Fractional CFO Advisory
Executive-level financial leadership without the full-time CFO cost.
CFO Needs Advisory partners with growing businesses to improve cash flow, profitability, and operational visibility — bringing board-level financial leadership at a fraction of the cost of a full-time CFO.
Executive Dashboard
LiveRevenue MTD
$1.36M
+8.2%
Gross Margin
42.7%
+1.4pt
Cash on Hand
$830K
+$170K
Who We Are
A strategic finance partner for growing businesses.
We help founder-led and operator-run companies improve profitability, cash flow, operational visibility, and executive decision-making through outsourced CFO leadership — bringing the rigor of a Big Four background and multi-entity operating experience into every engagement.
Meet the Founder
Alex Needelman, CPA
Founder · Fractional CFO
Alex is a Florida-licensed CPA and PwC alumnus with director-level operating experience across hospitality, real estate, construction, retail, and supply chain. Most recently he served as Director of Accounting & Finance at NDM Hospitality, leading a 22-person accounting team supporting 50+ entities and 700+ employees.
He founded CFO Needs Advisory to bring that same executive financial leadership — grounded in Big Four discipline — to growing businesses that aren't yet ready for a full-time CFO.
Common Frustrations
Sound familiar?
Most growing businesses outgrow their accounting before they can afford an executive finance team. Here's what we hear most.
I don't trust my numbers.
Reactive accounting and inconsistent month-end close.
We're growing but cash is tight.
Revenue is up but working capital is squeezed.
We lack visibility into profitability.
No segmented margin or job-level reporting.
We have no budget or forecast.
Decisions are made without a financial roadmap.
Our systems are disconnected.
QuickBooks, payroll, POS — none of it ties together.
We need executive finance leadership.
But not the cost of a full-time CFO.
How We Help
Actionable insight, not just compliance.
We translate your numbers into executive decisions — with the discipline of a Big Four auditor and the perspective of a multi-entity operator.
- Monthly CFO reporting packages
- KPI dashboards & performance analytics
- Budget-to-actual variance analysis
- Rolling 12-month cash flow forecasting
- Segmented profitability & margin analysis
- Operational finance & strategy meetings
- Bank, lender & investor reporting
- Audit readiness & financial cleanup
- Process implementation & systems oversight
- Treasury, AP/AR & working-capital optimization
What We Do
Services built for growing businesses.
Strategic finance leadership combined with hands-on accounting execution.
Fractional CFO Services
Executive financial leadership embedded into your operations.
Cash Flow Management
Rolling 12-month forecasts, treasury, and working-capital optimization.
KPI Dashboards & Reporting
Board-level visuals on revenue, margin, NOI, and cash.
Budgeting, FP&A & Forecasting
Annual budgets, variance analysis, and scenario modeling.
Operational Finance & Profitability
Segment, product, and job-level margin analysis.
Audit Readiness & GL Cleanup
GAAP-aligned books and clean records for lenders and auditors.
Flexible Engagement
Built around how you already operate.
You decide how much of the finance stack we run. We can lead it end-to-end, or layer executive oversight on top of the team and partners you already have.
Bookkeeping
Two ways to handle your day-to-day accounting:
Have my team handle it
Full-service bookkeeping by our team — closed monthly, GAAP-aligned, and CFO-reviewed.
Oversee your existing team
We supervise and elevate your current bookkeeper or controller — adding rigor, review, and accountability.
Tax
Two ways to handle compliance and planning:
Partner with your existing CPA
We coordinate with your tax preparer year-round and hand off clean, audit-ready financials.
Full-service through our team
End-to-end — bookkeeping, financial reporting, and tax handled by trusted partners we manage on your behalf.
Why Fractional
Executive leadership, scaled to your stage.
A fractional CFO gives you the strategic horsepower of a senior finance executive — without the cost or commitment of a full-time hire.
Full-Time CFO
$250K+ / year
- $250K+ base salary + bonus + equity
- Fixed full-time overhead
- Long ramp-up & hiring risk
- One person's perspective
Fractional CFO
A fraction of the cost
- Fraction of full-time cost
- Scales with your business
- Engaged in days, not months
- Multi-industry operating experience
Board-Level Reporting
The reporting your business deserves.
Modern, clear, executive-ready financial visibility — every month.
Revenue vs. Budget
Trailing 7 monthsCash Forecast
$830K
Projected end-of-quarter
Department Margin
This Month at a Glance
Revenue
$1.36M
Gross Margin
42.7%
NOI
$312K
Burn
-$48K
Industries
Operating experience across the businesses we serve.
Let's build financial clarity into your business.
Schedule a complimentary consultation and see what executive-level finance leadership can do for your growth.