Fractional CFO for Growing Omaha Businesses
Get clarity on cash flow, pricing, and profitability — without hiring a full-time CFO.
Omaha-based. Serving clients nationwide.
Profitable but cash still feels tight
Revenue looks good on paper but unpredictable cash flow keeps you up at night.
You Might Need Birdie If…
Your numbers are fine.
Your financial clarity isn't.
Most founders reach a point where a bookkeeper just isn't enough — but a full-time CFO feels like a step too far. That's exactly the gap Birdie Financial was built for.
Guessing on pricing and margins
You're not sure which services or clients are actually making you money.
Big decisions, no financial roadmap
Hiring, expanding, raising capital — you're making major calls without a clear picture.
Outgrown your bookkeeper
The books are accurate, but nobody's turning the numbers into strategy.
Why Birdie Financial?
Sure — we like playing golf. But that’s not really the point.
A birdie in golf means you played the hole one stroke better than expected. It’s not flashy. It’s not a hole-in-one. It’s a quiet win — the result of focus, consistency, and thoughtful strategy.
That’s exactly how we approach finance.
After years in the financial services industry, our founder, Joe Mikuls, saw too many firms prioritizing sales over service — pushing products clients didn’t need, charging hidden fees, and calling it advice. The industry had become noisy, complicated, and often self-serving.
As a father of three, Joe teaches his kids that integrity means doing what’s right even when no one is watching. He built Birdie Financial on that same belief: that doing the right thing for clients — even when it’s not the most profitable — is the only way to build something that lasts.
Birdie Financial provides fractional CFO services to Omaha businesses and clients nationwide. Our mission is to bring clarity, confidence, and strategy to founders, families, and nonprofit leaders who need a trusted fiduciary financial advisor without the corporate jargon.
At Birdie, we’re not here for big promises or quick wins. We’re here to help you make steady progress, one decision at a time. Whether it’s your company’s cash flow or your family’s long-term plan, we want every move you make to feel like a stroke better than expected.
No noise. No gimmicks. Just clarity, trust, and momentum — built one birdie at a time.
Everyone deserves a Joe in their corner.
Joe Mikuls is the founder of Birdie Financial — and the kind of financial partner who values people over performance theater, and long-term relationships over short-term wins.
He brings nearly 15+ years of experience of Corporate Finance experience bringing data driven decision making to some of Nebraska’s biggest organizations. He is known for bringing structure to uncertainty, clarity to decision-making, and strategy to the big picture.
A graduate of Marquette University and Creighton Preparatory School, Joe also holds an MBA. His philosophy is simple: put the client first, communicate clearly, and do the kind of work you can be proud of.
He started Birdie Financial to do just that — building a firm grounded in integrity, transparency, and calm financial guidance that earns trust over time.
Joe lives in Omaha with his wife Kellee and their three daughters. When he’s not working with clients, you’ll likely find him on the golf course, attending a sporting event of his daughters, or planning the next Fantasy Football Draft trip with his best friends.
MEET JOE MIKULS
FRACTIONAL CFO SERVICES
Strategic finance,
without the
full-time hire.
Get CFO-level financial leadership — cash flow strategy, forecasting, and board-ready reporting — starting at $1,750/month.
WHAT YOU GET
Budgeting & scenario planning
Annual budgets and what-if models for hiring, pricing, expansion, and capital decisions.
Every engagement includes these.
Cash flow forecasting
Monthly and rolling 12-month models so you always know what's coming and can plan with confidence.
KPI dashboards
Custom dashboards that surface the metrics that actually matter — not just the easy ones.
Pricing & margin analysis
Find out where you're actually making money — and where you're leaving it on the table.
Strategic decision support
A trusted thought partner for your biggest calls — hiring, capital allocation, growth strategy.
Board & leadership reporting
Clear, credible presentations for boards, donors, and investors that build confidence, not confusion.
GROWTH
Strategic CFO
$2,500/month · 3-month minimum
Everything in Essential, plus:
Scenario & decision modeling
Pricing & margin deep-dive
Board and investor reporting
Bi-weekly strategy sessions with Joe
PRICING & ENGAGEMENTS
Transparent pricing.
No surprises. Ever.
STARTER
Essential CFO
$1,750/month · 3-month minimum
Monthly cash flow forecasting
Budget review & variance analysis
Monthly strategy call with Joe
Custom financial reporting dashboard
We've been burned by surprise invoices too — so we publish our pricing upfront. Every engagement starts with a free 30-minute discovery call, so you know exactly what you're signing up for before any commitment.
Most Popular
PROJECT
One-Time Engagement
$200/hour · Scoped & fixed
Grant & investor readiness
Financial model build
Audit prep support
Due diligence & deal support
WHO WE WORK WITH
Built for businesses and nonprofits that are ready to grow right.
We work best with organizations that have outgrown basic bookkeeping and are ready to use their financial data to make smarter, more confident decisions.
Founder-led businesses and service companies ($1M–$25M revenue)
Nonprofits needing board-ready financial reporting
Healthcare and professional services organizations
SaaS and technology companies
Organizations preparing for grants, investors, or capital raises
FAQs
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A fractional CFO is a senior finance expert who works with your business part-time or on a project basis—without the cost of a full-time executive. At Birdie Financial, our Omaha-based team provides fractional CFO services nationwide, offering the same strategic insight and forecasting support you’d expect from an in-house CFO, at a fraction of the cost.
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You likely need a fractional CFO when you’ve outgrown basic bookkeeping but aren’t ready for a full-time finance leader. Common signs include cash flow challenges, rapid growth, or difficulty forecasting. Our outsourced CFO services in Omaha help founders and nonprofits gain financial clarity, build budgets, and make informed decisions with confidence.
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Costs vary depending on business size and complexity, but most fractional CFO services start with flexible monthly retainers. Check out our Fractional CFO page to see our pricing. We average around $175/hour for C-Suite level strategy and deliverables.
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We work with founder-led businesses, nonprofits, and service organizations across industries like healthcare, professional services, and technology. Whether you need strategic financial consulting in Omaha or remote CFO support nationwide, we customize our approach to your unique goals.
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While our headquarters are in Omaha, Nebraska, we proudly serve clients nationwide through virtual advisory and strategic finance services. Whether you’re in Omaha or across the country, you’ll get the same hands-on partnership and clarity-driven approach.
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Schedule a complimentary Discovery Call to discuss your goals and challenges. In just 30 minutes, we’ll identify the right path—whether you need fractional CFO services, strategic financial consulting, or fiduciary wealth management support.