CFO-level financial leadership — scoped to your business.
WiseCFO Solutions provides fractional CFO services to owner-led businesses with $2M–$25M in revenue. Five core service areas, one experienced CFO, no full-time hire required.
Five core service areas for owner-led businesses.
Each service area is designed to close the gap between where your finances are and where they need to be. Engagements are scoped to your business — not a fixed package.
Fractional CFO & Financial Leadership
Forecasting, cash flow visibility, KPI dashboards, and monthly financial reviews that give ownership clearer numbers for every major hiring, pricing, capital, and growth decision. The same CFO in every meeting — no junior analysts, no account rotation.
Working with a staffing company? Cash flow and payroll timing require industry-specific reporting.
Outsourced Accounting & Controller Support
Controller-level process improvements, internal controls, and reporting discipline that clean up the numbers and free ownership from accounting bottlenecks. Includes invoicing, reconciliations, payroll coordination, and audit support.
Cost & Profitability Improvement
Customer, product, and service-line profitability analysis to identify margin pressure, leakage, and pricing opportunities. Cost structure reviews and commission structure analysis align resources with what actually grows the bottom line.
Treasury & Risk Management
Rolling cash flow forecasts, working capital planning, banking relationship management, and risk frameworks — including hedging where applicable — that give leadership clear visibility into liquidity and borrowing needs before decisions become urgent.
M&A Planning & Transaction Support
Pre-transaction financial readiness, financial modeling, buy-side and sell-side due diligence, and post-close integration planning. Whether buying, selling, or preparing for succession, the financial work happens before the decision — not after.
Not sure which service fits your situation?
Most engagements begin with a short discovery call. Warren will listen, ask practical questions about your business and financial needs, and help determine where to start.
Three business situations WiseCFO Solutions serves well.
The starting point differs. The standard does not. Every engagement gets the same experienced CFO, same rigor, and same owner-focused approach.
Better forecasting, reporting, and cash visibility — without a full-time CFO seat.
You built the business. Now it needs financial infrastructure to match its size. WiseCFO brings cash visibility, decision models, and a CFO on call — at a fraction of the cost of a permanent hire.
Best fit: Owner-led businesses $2M–$25M making growth or investment decisions without a financial model.
This Is My Situation →Stronger reporting, accountability, and strategic finance support.
Your investors expect board-ready reporting, disciplined KPIs, and a finance leader who understands how deals work. Warren has operated at this level and brings that experience to portfolio company finance.
Best fit: PE-backed companies needing governance, reporting systems, or acquisition integration support.
This Is My Situation →Experienced partnership on planning, reporting, and improvement priorities.
You have a Controller or VP Finance in place but need senior CFO depth for a specific initiative — a fundraise, a system overhaul, board reporting, or a transaction. Warren works alongside your existing team.
Best fit: Finance leaders who need CFO-level capacity without a permanent CFO headcount.
This Is My Situation →A practical first-phase process for every engagement.
Every engagement begins with a practical review of the numbers, the immediate risks, and the most important decisions in front of management. The goal is clarity early, then a sustainable decision-making rhythm.
Initial Financial Review
Review current reporting, cash position, accounting cadence, and urgent risks so ownership has a clearer starting point.
Priority Gaps
Identify reporting gaps, control issues, cash pressure, margin questions, or decision areas that need attention first.
Forecasting & Visibility
Build clearer forecasting, KPI visibility, and management reporting around how the business actually operates.
Ongoing Decision Support
Support leadership through recurring review, financial interpretation, and decision support tied to company priorities.
Pricing depends on company size, reporting needs, meeting cadence, and the level of financial leadership required. Warren discusses scope and pricing after understanding your situation.
Questions about WiseCFO Solutions services
Call Warren directly at 317.242.9473 if yours is not here.
Ask Warren →What fractional CFO services does WiseCFO Solutions provide?
WiseCFO Solutions provides five core service areas: fractional CFO and financial leadership, outsourced accounting and controller support, cost and profitability improvement, treasury and risk management, and M&A planning and transaction support. Engagements are scoped to the business’s size, complexity, and financial leadership needs.
Who does WiseCFO Solutions serve?
WiseCFO Solutions works with owner-led businesses with $2M to $25M in annual revenue that need CFO-level financial leadership without adding a permanent full-time CFO role. Industries served include manufacturing, staffing, construction, distribution, agriculture, and professional services.
How does a WiseCFO Solutions engagement start?
Every engagement begins with a short discovery call. Warren will listen to the situation, ask practical questions about the business and its financial needs, and help determine whether WiseCFO Solutions is the right fit and where to start.
Does WiseCFO Solutions work with companies outside Indiana?
Yes. WiseCFO Solutions serves clients nationwide. Warren is based in Carmel, Indiana and works primarily virtually, with in-person availability for Indiana-based clients.
Ready to talk about your business and your numbers?
A practical conversation with Warren about your financial situation, your reporting needs, and whether WiseCFO Solutions is the right fit.