Fractional CFO Services for Scaling Companies

Build the Financial Leadership Your Next Stage Requires

Growth creates complexity.

Cash moves faster. Decisions carry greater consequences. Hiring, pricing, capital allocation, forecasting, and expansion can no longer be managed through historical reports and instinct alone.

Rework Capital provides embedded fractional CFO leadership for ambitious companies that need stronger financial direction, better decision-making, and a finance function built to scale.

We are not simply an outsourced finance provider.

We become part of your senior leadership team—helping you understand where the business stands, determine where it should go, and build the financial and operational discipline required to get there.

Clarity. Vision. Scale.

[Talk With a CFO]

More Than Financial Reporting

Most accounting providers tell you what already happened.

Rework helps you decide what happens next.

Our fractional CFOs work directly with founders, executives, internal finance teams, advisors, and investors to turn financial information into operating decisions.

That means helping leadership answer questions such as:

  • How much can we responsibly invest in growth?
  • Which products, services, locations, or customers are actually creating value?
  • When should we hire—and what can the business afford?
  • Where is cash being consumed?
  • What does the next twelve to twenty-four months look like?
  • Are we prepared to raise capital, pursue an acquisition, or respond to investor scrutiny?
  • What financial infrastructure must be built before the company reaches its next stage?

The result is not another dashboard.

It is greater decision capacity across the organization.

An Operating Finance Partner

Rework sits between traditional accounting firms and large consulting organizations.

Accounting firms are generally structured around accuracy, compliance, tax, and historical reporting. Large consultancies are often project-based, expensive, and removed from the weekly realities of the business.

Rework provides something different:

Continuous, operating-level financial leadership.

We combine senior CFO judgment with financial planning and analysis, recurring decision support, capital strategy, and hands-on execution.

Our team does not deliver recommendations and disappear. We help establish priorities, build the models, lead the conversations, monitor performance, and adjust the plan as conditions change.

We stay in the trenches with leadership.

Our Fractional CFO Framework

Clarity

Before a company can scale, leadership needs a reliable view of the business.

We help establish financial visibility, identify immediate risks, and determine which numbers truly matter.

Vision

Once the financial picture is clear, we help leadership translate its ambitions into an executable financial plan.

We work with founders and senior management to evaluate strategic choices, understand tradeoffs, and build a forward-looking view of the company.

Vision connects the company’s goals to the resources, milestones, and financial decisions required to achieve them.

Scale

Scaling requires more than a forecast.

It requires a finance function capable of supporting faster, more consequential decisions without losing control.

Rework helps establish the cadence, systems, accountability, and financial infrastructure needed to grow with discipline.

Scale means CFO judgment becomes part of how the company operates—not something leadership seeks only during a crisis.

What Our Fractional CFOs Do

Strategic Financial Leadership

Your Rework CFO serves as an active member of senior management.

We participate in strategic discussions, challenge assumptions, evaluate alternatives, and help leadership make decisions with a clear understanding of their financial implications.

Our role is not limited to producing reports. We help shape the decisions behind the results.

Financial Planning and Analysis

We deliver practical, operating-level FP&A designed to improve decision-making.

Depending on the company’s needs, our team may build and maintain:

  • Integrated financial forecasts
  • Cash flow models
  • Departmental budgets
  • Revenue and margin models
  • Headcount plans
  • Scenario analyses
  • KPI scorecards
  • Board and investor reporting packages

The models are not built to sit in a spreadsheet. They are built to guide action.

Finance and Accounting Oversight

A CFO cannot make strong decisions using unreliable information.

We oversee the broader finance and accounting environment to ensure leadership receives accurate, timely, and decision-useful information.

This can include managing internal personnel, coordinating outsourced providers, improving close processes, and ensuring that reporting supports the needs of the business.

Capital Strategy and Readiness

Raising capital begins well before the first investor meeting.

Rework helps companies become Due Diligence Ready by strengthening forecasts, financial narratives, reporting packages, data-room materials, and the assumptions supporting the growth strategy.

We also help leadership determine:

  • How much capital is actually needed
  • When capital should be raised
  • Which form of capital is appropriate
  • How the company should communicate its financial story
  • What investors, lenders, or buyers are likely to question
  • How proposed terms may affect the business

Our role is to help leadership enter capital conversations prepared, credible, and clear.

Advisor and Investor Coordination

Scaling companies often work with multiple outside professionals who are each seeing only part of the picture.

Rework helps connect those conversations.

We regularly coordinate with:

  • CPAs and tax professionals
  • Attorneys
  • Bankers and lenders
  • Insurance and benefits advisors
  • Wealth advisors
  • Investors
  • Board members
  • Transaction professionals

Through Rework’s broader platform, clients may also access aligned tax execution, fractional general counsel, and M&A or exit-planning capabilities.

Built Around the Needs of Your Company

Not every business needs the same finance structure.

Rework engagements are designed around the company’s stage, internal capabilities, operating complexity, and the density of financial decisions leadership is facing.

Embedded CFO and FP&A Team

Growing companies often need both senior financial judgment and ongoing analytical execution.

In these engagements, a Rework CFO leads strategy, prioritization, and executive decision-making while analysts support forecasting, modeling, reporting, and recurring deliverables.

This model gives leadership access to senior CFO expertise while creating the leverage needed to support a growing organization.

It is particularly effective for companies with approximately $5 million to $25 million in annual revenue that have outgrown basic accounting support but are not yet ready to build a complete internal finance department.

Strategic CFO Leadership

Larger or more financially mature companies may already have accounting and FP&A resources in place but still need experienced CFO judgment.

