Fractional CFO Services

Your Business Our Focus

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We understand the importance of having a strong foundation when starting a new business or growing an existing one. At Sullivan & Associates, we offer a variety of CFO support services that include financial statement analysis, the preparation of business plans, creation of due diligence materials, detailed financial projections and business valuation.

CFO related finance services are offered on a fractional and interim basis for companies navigating growth and change. a solution designed to provide strong financial oversight and strategic insight on a part-time or project basis. This approach allows businesses to benefit from high-level financial expertise without the cost associated with a full-time executive.

What is a Fractional CFO?

A Fractional CFO is a finance professional who provides CFO services on a part-time, flexible and affordable basis. Unlike a full-time CFO, a Fractional CFO works for multiple clients simultaneously, offering expertise in financial strategy, management and oversight without the cost of a full-time position.

Key Responsibilities

  • Financial strategy and planning
  • Cash flow management
  • Financial reporting and analysis
  • Risk management
  • Budgeting and forecasting
  • Overseeing financial operations

Some of our achievements 

Founded in 2001, dedicated to business owners like you...

Years of Expreance
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Industries Served
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Million Funds Raised
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Process

1

Discovery Call

It starts with a simple conversation. In a free discovery call, we listen carefully to understand your business, challenges, and ambitions. No pressure, no jargon, just a clear, open discussion to explore where CFO support could make a difference.

2

Understand Your Goals

We dig deeper to understand what success looks like for you – be it both professionally and on a personal level. Whether it’s improving cash flow, budgeting, scaling sustainably or giving you back more time, we align around your priorities so every step we take together supports your goals and your values.

3

Create a Plan

We create a clear, flexible plan. From day one, you’ll know what, when, and why, ensuring focused delivery, measurable outcomes, and financial insight that fits with your business. Our planning process keeps everything on track and aligned with your long-term vision.

Some examples of what CFO’s actually do:

  • Review of monthly financial statements
  • Create annual budgets, with updates on a monthly or quarterly-basis
  • Prepare monthly financial packages to include: budget-to-actual comparison, variance analysis, KPI reporting
  • Prepare rolling 12-week cash flow forecasts and recommendations on how to optimize cash flow
  • Design and implement financial processes and internal controls
  • Investor / Bank relations
  • Integrate financial analysis into pricing decisions
  • Prepare long-term financial forecasts and business plans (3-5 years)
  • Strategic review and SWOT analysis of business operations
  • Capital Raising

Sullivan & Associates Ltd.

Business Stages We Serve

Research & Concept

Start-Up

Early Stage

Growth Stage

Mature & Exit

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