances as well.
Commonly Asked Questions
What sets your company apart from other financial consultants?
We prefer to call our client/consultant relationships "partnerships" because what we do is customized to fit your unique needs. We work to identify problems with solutions already in tow.
What industries does 2R work with? Would we be a good fit?
We consider ourselves industry agnostic. While we currently work with non-profits, retailers, medical practices, construction and manufacturing companies, and M&A firms, we are open to all industries!
How do you manage anxiety relating to finance?
Financial anxiety is a reality for the majority of people. We are working to help create a new reality for business owners and individuals alike. Alleviating this anxiety is what we are founded on.
How do I know if we need a Fractional CFO?
The easiest answer is that if you feel like your finances are getting away from you, you should consider outside help. We would also be interested in seeing what opportunities you may be missing without a CFO.
How will you handle our lack of knowledge regarding finance?
We strive to meet you where you are regarding financial literacy. We understand that not every business owner understands their finances. Therefore, we work to build your knowledge and confidence.
How accurate are the financial models? Do they really work?
Each financial model is entirely customized to your business based on your people, statements, and departments. We use your past to predict the future, and can play out scenarios to see the effects.
