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Fractional cfo and tax advisor
  • Home
  • CoPilot Framework
  • CoPilot CFO
  • CoPilot Controller
  • Tax Advisory
  • CoPilot Partners
  • Contact Us

CoPilot fractional CFO: Strategic Guidance Beyond the Number

Our CoPilot CFO service is designed for organizations that demand more than just financial oversight—it’s for those seeking a strategic partner at the highest level. Delivered as an extension of our CoPilot Controller – Sustainable package or as a stand-alone solution, this premier offering provides C-suite-caliber financial leadership tailored to growth, complexity, and scale.

  

Starting at $5,000/month, CoPilot CFO goes beyond reporting to deliver forward-looking intelligence rooted in a deep, analytical understanding of your business. We uncover the story behind your numbers—translating data into strategy—and equip your executive team and board with the clarity, confidence, and control needed to drive sustainable success.

  

We “fly with you,” navigating turbulence together—from regulatory complexities and cash flow crises to high-stakes growth initiatives—until we land smoothly at your desired destination/succession planning.


Book a free consultation: https://calendly.com/bdemissie-bmdpc/30min


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Core Areas of Impact

Executive-Level Financial Reporting

Cost Structure Optimization & Operational Efficiency

Cost Structure Optimization & Operational Efficiency

We deliver dynamic dashboards and strategic insights designed for the C-suite—turning complex financials into board-ready narratives.

Cost Structure Optimization & Operational Efficiency

Cost Structure Optimization & Operational Efficiency

Cost Structure Optimization & Operational Efficiency

We uncover margin improvement opportunities, reduce waste, and align spending with your organization’s highest priorities. 

Cash Flow & Liquidity Management

Cost Structure Optimization & Operational Efficiency

Cash Flow & Liquidity Management

Our team ensures day-to-day financial stability through cash planning, working capital optimization, and liquidity forecasting. 

Risk & Compliance Oversight

Investor Relations & Capital Strategy

Cash Flow & Liquidity Management

We implement robust financial controls and risk frameworks to strengthen governance and preserve enterprise value. 

Investor Relations & Capital Strategy

Investor Relations & Capital Strategy

Investor Relations & Capital Strategy

From investor presentations to earnings narratives, we position your organization for stakeholder confidence and capital market success.

Equity & Debt Financing Support

Investor Relations & Capital Strategy

Investor Relations & Capital Strategy

We structure, negotiate, and execute capital raises that fuel growth—whether equity rounds or strategic debt placements. 

M&A Financial Due Diligence

Strategic Planning & Forecasting

Strategic Planning & Forecasting

We support mergers, acquisitions, and divestitures with the insights you need to make high-impact decisions. 

Strategic Planning & Forecasting

Strategic Planning & Forecasting

Strategic Planning & Forecasting

 We build long-range financial roadmaps tailored to your mission, your market, and your ambitions. 

5 Signs It’s Time to Hire a Fractional CFO

1. You Lack Clear Financial Visibility

If your team struggles to produce timely, accurate reports or understand cash runway, it’s time for data-driven decision-making. A Fractional CFO brings actionable insights, improving financial reporting and revenue visibility across all departments.

2. You're Growing Fast, But Your Finances Are Falling Behind

Scaling organizations often outpace their internal finance teams. A Fractional CFO enhances operational efficiency and ensures you have the financial stewardship needed to manage complexity, even under cost constraints.

3. Your Bookkeeper or Controller Is Wearing Too Many Hats

5. You Need Financial Strategy Without the $250K Price Tag

3. Your Bookkeeper or Controller Is Wearing Too Many Hats

While they can handle day-to-day tasks, they often lack the strategic insight to guide high-level decisions. A Fractional CFO introduces professional growth for your internal team and fosters a collaborative culture focused on accountability and transparency in communication.

4. You're Preparing for Major Moves

5. You Need Financial Strategy Without the $250K Price Tag

3. Your Bookkeeper or Controller Is Wearing Too Many Hats

Whether it’s capital raising, mergers, or scaling impact, these inflection points require holistic financial management, regulatory compliance, and market competition analysis. A Fractional CFO ensures you’re investor-ready, while aligning with stakeholder expectations and mission-driven goals.

5. You Need Financial Strategy Without the $250K Price Tag

5. You Need Financial Strategy Without the $250K Price Tag

5. You Need Financial Strategy Without the $250K Price Tag

Hiring a full-time CFO can be expensive. A Fractional CFO provides executive-level insights and leadership at a fraction of the cost, tailored to your company’s size and needs.


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