Business Details
22 Years
experience
Trusted CFO Services and Business Coaching in Pensacola
The Fractional CFO is dedicated to providing strategic financial solutions tailored to businesses seeking sustainable growth and operational efficiency. With a focus on financial planning, risk management, and performance optimization, we partner with clients to address immediate challenges while preparing for long-term success. Our team leverages decades of industry experience to deliver actionable insights, from cash flow stabilization to strategic planning.Founded in 2004, our approach combines personalized service with a commitment to integrity, ensuring clients receive expert guidance aligned with their unique goals. We prioritize transparency, accountability, and measurable outcomes, helping businesses transform financial challenges into opportunities for growth.
Services
CFO Services
Business Coaching
Business Valuations
Financial Planning
Budgeting
Strategic Planning
Cash Flow Management
Profitability Analysis
Operational Efficiency
KPI Development
Details
- Year established: 2004
Highlights and features
- We offer over 20 years of experience in financial consulting and business coaching.
- Our proven process aligns cost control with profitable growth.
- We provide personalized CFO services tailored to your business needs.
- Our team includes certified professionals with decades of industry experience.
- We guarantee actionable results through strategic planning and accountability.
What people say
500% increase in revenues
Enhanced C-Suite performance
Invaluable insights
Excellent communication
Spot-on systems
Services
CFO Services
Fractional CFO services provide strategic financial leadership for businesses without a full-time CFO. We handle cash flow stabilization, financial reporting, and risk management. Our approach includes tailored planning and implementation to align financial operations with growth objectives.
Business Coaching
Business coaching focuses on accountability and goal achievement through personalized planning and weekly progress reviews. We help owners streamline operations, improve decision-making, and maintain focus on long-term objectives while avoiding common pitfalls.
Business Valuations
We assess business value for sales, acquisitions, or internal planning using comprehensive financial analysis. Our valuations consider market conditions, profitability, and growth potential to provide accurate, actionable insights for strategic decisions.
Financial Planning
Our financial planning services include cash flow projections, budget development, and scenario analysis to ensure fiscal stability. We create customized frameworks that align with business goals and adapt to changing market conditions.
Strategic Planning
Strategic planning involves developing long-term roadmaps for growth, including market positioning, resource allocation, and performance metrics. We collaborate with leadership to execute plans that drive profitability and operational efficiency.
People
Bill Eveleth
CEO
Bill founded The Fractional CFO in 2004 after serving as SVP of Finance at a $22B company. He has taught graduate-level operations management since 2011 and authored four business-focused books.
Heather Lloyd
Associate
Heather brings 25+ years of accounting experience across industries like construction and real estate. She specializes in bookkeeping, audits, and financial process optimization, with a focus on practical solutions.
Questions
What does a Fractional CFO do?
A Fractional CFO manages financial risks, provides planning and reporting, and implements strategies to stabilize cash flow and improve profitability for businesses.
How can business coaching benefit my company?
Business coaching offers accountability, strategic planning, and goal-setting support to help owners overcome challenges and achieve sustainable growth.
What services does The Fractional CFO offer?
We provide CFO services, business coaching, valuations, financial planning, budgeting, and operational efficiency consulting tailored to client needs.
Are services available outside Pensacola?
While based in Pensacola, our services are adaptable to clients in other regions through virtual collaboration and strategic planning.
How are pricing and engagement structured?
Engagements start with a consultation to define needs, followed by customized project or ongoing plans with transparent cost estimates.
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