In these engagements, Rework focuses on matters such as:

  • Capital allocation
  • Board and investor communication
  • Growth strategy
  • Acquisitions
  • Executive decision support
  • Finance-team mentorship
  • Complex forecasting and scenario planning

These engagements are typically best suited for companies above approximately $25 million in annual revenue where strategic judgment—not routine execution—is the primary need.

Revenue ranges are directional. Fit ultimately depends on the company’s complexity, trajectory, leadership needs, and existing financial infrastructure.

Who We Work Best With

Rework is built for visionary founders and leadership teams pursuing significant growth.

Our strongest client relationships typically involve companies that:

  • Have moved beyond founder-led financial management
  • Are experiencing increasing operational complexity
  • Need better forecasting and cash visibility
  • Are making consequential hiring, pricing, or expansion decisions
  • Are preparing to raise capital
  • Are professionalizing the leadership team
  • Have outgrown an accounting-only relationship
  • Need to build or improve an internal finance function
  • Are considering an acquisition, recapitalization, or exit
  • Value direct, candid, senior-level guidance

We are not designed to be the lowest-cost financial provider.

We are designed for companies that recognize the economic value of better decisions.

What Makes Rework Different

CFO-Led From the Start

Every engagement is led by an experienced CFO.

Senior judgment is not added only when a problem escalates. It is embedded in the relationship.

Strategy and Execution

Some firms provide high-level advice without helping implement it. Others deliver recurring reports without offering meaningful strategic leadership.

Rework combines both.

We help determine what should happen—and help build the processes, models, meetings, and accountability required to make it happen.

Forward-Looking Finance

Historical accuracy matters, but it is only the foundation.

Our work centers on forecasts, operating drivers, future cash requirements, strategic choices, and the decisions leadership must make next.

Continuous Partnership

Our engagements are ongoing and embedded rather than episodic.

We participate in the operating rhythm of the company, develop context over time, and help leadership respond as priorities and market conditions evolve.

An Integrated Advisory Platform

Scaling companies need their financial, tax, legal, capital, and exit strategies to work together.

The Rework platform brings those disciplines into closer alignment through:

  • Rework Capital: Fractional CFO, FP&A, capital strategy, and robust operations consulting
  • Rework Tax: Business and personal tax strategy and execution
  • Rework Law: Fractional general counsel on a flat monthly model
  • Rework Brokerage: M&A advisory, exit planning, due diligence, and buyer communications

Clients gain a coordinated advisory ecosystem designed around the full lifecycle of a growing company.

When Is It Time to Hire a Fractional CFO?

A company may be ready for fractional CFO support when:

  • Revenue is growing but cash remains unpredictable
  • Financial reports arrive too late to influence decisions
  • The founder is still acting as the finance leader
  • The accounting team produces numbers but cannot interpret them strategically
  • Leadership lacks a reliable forecast
  • Hiring and investment decisions are being made without scenario analysis
  • The company is preparing for a capital raise or lender conversation
  • Investors or board members are asking for more sophisticated reporting
  • The business has several entities, locations, revenue streams, or operating divisions
  • Leadership is considering an acquisition or exit
  • A full-time CFO is not yet necessary—or the company needs immediate support while conducting a search

Fractional CFO services can also support companies during leadership transitions, periods of rapid growth, financial stabilization, or major strategic initiatives.

From Financial Information to Better Decisions

Rework Capital helps scaling companies build the financial leadership they need before complexity becomes a constraint.

We bring together CFO judgment, FP&A, capital strategy, operational discipline, and hands-on partnership to help leadership see clearly, plan confidently, and scale deliberately.

Clarity creates confidence.
Vision creates alignment.
Scale creates enterprise value.

[Start a Conversation]

Frequently Asked Questions

What is a fractional CFO?

A fractional CFO is an experienced financial executive who provides ongoing CFO leadership without joining the company as a full-time employee.

Unlike a bookkeeper or controller, a fractional CFO focuses on forward-looking financial strategy, forecasting, cash planning, capital allocation, executive decision support, and the development of the company’s broader finance function.

How is a fractional CFO different from an accountant?

Accountants primarily focus on transaction accuracy, financial statements, tax compliance, and historical reporting.

A fractional CFO uses that financial information to help leadership make decisions about the future. This includes forecasting, strategic planning, growth investments, hiring, pricing, capital, risk, and operational performance.

The functions are complementary, but they are not interchangeable.

How much does a fractional CFO cost?

The cost depends on the company’s size, complexity, existing finance team, and required level of support.

Rework structures engagements around the work required to produce meaningful outcomes rather than offering a generic hourly package. Following an initial conversation, we recommend an engagement model aligned with the company’s needs and stage of growth.

Does Rework replace our bookkeeper or CPA?

Not necessarily.

We frequently work alongside internal accounting teams, outsourced bookkeepers, tax professionals, and existing advisors. Our role is to lead the financial strategy, improve the quality and usefulness of reporting, and ensure the broader finance function supports leadership’s decisions.

Where gaps exist, we can also help strengthen or coordinate those functions.

Can Rework help us raise capital?

Yes.

Rework helps leadership evaluate capital needs, build forecasts, prepare financial materials, organize due diligence, develop the financial narrative, and lead strategic discussions with potential investors or lenders.

We focus on making companies Due Diligence Ready—not simply introducing them to capital sources.

Do you work with early-stage companies?

We selectively work with earlier-stage companies when they are well-capitalized, pursuing substantial growth, and facing financial complexity that warrants senior CFO leadership.

Our model is generally not designed for small lifestyle businesses seeking basic bookkeeping or occasional financial advice.

Do you work with companies outside Florida?

Yes.

Rework is headquartered in Sarasota, Florida, and works with leadership teams across multiple markets. Engagements may be delivered through a combination of virtual collaboration, recurring leadership meetings, and in-person support where appropriate.

Schedule a consultation today
See what our coaching style is like yourself. Learn More