Built for clarity.
We combine process excellence, strategic insight, and intelligent automation to help growth-stage companies improve profitability, optimize working capital, and drive sustainable growth.
What We Do
Senior finance leadership and operations, shaped to where your company is today and where it's headed next.
Strategic Finance Leadership
Fractional CFO services that embed senior financial leadership into your team, without the full-time overhead. Strategic planning, board reporting, capital strategy, and financial modeling.
Finance & Accounting Operations
Streamline your financial operations. We optimize accounts payable, accounts receivable, close processes, and implement systems that give you real-time visibility into performance.
AI-Enabled Finance
Put AI to work on the manual grind: automated reporting, reconciliation, and a faster close, with the controls and audit trail your board expects. The same approach carries across the rest of the business.
Explore our AI advisory practice →How We Work
How a typical engagement runs, from the first conversation to an ongoing partnership.
We start with a conversation to understand your business, your challenges, and where you're trying to go.
We dig into your current state across financials, processes, systems, and team, and identify the highest-impact opportunities.
Together, we build a prioritized plan with clear deliverables, timelines, and ownership.
We work alongside your team to put the plan in place, fix what isn't working, and get to results.
Finance isn't a one-time project. We stay on as a fractional partner and adjust as the business changes.
Assess, Build, Operate
The same three rungs as the other two practices, so a buyer who has read one already knows how to read this one. Each rung stands alone and each ends in something you keep.
We bring a wealth of experience across corporate CFO leadership and technology enablement projects.
Learn more about us →CFO Consulting, Answered
- What does a fractional CFO do in the first 90 days?
- First a diagnostic: map where the numbers actually live, which reconcile, and how decisions get made. Then stabilise cash with a weekly thirteen-week cash flow view, tighten the close, and stand up a forecast the board can trust. That sequence is the standard opening of an F3 Insights fractional CFO engagement at a $10M–$70M company.
- Who fixes the gap between QuickBooks and a full ERP?
- That gap, too complex for QuickBooks and not ready for NetSuite-scale ERP, is what F3 Insights calls the systems chasm, and it is a scoped consulting project: requirements taken from the operating cadence, vendor-neutral selection, implementation oversight, and a governed data layer above the ledger so reporting survives the migration. Typical client: a $10M–$70M multi-entity company.
- How long does an engagement take before results show?
- The diagnostic takes two to six weeks and pays for itself as a costed problem ledger. The first operating results, a faster close, a weekly cash view, a believable forecast, typically land within the build phase, months one through four. F3 Insights measures every $10M–$70M engagement in the client's own numbers, and every one ends in transfer.
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 you're looking for strategic finance leadership, operational improvements, or automation solutions, we'd love to learn about your business and discuss how we can help.