Fractional CFO Services in Omaha
Birdie Financial provides fractional CFO services in Omaha and nationwide for service-based and trade businesses that need financial clarity and strategic guidance — without the cost and commitment of a full-time CFO.
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 — Omaha 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
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.
Why Omaha Businesses Choose Birdie Financial
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.