Fractional CFO Services
Treehouse Capital supports founder-led businesses by delivering hands-on, strategic finance expertise on a fractional basis. From planning to performance tracking, we help you run a stronger, more financially sound business—at a fraction of the cost of hiring a full-time CFO.
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“I was initially hesitant to sell my business given all the unknowns. Treehouse Capital was a tremendous help in educating me on private equity and the sale process generally. Everything they said would happen did happen. I can confidently say that I would never have achieved this great outcome without them.”
Sam Allsopp
Neal Roofing
“Treehouse Capital played a crucial role in maximizing the value of my business. They conduct themselves with utmost transparency and were pivotal in achieving a highly favorable outcome. Despite initial skepticism, I am pleased that I trusted their team’s guidance.”
Jeff Bennett
Access Overhead Door
“Treehouse Capital has completely transformed the financial side of our roofing company in Florida. With multiple locations, we struggled with our finances until we started working with them. Their fractional CFO services have been incredibly valuable, offering strategic insights and financial leadership without the need for a full-time CFO.”
Ryan McPherson
Quality Roofing
“I was initially hesitant to sell my business given all the unknowns. Treehouse Capital was a tremendous help in educating me on private equity and the sale process generally. Everything they said would happen did happen. I can confidently say that I would never have achieved this great outcome without them.”
Mac Weinles
Squash Exterminating
Who We Work With
You’ve outgrown basic bookkeeping, but don’t yet need (or want to hire) a full-time CFO. We support:
- Business owners making key growth or hiring decisions
- Companies needing more accurate forecasting and budgeting
- Founders looking for financial visibility and KPI tracking
- Teams without an internal CFO or strategic finance lead
- Operators preparing for financing, expansion, or succession
- Businesses frustrated by unclear financial performance
What Makes Us Different
No Lock-In Periods
Cancel anytime. We earn your trust month after month.
Flat Monthly Pricing
No hourly billing. No hidden fees. Predictable costs from day one.
Fast Response Times
You’ll always hear back within 24 hours. Guaranteed.
Timely Financials
Books are closed by the 15th of every month. No delays.
Senior-Level Strategy
Our team brings Big Firm and private equity experience without the full-time cost.
Exit-Ready Books
When the time comes to sell, bring in partners, or raise capital, your books will be ready.
Our Process
1
Discovery Call
Let’s get to know your business, your challenges, and how we can help.
2
Grant Access to Books
We securely connect to your financial systems with read-only access so we can complete your Financial Health Assessment.
3
FHA Call
We walk through your Financial Health Assessment together and highlight key insights.
4
Send FHA Deck
You receive a clear, actionable breakdown of your financial position and opportunities.
5
Send LOI
We send a Letter of Intent outlining the scope, services, and next steps.
6
Internal Kickoff
Our team aligns behind the scenes to prepare for a seamless onboarding.
7
Partnership Kickoff
We meet with you to align goals, timelines, and expectations for success.
8
Finalize Project Plan
Together, we lock in a clear, customized roadmap tailored to your business needs.
9
Start Implementation
We roll up our sleeves and get to work optimizing your finances from day one.
What We Offer
Scope of Work
Fractional CFO
Monthly Reporting Package
✓
Strategic Financial Planning & Insights
✓
Key Performance Indicator Tracking
✓
Budget & Forecasting
✓
Bi-weekly Update Calls
✓
Capital Allocation Decisions
✓
Operational Cost-Savings
✓
What-If Scenario Analysis
✓
Transition / Succession Planning
✓
Sale Preparation & Valuation
✓
Get a Clear Picture of Your Financial Health
Before any engagement, we begin with a Financial Health Assessment (FHA) to show you where your finances stand and identify areas for improvement.
We review your accounting systems, reporting accuracy, cash flow, profitability, internal controls, and potential risks. With read-only access to your books, we provide clear, actionable insights you can use right away. It’s like a financial physical for your business, designed to help you make confident and informed decisions.
Industries We Serve
Legal Services
Restoration Services
Medical Spas & Dental Practices
Youth Sports Organizations
Pest Control Services
HVAC Services
Foundation Repair Services
FAQs
What exactly is a Fractional CFO?
A Fractional CFO is a senior finance professional who provides strategic financial leadership to your business on a part-time or as-needed basis—without the cost of hiring someone full-time. You get executive-level insight and decision-making support tailored to your business goals.
How is this different from hiring a Controller or Accountant?
While Controllers and Accountants focus on record-keeping and compliance, a Fractional CFO focuses on high-level strategy—forecasting, financial planning, capital allocation, KPI tracking, and advising on key business decisions.
How involved will your CFO team be in our business?
Very involved. We integrate closely with your leadership team, review financials regularly, hold recurring update calls, and support ongoing planning. Our model is high-touch and fully customized—without hourly billing.
Can I use your CFO services without switching my bookkeeper?
Yes. While we offer full finance support (CFO + bookkeeping), we can plug in just on the strategic side. However, many clients benefit from our integrated approach, where we manage both sides to ensure alignment and efficiency.
What size or type of businesses do you work with?
We work with a wide range of founder- and owner-led businesses, typically ranging from about $1 million to $125 million in annual revenue—from service-based companies to more complex operational models. If you need better financial visibility, strategic support, or scalable finance operations, we tailor our approach to fit your business, regardless of industry.
Build a Stronger Business with a Finance Partner You Can Trust
Treehouse Capital provides clean books, reliable reporting, and senior-level financial insight so you can scale, improve profitability, and prepare for whatever comes next — without the cost of a full-time hire.