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Fractional / Freelance CFO – Investor Readiness & Growth Advisory at Business Financial Group
Business Financial Group (BFG) is a multi-service financial operations platform that provides accounting, payroll, tax, and advisory services to small- and mid-sized businesses. BFG operates a globally optimized delivery model with: U.S.-based leadership and contract CPAs (advisory & compliance oversight) India-based accounting, admin, and HR teams (execution & quality control) Costa Rica–based sales, marketing, client service, and recruiting teams BFG currently generates approximately $350K in annual recurring revenue and is entering a focused growth acceleration phase, including geographic expansion, service-line monetization, and selective capital raising.
Role Overview BFG is seeking a Fractional / Freelance CFO to support investor readiness, financial storytelling, and deal structuring during an upcoming growth and fundraising phase. This is not a traditional CFO or controller role.
The ideal candidate acts as a strategic financial advisor to the founder, helping translate the business model into investor-grade financial narratives while preserving founder control and long-term value. Key Objectives of the Role The Fractional CFO’s primary mandate is to: Strengthen financial credibility with investors Validate and refine growth assumptions Support deal structure and governance discussions This role does not own day-to-day accounting, bookkeeping, payroll, or tax compliance.
Core Responsibilities
1. Investor Readiness & Financial Storytelling (Primary)
Review and pressure-test existing investor pitch materials Validate revenue model, unit economics, and margin assumptions Help frame financial metrics investors care about (ARR, revenue per employee, margins, LTV) Prepare the founder for financial and valuation-related investor questions
2. Financial Modeling (Practical, Not Theoretical)
Develop simple, defensible financial projections (12–36 months) Align projections with operational realities and hiring plans Avoid overly complex, VC-style forecasting models
3. Capital Deployment & Use-of-Funds Logic
Sanity-check proposed use of funds ($1M–$2M growth capital) Ensure capital allocation aligns with growth priorities Help articulate how capital accelerates scale without increasing risk
4. Deal Structure & Term Sheet Advisory
Review proposed deal structures (equity, preferred equity, staged investments) Explain implications of terms (liquidation preferences, board rights, returns) Flag unfavorable or misaligned terms Support the founder in evaluating competing offers Note: The CFO advises, the founder leads negotiations. What This Role Is NOT
Not a full-time CFO Not responsible for bookkeeping or accounting operations Not the primary contact with investors Not authorized to negotiate deals independently This role is advisory and supportive, not controlling.
Requirements
Ideal Candidate Profile
Required Experience
Experience as a Fractional CFO, CFO Advisor, or Finance Lead Background working with professional services businesses (accounting, advisory, HR, consulting) Direct experience supporting capital raises in the $500K–$5M range Familiarity with family offices, operator-investors, or growth equity (not VC-only) Comfort with global or offshore delivery models
Preferred Characteristics
Founder-friendly, pragmatic mindset Strong communicator (can explain finance simply) Comfortable working with early-stage platforms Disciplined about scope and time Willing to collaborate closely with the founder
Benefits
Engagement Structure Type: Fractional / Contract Time Commitment: :5–10 hours per week Duration: 3–4 months (with possible extension) Compensation: Market-based hourly or monthly retainer Success Metrics A successful engagement will result in: Increased investor confidence in financials Clear, defensible valuation logic Founder confidence during investor discussions Improved deal terms and partner alignment How to Apply / Engage Interested candidates should be prepared to: Describe prior fundraising support experience Share examples of working with professional services firms Explain how they balance founder control with investor expectations Final Note BFG is seeking a strategic partner, not a gatekeeper.The right Fractional CFO will amplify the founder’s vision, strengthen financial credibility, and help secure the right growth partner — not just capital.
At Business Financial Group (BFG), we believe financial complexities shouldn’t hold you back. You’ve worked hard to build your business—managing growth, handling employees, and making tough decisions. But struggling with bookkeeping, tax compliance, and financial planning? That’s not where your time should be spent. Save Money. Gain Peace of Mind. Focus on What Matters. What if you could stop second-guessing tax laws, avoid costly mistakes, and ensure your business stays compliant—without spending hours buried in spreadsheets? That’s where we come in. BFG helps you cut unnecessary costs, maximize tax savings, and create a financial strategy that works for you. Whether you need precise bookkeeping, payroll management, or CFO-level insights, we take care of the details so you can focus on running and growing your business with confidence. Why Choose BFG? More Money in Your Pocket – We don’t just manage your books; we find ways to save you money. From uncovering overlooked deductions to optimizing cash flow, we help you keep more of what you earn. Time Back in Your Day – Say goodbye to financial stress and hello to more time for your business, family, and future. We handle the complexities, so you can focus on growth. Your Trusted Partner, Not Just an Accountant – We go beyond tax prep and bookkeeping. We provide proactive financial strategies, anticipate roadblocks, and ensure you’re always a step ahead. No Hidden Fees, No Surprises – Transparent pricing, straightforward advice, and strategies designed around your goals. Your Future Starts Now We deliver more than numbers—we deliver peace of mind. When your finances are in order, you can make bold moves, grow with confidence, and focus on what you do best. Take control of your financial future today. Contact us now
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