Built for clarity.
A strategic finance partner for the CEO and the board. We lead planning, reporting and capital decisions, and build a finance function that uses technology for the repetitive steps.
What We Do
Senior finance leadership and operations, shaped to where your company is today and where it is headed next.
Strategic Finance Leadership
CFO-level leadership embedded in your team on a fractional or advisory basis: strategic planning, board and lender reporting, capital strategy, and financial modeling.
Finance and Accounting Operations
A close your team runs the same way every month, payables and receivables that run cleanly, and reporting that shows how the business is really performing.
Technology-First Finance
We use technology for the repetitive steps (reconciliations, report assembly, first-draft variance notes) so your team's time goes to analysis. Your people review and sign off.
AI training for your team →How We Work
How an engagement runs, from the first conversation to an ongoing partnership.
We start with where finance is costing you time or confidence, and whether we are the right people to fix it.
We look at your numbers, your reporting, your systems and your team, and find the few changes that matter most.
A prioritized plan for the finance function: what changes first, what it changes, and who owns it.
We stay on as your finance lead for as long as it is useful, or hand the function to your team.
We have closed the books, defended the forecast to a board, and built the systems behind both.
Learn more about us →CFO Operations, Answered
- What does a fractional CFO do?
A fractional CFO is a senior finance executive who works with your company part-time or on a defined scope. The work covers planning and budgeting, reporting to leadership, the board and lenders, capital and cash decisions, and oversight of the finance team, at the level a full-time CFO would bring.
Fractional CFO- When does a company need CFO-level leadership?
Usually when the questions outgrow the books: a board or lender asking for forecasts, a raise or acquisition on the horizon, margins that nobody can fully explain, or a close that takes too long to be useful. A controller keeps the records right. A CFO decides what the numbers mean for the business.
- How is this different from hiring a controller?
A controller runs accounting and the close. A CFO works on the decisions: planning, capital, pricing, and what to tell the board and lenders. Many companies have a strong controller and still need someone to own that strategic side, and a fractional CFO fills that gap without a full-time hire.
- Do you work with our existing accountant or controller?
Yes. Most engagements start with the team already in place. We strengthen what works, fill the gaps, and make sure the accountant, the controller and the leadership team are all working from the same numbers.
- Do you work on a project basis or ongoing?
Both. Some companies need a finance lead in the room every month. Others need a specific piece of work, such as a forecast model, board reporting or preparation for a raise. We scope it to what the company needs.
- Where does technology fit in?
Behind the scenes. We use technology for the repetitive steps, like reconciliations and report assembly, so time goes to analysis and decisions, with governance and data security kept front of mind throughout.
Let's Talk
Ready to explore how F3 Insights can help your business? Start with a conversation. We typically respond within one business day.
Get in touch
Whether it is AI training for your team, automation that gives you time back, or finance systems you can run on, we'd love to learn about your business and talk through how we can help.