Who We Help
You’re growing—and your finances are getting more complex. You’ve moved beyond DIY spreadsheets and basic bookkeeping, but you’re not quite ready to hire a full-time CFO. That’s where we come in.
We work with business owners who:
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Are generating steady revenue but feel stuck—like the business relies entirely on them to function
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Are caught in a growth paradox: they need cash to scale, but can’t scale without more cash
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Don’t have a simple way to know what’s working—and what’s draining resources
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Feel confident running the business, but unsure when it comes to financial strategy
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Want to grow and become more profitable—but don’t know the next step
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We provide strategic CFO support that helps you break the cycle, see the full picture, and make smart, confident moves—so your business can grow without depending on you for everything.
Why Partner with a Fractional CFO?
A Virtual Fractional CFO is more than a number cruncher—it’s a strategic partner who helps you understand the full financial picture of your business and use it to make smarter decisions. You get the financial leadership of a CFO—without the cost of a full-time executive.
That means someone in your corner who can translate complex financial data into clear insights, guide your long-term planning, and help you make confident decisions that actually move the needle.
Why choose us?
Strategic Leadership, Fractional Cost
Businesses gain access to experienced financial leadership without the burden of paying a full-time CFO salary.
Tailored Strategy for business Growth
Every business is different. That’s why financial strategies are built around each client’s unique goals, challenges, and growth trajectory.
Clarity That Builds Confidence
Numbers alone don’t create progress—understanding them does. Sentinel helps uncover what the data means so business owners can lead with clarity.
Insights That Lead to Action
Reporting is just the starting point. Sentinel delivers strategic, actionable insights that move businesses forward.
Hands-On, Ongoing Support
Support doesn’t stop at recommendations. We help with decisions, cash flow, forecasting, and long-term planning—every step of the way.
Enterprise-Level Insight, Without the Overhead
With decades of experience in Fortune 500 and high-growth environments, Sentinel brings enterprise-level strategy with the accessibility and attention small businesses deserve.
What you get working with us:
Monthly Financial Review:
A clear and simple walk-through of your financials—what’s working, what needs improvement, and how to adjust.
Ongoing Strategic Guidance:
Tailored advice on what to focus on and the next steps
for moving your business forward, ensuring growth and sustainability.
Annual Financial Plan:
A customized roadmap for the year, including revenue goals,
cost structure, and key milestones.
Living Financial Forecast:
Updated monthly so you always know where the business
is headed—and avoid surprises.
Profit & Cash Flow Optimization:
Insights and action steps to improve margins,
manage cash, and increase what you keep.
On-Call Decision Support:
Need to hire, invest, or shift strategy? I’ll help you weigh the
financial impact and make smart calls.
Our Process
Our process is designed to be straightforward yet impactful, ensuring you gain the financial insights and support needed to lead your business with confidence.
Book your call
Begin with a personalized conversation to discuss your business goals, challenges, and financial landscape. This initial meeting sets the foundation for a collaborative partnership.
Financial Analysis
We conduct an in-depth review of your financial data to identify strengths, uncover opportunities, and pinpoint areas for improvement. This analysis provides the clarity needed to make informed decisions.
Strategic Planning
Receive a customized financial strategy aligned with your business objectives. With ongoing Monthly CFO support, you'll have a clear roadmap to drive growth and profitability.
