Fractional CFO Services — Strategic Finance for Founders & Nonprofits
Our fractional CFO services provide the same strategic finance leadership as a full-time CFO — without the overhead. Whether you’re a SaaS company, a nonprofit, or a service-based business, our virtual CFO services bring clarity to your numbers. Providing contract financial services in Omaha, Nebraska and Nationwide.
Fractional CFO Services for $1M-$25M Companies
Avoid surprise invoices. Get budgeting, forecasting & strategic decision-support
Whether you need strategic forecasting , cash flow visibility, or a strategic sounding board for key decisions, our fractional CFO model brings high-level financial guidance into your business — without the full-time overhead.
We work with founder-led businesses, growing nonprofits, and family-owned organizations who:
Have $1M–$25M in annual revenue (and growing fast)
Want to build financial discipline and decision-making systems
Need an experienced partner to bring clarity, not chaos
Value honesty, transparency, and steady progress
If you’ve ever said, “I just need someone to help me make sense of it all,” — that’s where Birdie can help.
Financial Clarity
Budgeting & Forecasting
Cash Flow Dashboards
Scenario Planning
Monthly & Quarterly Reviews
Strategic Finance Consulting for Small Businesses & Nonprofits
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
Transparent Pricing
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.
Why Birdie?
Sure, we like golf — but Birdie isn’t about the game.
It’s about the mindset: steady, focused, and just one stroke better than expected.
Joe Mikuls brings over 15 years of corporate finance and FP&A experience to Birdie Financial. He’s known for bringing structure to uncertainty, clarity to decision-making, and strategy to the big picture.
You don’t need flash. You need focus.
You don’t need promises. You need a plan.
That’s the Birdie way.
FAQs
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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.
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Both. We’re based in Omaha, Nebraska, and serve clients nationwide.
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We partner with a wide range of industries — including professional services, healthcare, nonprofits, SaaS and technology companies, construction, real estate, and education organizations.
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QuickBooks, NetSuite, Gusto, Google Sheets, and Excel — we keep it simple and accessible.
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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.
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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.