Fractional CFO Services

Birdie Financial provides fractional CFO services for small businesses, nonprofits, SaaS companies, and service-based organizations that need strategic financial leadership —without the cost of a full-time hire.

Book a 30-Minute Clarity Call

What Does a Fractional CFO Do?

As a locally rooted provider in Omaha, we understand the financial challenges and growth opportunities small businesses and nonprofits face here and beyond.

A fractional CFO delivers executive-level financial leadership — part-time or project-based — so you get the insights, forecasts, and strategy that traditionally comes only with a full-time hire.

We help you:

  • Build reliable cash flow forecasts

  • Strengthen budgeting processes

  • Provide scenario planning for key decisions

  • Turn financial data into actionable insights

This service is ideal when you’ve outgrown basic bookkeeping or accounting and need strategic finance support that helps you scale.

Fractional CFO vs Controller vs CPA

A clear distinction helps you choose the right support:

Fractional CFO

  • Focus on strategy, forecasts, cash flow, and decisions

  • Helps leadership interpret numbers and plan ahead

Controller

  • Focus on reporting, internal controls, and financial close

CPA

  • Tax filing, compliance, and audits — not strategy

If you need forward-looking financial direction (not just reporting), a fractional CFO is the right fit.

Who We Serve — Small Businesses & Beyond

We partner with:

  • Founder-led businesses and service companies

  • Growing nonprofits

  • Companies with $1M–$25M in revenue

  • Organizations seeking financial discipline and clarity

If your business wants to make smarter decisions with financial data — not just stare at spreadsheets — we’re here to help.

Financial Clarity

  • Budgeting & Forecasting

  • Cash Flow Dashboards

  • Scenario Planning

  • Monthly & Quarterly Reviews

Fractional CFO Services We Provide

Strategic Decision Support

  • Pricing & Hiring Analysis

  • Capital Allocation & Investment Modeling

  • Compensation & Incentive Strategy

  • Board & Donor Reporting for Nonprofits

Performance & Alignment

  • KPI Dashboards

  • Strategic Planning & Goal Tracking

  • Financial Literacy Coaching for Leadership Teams

Get Financial Clarity

Fractional CFO Services — Pricing & Engagement Options

Fractional CFO Engagements start at $1,750/month.


Every engagement includes:

  • Custom reporting

  • Forecasting

  • Strategic support & decision-making support

Every client begins with a complimentary 30-minute Discovery Call to uncover the right level of partnership.

We’ve been burned by surprise invoices too — that’s why we list our pricing upfront.
You’ll always know exactly what you’re paying for and why.

30-Minute Discovery Call

Why Small Businesses Choose Birdie Financial

A smiling man with a beard and short dark hair, wearing a light-colored checkered shirt, standing against a green background.
Let's Talk Your Numbers

At Birdie Financial, we bring:

  • A practical, Midwest-rooted approach to strategic finance

  • A partner who speaks plain English, not jargon

  • Decades of corporate finance and FP&A experience

We don’t just create reports — we help you understand what they mean for your everyday decisions.

FAQs

  • Monthly retainer clients commit to a minimum of three (3) months. This timeframe allows Birdie Financial to deeply understand your business, identify underlying challenges, and implement solutions that create meaningful, lasting impact.

    Special project engagements are structured based on the defined scope of work and agreed-upon timeline.

  • Both. We’re based in Omaha, Nebraska, and serve clients nationwide.

  • We partner with a wide range of industries — including professional services, healthcare, nonprofits, SaaS and technology companies, construction, real estate, and education organizations.

  • QuickBooks, NetSuite, Gusto, Google Sheets, and Excel — we keep it simple and accessible.

  • Absolutely. Many clients already have bookkeepers or accountants in place. We act as your strategic finance partner — helping you interpret the numbers, plan ahead, and make confident decisions.

  • Reach out to Joe at Joe@birdiefinancial.com or click the ‘Book Discovery Call’ button in the top right corner of website to directly schedule a call with our team.

  • A bookkeeper records your transactions. An accountant handles tax filing and compliance. A fractional CFO uses that financial data to drive strategy — helping you forecast cash flow, plan for growth, make confident hiring and pricing decisions, and understand what your numbers actually mean for the future of your business. If you've already got a bookkeeper or accountant (or both), a fractional CFO is the natural next layer.

    Want to learn more? Connect with Joe at joe@birdiefinancial.com to book a free consultation.

  • You might be ready for a fractional CFO if any of these sound familiar: you're making big decisions (hiring, pricing, expansion) without a clear financial picture; your revenue has grown but your financial processes haven't kept up; you have a bookkeeper but no one translating the numbers into strategy; or you're preparing to raise capital, apply for grants, or bring on investors. If you're past survival mode and ready to scale intentionally, a fractional CFO is usually the right next step.