Fractional CFO in Atlanta, delivered
like a partner.

Fractional CFO services, strategic financial planning, profit optimization, and M&A advisory for growing construction, technology, and professional services firms in Atlanta and across the Southeast.

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Strategic Advisory
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Business Consulting

The CFO-level guidance most growing firms need before they can hire one.

Most companies cross a revenue threshold where their bookkeeper is no longer enough but a full-time CFO is not yet justified. That gap, between $2 million and $30 million in revenue, is where most strategic financial mistakes happen, and where most opportunities are missed.

Xtrategist's business consulting practice fills that gap. We deliver fractional CFO services, strategic financial planning, KPI dashboards, and M&A advisory to construction companies, technology founders, and professional services firms in Atlanta who need executive-level financial guidance without the executive-level overhead.

What We Do

Strategic finance, tailored to where you are.

Engagements scoped to the question your business actually faces, from monthly CFO support to one-off valuations and transactions.

Fractional CFO Services

Senior CFO-level financial leadership on a fractional basis. Monthly cadence, weekly during critical periods, always on-call when something matters.

Strategic Financial Planning

3-year, 1-year, and quarterly planning that ties revenue targets, hiring plans, capex, and tax strategy into a single coherent roadmap.

KPI Dashboards & Reporting

The 5 to 8 metrics that actually drive your business, surfaced weekly, with the operating cadence to act on them.

Cash Flow & Working Capital

Rolling forecasts, working capital optimization, and the financing strategy that protects growth when revenue and cash flow do not move together.

Profit Optimization

Margin analysis, pricing strategy, cost-of-goods rigor, and overhead allocation that finds margin expansion without revenue change.

M&A Advisory & Valuation

Buy-side, sell-side, and internal succession transactions. Quality of earnings, deal structure, and the valuation work that sets the right number from the start.

Frequently Asked

Fractional CFO questions, answered.

What does a fractional CFO actually do?
A fractional CFO gives a growing company the strategic financial leadership of a Chief Financial Officer without the full-time hire. Typical engagements include cash flow forecasting, KPI dashboards, board reporting, fundraising support, and M&A diligence.
When is the right time to bring in a fractional CFO?
Most commonly when a business hits $3M to $10M in revenue and the founder no longer has time to manage finance personally but cannot yet justify a $200K+ full-time CFO. We bridge that gap.
Do you help with M&A — buying or selling a business?
Yes. We provide quality of earnings analysis, financial diligence support, and post-close integration accounting for clients both acquiring and selling businesses.
How much does a fractional CFO cost in Atlanta?
Engagements are scoped to a monthly retainer based on meeting cadence and complexity — a fraction of the fully loaded cost of hiring a full-time CFO. A free 30-minute consultation is the fastest way to get a scoped quote for your situation.
Do you provide fractional CFO services for construction companies?
Yes. Construction is Xtrategist's core specialty: WIP schedules, bonding-ready financial statements, job costing, and cash flow forecasting are built into our CFO engagements for contractors.
What does a fractional CFO engagement include?
A senior CFO working on a set monthly cadence: strategic and quarterly planning, KPI dashboards and weekly metrics, cash flow and working capital forecasts, profit and margin analysis, and M&A or valuation support when a transaction is on the table.

Ready for finance that drives the business?

Free 30-minute consultation with a senior advisor. No obligation. English or Spanish.

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