Fractional CFO Services
Turn Financial Data into Strategic Decisions
Clean financials tell you what happened. A CFO helps you understand what comes next.
Saltmarsh provides fractional CFO services that deliver executive-level financial guidance, strategic insight, and disciplined execution—helping leadership teams make confident, informed decisions about growth, risk, and performance.
Talk with our Fractional CFO Team
Strategic Financial Support for Growing Businesses
Accurate reporting is essential – but it’s not enough.
The gap between knowing your numbers and making confident decisions about the future requires more than compliance. It requires financial leadership, forward-looking insight, and the ability to translate strategy into measurable outcomes.
Saltmarsh helps bridge that gap – bringing clarity, discipline, and perspective to the decisions that shape your business.
When Does a Business Need a Fractional CFO?
Fractional CFO services are designed for organizations that have outgrown their current financial capabilities and need strategic leadership.
Founder-Led and Owner-Managed Businesses
When growth introduces complexity and decisions carry greater financial impact, we provide guidance grounded in experience and data.
Organizations Preparing for Capital
Whether raising capital, refinancing, acquiring, or planning an exit, we help ensure your financial infrastructure and reporting stand up to scrutiny.
Leadership Teams That Need a Strategic Partner
We go beyond reporting – translating financial data into actionable insight that supports critical decisions.
What a Fractional CFO Actually Delivers
A fractional CFO acts as a strategic partner to leadership – connecting financial performance to business strategy.
Strategic Financial Leadership
Objective guidance on key decisions, risk, and growth initiatives—aligned to long-term goals.
Budgeting & Forecasting
Annual budgets, rolling forecasts, and scenario planning that support proactive decision-making.
Reporting & Performance
Management reporting, KPI dashboards, and analysis designed to drive action—not just compliance.
Strategic Financial Leadership & Advisory
Turn strategy into financial reality. Replace gut feel with data-driven confidence.
We support leadership teams in evaluating growth opportunities, assessing risk, and aligning financial strategy with long-term objectives.
Budgeting, Forecasting & Financial Modeling
Stop reacting to results – start anticipating them.
We build forward-looking financial models, forecasts, and projections that allow leadership to act early and plan with confidence.
Financial Reporting & Performance Management
Know what happened, why it happened, and what to do next.
We design reporting that connects financial performance to operational reality—so leadership can make informed decisions.
Cash Flow & Working Capital Management
Cash flow is often the real constraint.
We help manage liquidity, forecast cash needs, and optimize working capital to support stability and growth.
Systems, Processes & Financial Infrastructure
Strong financial insight starts with strong systems.
We improve accounting processes, internal controls, and systems to ensure accuracy, scalability, and efficiency.
Board, Investor & Stakeholder Support
Tell a clear, credible financial story.
We prepare leadership for board meetings, investor discussions, and capital events with reporting that builds confidence and trust.
Flexible CFO Support That Scales with Your Business
Our fractional CFO services are tailored to your needs:
- Part-Time CFO – Ongoing leadership support on a consistent cadence for organizations that need consistent financial leadership.
- Project-Based Support – Targeted expertise for specific initiatives, transitions, or time-bound projects that require executive-level financial expertise.
- Embedded Advisor – Integrated into your leadership team for ongoing strategic support.
Why Businesses Choose Saltmarsh for Fractional CFO Services
Organizations choose Saltmarsh for our depth of experience and practical, business-oriented approach.
- Senior-Level Expertise
Our CFOs bring real-world experience – not plain analysis or templated advice.
- Strategic + Practical Approach
We combine big-picture thinking with actionable execution.
- Integrated Advisory Model
Our CFO services align with accounting, tax, and advisory – reducing friction and improving outcomes.
- Trusted Partnership with Leadership Teams
We work alongside ownership and executives, becoming a true extension of your leadership team.
Let’s Talk About your Next Phase of Growth
If you’re looking for clearer financial insight, stronger decision support, and a more strategic approach to managing your business, we’re ready to help.
Talk with our Fractional CFO Team
Meet Our Fractional CFO Leaders
Saltmarsh clients work directly with experienced professionals who bring real financial leadership to every engagement.
Jeff Clark
Director
Jeff is a director and Fractional CFO with over 35 years of experience in outsourced accounting services, helping organizations build disciplined, scalable finance functions. His primary areas of experience include providing financial oversight, performance analysis, and strategic guidance, translating complex data into clear, actionable insights with modern accounting practices.
Jen Hogan, CPA
Director
Jen is a director and Fractional CFO, who brings the perspective of a seasoned CFO in the Outsourced Accounting Services practice at Saltmarsh. She brings a comprehensive perspective blending operations across accounting, advisory, and finance functions, including executive-level strategy. She partners closely with clients to translate financial data into actionable insight, strengthen financial infrastructure, and support confident decision-making around growth, profitability, and risk.
Suzanne Bach, CPA, CIT
Partner
Suzanne is a partner in the tax, accounting, and advisory services, where she leads the compliance and advisory services, including specialty groups of SALT, M&A, Trust & Estate, and CAS. She began her career in public accounting in 2003, with a focus on tax and consulting.
Alex Hoffa
Manager
Alex is a manager in the Outstourced Accounting Services practice of Saltmarsh. She works closely with clients to provide accounting and advisory support, drawing on her experience serving financial institutions, construction companies, private businesses, and not-for-profit organizations.
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Let's Talk
Achieve more with less through scalable finance and accounting support tailored to your business. From essential bookkeeping to full-service back-office solutions and special projects, we deliver timely data, efficiency, and strategic insight. Reach out today to find the right level of support for your organization.