Fractional Chief Financial Officer Services

As businesses grow, their financial complexities increase, often surpassing the capabilities of basic accounting or internal financial management. For small and medium-sized enterprises (SMEs) with revenues between $1 million and $10 million, this can signal the need for a Chief Financial Officer (CFO). A CFO brings strategic financial oversight, helping manage growth, optimize cash flow, and prepare for fundraising or investor relations. However, many SMEs may not require a full-time CFO and can benefit from the cost-effective, flexible solution of hiring a fractional CFO.

young female business professional who is considering fractional coo and cfo services from Optima Office
  • At Optima Office, we believe in the power of strategic financial leadership.

  • Our experienced fractional Chief Financial Officers (CFOs) offer comprehensive oversight of your accounting team, eliminating the need for a full-time, in-house CFO and the associated high costs.

  • With a blend of experience and dedication, our fractional CFOs are primed to enhance your business value.

 

Key Responsibilities & Services of Our Fractional CFOs

  • Implementing and supervising internal controls.
  • Managing projects with significant financial implications.
  • Cultivating relationships with external financing sources.
  • Steering major strategic objectives.
  • Serving as a crucial advisor to company management.
  • Analyzing financial statements for actionable insights.

 

Why Optima's Fractional CFO Services?

Our fractional CFOs not only focus on driving enterprise value but are also adept at minimizing risks. Their expertise extends to providing forward-thinking strategies and helping your company reach its goals. They ensure:

  • Effective management of cash flow and overhead expenses.
  • Establishment of credit policies for customers.
  • Negotiate favorable payment terms with key vendors.
  • Continuous evaluation and tracking of key performance indicators (KPIs) propelling your business forward.

How We Help You

Here's our simple process to get started with our Fractional CFO Services:

  • Schedule a Consultation: We'll discuss your financial challenges and goals. 
  • Customized Financial Strategy: Your CFO will craft and implement a plan based on your specific needs.
  • Ongoing Financial Leadership: Receive ongoing financial oversight, reporting, and strategic advice. 

Contact Us Today
Steve Mariucci, ISLE

ISLE has worked with Optima’s accounting team for over a decade. We consider Optima more than a solid vendor; they are a trusted partner. 

We have leaned heavily on Optima for a wide variety of needs, including entry-level accounting projects, full-service general ledger management, and Fractional CFO talent. 

The team always ensures a clear understanding of our specific needs for every project/hire to ensure they place the perfect staff member to meet our accounting/finance objectives. I strongly recommend Optima to anyone in need of contract accounting and financial support.


 

 

Steve Mariucci


Meet Your Next Fractional CFO

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Cabell Cobbs

Consulting CFO

Cabell is an experienced Senior Finance Executive with management expertise in all aspects of Finance and Accounting.  He has broad experience in multiple verticals and ownership structures in small to medium sized business. This broad diversity allows Cabell to expeditiously adapt to new business and financial environments. As a proven leader, Cabell has been able to positively impact enterprise value through the Finance function by improving profit margins by controlling costs and supporting profitable revenue growth organically and through Mergers and Acquisitions.

Cabell’s key competencies include leadership, strategic planning, budgeting, financial reporting and analysis, treasury management, risk management, mergers, and acquisitions both buy and sell side, ERP implementation and building high performing teams. Cabell has been a CFO in banking, E-commerce and SaaS, Staffing Services, and Construction, with a combined total of 30 years of C-level management experience.  He received a B.S. in Accounting from the Kelly School of Business at Indiana University, and an MBA with a concentration in Finance from the UCI Paul Merage School of Business and is a former CPA.

We believe that behind every successful
business is an “Optimal” Accounting, HR, and Operations team.

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