Fractional CFO Services in Grand Junction, CO

A fractional CFO is a part-time chief financial officer. Aspire CFO Solutions gives Western Slope business owners CFO-level support for cash flow, profitability, and major decisions, without the cost of a full-time executive.

Signs you need a fractional CFO

  • Revenue looks good, but you aren't sure you're profitable.

  • Cash is tight even when business is busy.

  • You need to decide whether to hire, raise prices, or buy equipment.

  • You want a lender-ready view of the business.

  • You have reports, but no one explains what they mean.

What's included

  • Rolling 13-week cash flow forecasts

  • Annual budgets and quarterly reforecasts

  • Job costing and margin analysis

  • KPI scorecards

  • Best, base, and worst-case scenarios

  • Pricing, equipment, and loan analysis

  • Regular strategy meetings

Insight

Monthly Plans

starting $500/mo

Monthly bookkeeping, financial statements, 30-minute call, Schedule C and owner's return

Momentum

starting $800/mo

Service profitability, visual reports, quarterly review, 60-minute call, entity and owner's returns

Ascend

starting $1,500/mo

13-week forecast, scenarios, 5-KPI scorecard, quarterly tax planning, added strategy call

Summit

starting $2,500/mo

Cost and margin reporting, budget and reforecast, multi-entity consolidation, equipment analysis, year-end tax memo

Each plan upgrade includes the features of the lesser plans.

Frequently asked questions

A fractional CFO turns financial information into decisions. The work typically includes forecasting, budgeting, margin analysis, KPI tracking, and advice on pricing, hiring, financing, and growth.

What does a fractional CFO do?

How much does a fractional CFO cost?

Costs vary by scope with flat-rate monthly plans starting at $500 and up, based largely on revenue and complexity.

Do you offer bookkeeping?

Yes. Bookkeeping is available in our monthly plans, and catch-up work is also available as an additional project.

Is my business too small for a fractional CFO?

Not necessarily. If you have decisions to make and want to learn how your numbers can improve profit, a smaller engagement may make sense. Start with a free call.

What is the difference between a bookkeeper, a CPA, and a fractional CFO?

A bookkeeper records transactions. A CPA is a licensed accounting professional who may handle tax and accounting work. A fractional CFO uses the numbers to guide business decisions. At Aspire CFO Solutions, JD is both a CPA and a fractional CFO.

Ready to finally know your numbers?

Financial Clarity and Focus so You Can Sleep Better at Night

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Serving Grand Junction, Montrose, Rifle, and the Western Slope.

Aspire CFO Solutions LLC is a CO CPA firm (#5000918) that provides bookkeeping, managerial financial reporting, tax, and advisory services under the responsibility of Jonathan Davis, CPA, licensed in Colorado (#9039358). Any financial statements we prepare are prepared in accordance with AR-C section 70 and provide no assurance; we do not audit or review them, and we express no opinion or any form of assurance on them. Forecasts, projections, and budgets are prospective financial information prepared for management’s internal planning and are based on assumptions that may not materialize; actual results will differ. This website is informational only and does not create a client engagement; services are governed solely by a signed engagement letter.