Fractional CFO Services

for Leaders Who Need More Than Reports

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Find the Right Level of Financial Leadership for Your Business

No two businesses are the same—and neither are our CFO engagements. Whether you need boots-on-the-ground, on-site leadership, strategic support for a high-impact initiative, or guidance at the board level, we offer three flexible ways to work with us. With decades of executive experience, our CFOs don’t just advise — they embed, act, and lead.

In-House CFOs

Fully integrated financial leadership without the cost of a full-time hire

Project-Based Support

Focused solutions for high-impact financial moments

Board-Level Engagements

Strategic insight where governance and long-term value intersect

Need a Strategic Financial Leader, But Not a Full-Time CFO?

You don’t need another report. You need someone who thinks like an owner, sees the whole picture, and aligns your business for sustainable growth.

This is where we step in.

Our experienced CFOs work in-house, functioning as part of your executive team. We lead forecasting, shape financial strategies, build infrastructure, and guide decision-making in real time—with the accountability and insight of someone sitting at the table, not consulting from the outside.

We help clients:

  • Build visibility around cash flow and margins
  • Align leadership and teams with financial targets
  • Prepare for growth, investment or exit
  • Improve reporting, accountability, and financial culture
Learn More About our In-House CFOs

Facing a Specific Challenge or Need a Second Set of Eyes?

When you’re in the middle of a financial crossroads, time and clarity are everything.

We offer project-based support for businesses that need targeted answers—fast. Whether you’re cleaning up financials, pricing a new line of business, or prepping for an acquisition, Kaplan CFOs step in with clarity, momentum, and deep financial insight.

We help clients:

  • Prepare for M&A, due diligence, or exits
  • Create rolling forecasts or cash flow models
  • Clean up financials and reestablish reporting discipline
  • Translate data into action for boards, banks, or investors
  • Analyze profitability by line of business or segment
  • Identify gross margin gaps and uncover root causes
  • Evaluate true product or service costs—even when pricing is market-constrained
Explore Project-Based Support

Need Strategic Financial Leadership at the Highest Level?

Kaplan CFOs don’t just show up—they challenge the status quo. As embedded board members or outside advisors, they bring deep financial and operational insight that pushes conversations beyond the surface. When others stay silent, our CFOs ask the questions that need to be asked—often the ones everyone else is thinking.

We provide:

  • Board leadership and governance insight
  • Cross-functional support for executive teams
  • Financial guidance for private businesses, family offices, and private equity firms navigating growth, succession, or M&A
  • Paid advisory presence for high-stakes decisions without the need for a full-time CFO

*Note: While some of our CFOs may choose to serve pro bono on nonprofit boards, Board Leadership engagements are billable unless otherwise agreed upon.

Explore Board-Level Support

Not Sure What Kind of CFO Support You Need?

Let’s talk through it together.

You don’t need a fully mapped plan to get started. Our experienced CFOs help uncover the real issues, recommend actionable strategies, and lead implementation when it matters most.

(828) 338-9091

available M-F from 8:00 am – 5:00 pm

Address: 825-C Merrimon Ave #189
Asheville, NC 28804

Email info@kaplancfo.com