Fractional CFO · Bookkeeping · Advisory
We give founders and owner-operators clear monthly numbers, a forward view of cash, and a finance partner in the room when decisions are made, without the cost of a full-time CFO. Every meeting is held by video.
What we do
Two ways to work with us. Most clients start with the CFO partnership and add bookkeeping when they want one team handling everything from the ledger to the strategy.
We act as your part-time CFO: monthly financial review, rolling cash forecasts, budgets, KPI dashboards, and scenario models for the decisions in front of you. You get senior finance judgment on a schedule that fits a growing company.
Explore the partnership
An optional add-on for clients who want their books handled by the same team that reads them. Timely transaction posting, reconciliations, clean month-end close, and financial statements you can hand to a lender or a buyer.
See what is includedWho we serve
Our clients are typically owner-led companies between roughly $1M and $25M in revenue: large enough that the numbers matter every week, not yet large enough to justify a full-time finance executive.
Law, accounting, engineering, architecture, and consulting firms managing utilization, billing, and partner compensation.
Contractors and specialty trades balancing job costing, progress billing, and uneven cash cycles.
Marketing, creative, and technology shops moving from project revenue toward retainers and predictable margin.
Brands and distributors where inventory, landed cost, and channel economics decide profitability.
Owner-operated clinics and practices that want clear overhead, provider economics, and growth planning.
Mission-driven organizations that need board-ready reporting, grant tracking, and reserve planning.
The advisory partnership
Glendalough Advisory functions as the finance function for companies that do not have one yet. We prepare the reports before each meeting, explain what changed and why, and help you weigh staffing, spending, pricing, and growth decisions against what the numbers can actually support.
How an engagement works
Thirty minutes on where your business is, what keeps you up at night financially, and whether we are the right fit. No preparation needed.
In the first thirty days we review your books, build the first cash forecast and reporting pack, and agree on the handful of numbers that matter most to you.
From then on: a prepared report before each meeting, a focused conversation during it, and clear next steps after. Scenario work and projects slot in as decisions come up.
Security & trust
Finance work means access to bank feeds, payroll, and tax records. We treat that access as a responsibility: controls aligned to the SOC 2 Trust Services Criteria, GDPR-ready data practices, and HIPAA-aware handling for clients in regulated industries.
Read our security commitments
FAQ
A fractional CFO is a part-time chief financial officer. You get senior finance help with cash flow, budgets, reporting and big decisions on a monthly schedule, by video, without the cost of hiring a full-time executive. At Glendalough Advisory that means a monthly financial review, a rolling 13-week cash forecast, budget-vs-actual reporting and models for the decisions in front of you.
Your bookkeeper records what already happened, and your tax preparer files your returns. A fractional CFO looks ahead: what cash will look like in three months, whether you can afford a hire, which services or customers actually make money, and what to change. We work alongside your existing bookkeeper and tax professional, or handle the bookkeeping ourselves if you prefer one team.
Common signs: cash feels tight even after strong sales months, financial statements arrive late or are hard to trust, you are weighing a hire, lease, loan or price increase, or a bank or buyer has asked for reports you do not have ready. If the business has outgrown what you can track in your head but a full-time CFO is not justified yet, a fractional CFO is usually the right step.
Most clients work with us on a fixed monthly retainer. The fee depends on transaction volume, the number of entities and the depth of reporting you need. It is typically a small fraction of what a full-time CFO costs. We agree on scope and price in writing before any work begins, and one-time projects get their own fixed scope and fee.
Our clients are typically owner-led companies with roughly $1 million to $25 million in annual revenue. That covers professional services firms, contractors and trades, agencies, product and e-commerce companies, healthcare and wellness practices, and nonprofits.
A 30-minute discovery call is the simplest way to find out whether a fractional CFO is the right fit for your business.