Fractional CFO
Clear Financial Leadership for Growing Businesses
CFO-level guidance for owner-operated businesses that want to improve profitability, strengthen cash flow, and build long-term value without hiring a full-time CFO.
Prefer to call? (801) 440-0073
You Know You’re Making Money. So Where Is It Going?
Profit doesn’t always feel like cash. Financial reports don’t always tell a clear story. Decisions become reactive. Growth happens, but without the structure needed to sustain it.
Most businesses at this stage don’t need more reports. They need financial leadership that turns the numbers into direction.
CFO-Level Guidance Without the Full-Time Overhead
We help you understand where your money is going, improve profitability, increase cash flow, build scalable financial systems, and make confident decisions.
We don’t just report the numbers. We help you use them.
What We Do
Cash flow management and forecasting
Profitability improvement
KPI development and tracking
Strategic decision support
Who We Work With
We work with $500K–$15M companies in service, medical and dental, construction, and light industrial sectors.
Our clients are owner-led businesses that know they’re profitable but don’t have clear visibility into what is driving or limiting growth.
About Phoenix CFO
(From the Owner)
With a background in accounting, an MBA, and experience serving as both Controller and CFO, I’ve spent my career helping businesses bring clarity to their financials and improve performance.
Most recently, I was part of the leadership team of a dental marketing company, helping guide its transition into a SaaS-driven business.
Phoenix CFO was built on a simple idea: when financial leadership is strong, businesses operate with greater clarity, confidence, and control.
How We Work
We think like owners.
We simplify complexity.
We focus on results.
We communicate with honesty.
Get Control of Your Financials
Growing without financial clarity creates unnecessary risk. The right leadership can help you see what’s happening, make better decisions, and move forward with confidence.
Get Financial ClarityOr call (801) 440-0073
