Fractional CFO Services
Pius CFO Advisors brings senior financial leadership to growth-stage and mid-market companies — the strategic clarity and institutional discipline that most organizations only access when they can afford a full-time CFO.
Does This Sound Familiar?
You started with a bookkeeper and a spreadsheet — and for a while, that was enough. But somewhere between early growth and where you are now, the financial picture got complicated. Cash flow feels unpredictable. You're not sure if your margins are healthy or just busy. Board members and investors are asking questions you don't have clean answers to. And the person handling your finances — as capable as they are — wasn't built for the strategic conversations your business now demands.
You don't need a $300,000 full-time CFO. You need the right financial expertise, right-sized for where you are.
That's exactly what Pius CFO Advisors was built to provide.
Monthly financials arrive too late to act on
Cash flow surprises keep catching you off guard
Board or investor questions you can't answer confidently
No clear financial roadmap for the next 12 months
Finance team built for transactions, not strategy
No one watching the big financial picture but you
Where We Do Our Best Work
Most of the founders we work with didn't come to us because something was catastrophically wrong. They came because something important was about to happen — a raise, a new board member, a hiring decision, an acquisition — and they realized their financial infrastructure wasn't built for the moment they were in. If any of the situations below sound familiar, you're exactly who we built this for.
You're preparing for your first institutional raise and a serious investor has asked for a data room. You open your financial model and realize it was built by three different people over four years, your revenue recognition has never been formally documented, and you have no idea if what you're about to show an investor will hold up under scrutiny. You have weeks, not months, to get this right.
Let's talk about your raise →Your revenue has doubled in two years. You've hired, expanded, and executed. But somewhere in that growth the finances got complicated in ways you haven't had time to address. You're making significant decisions — on pricing, on hiring, on expansion — without the financial clarity those decisions deserve.
Let's bring clarity to your growth →Your board or investors have become more sophisticated. The questions coming out of your last few meetings were harder than usual — about reserves, about margins, about what the next 12 months look like financially. You know the answers exist somewhere in your numbers. You just don't have someone who can find them, frame them, and help you walk in with confidence.
Let's prepare you for the room →You've been running on a bookkeeper and a prayer. It worked when you were smaller. Now you're at a stage where investors, partners, and your own team expect a level of financial reporting and oversight that your current setup can't produce. You need policies, processes, a proper close cycle, and reporting that actually informs decisions.
Let's build what your next stage demands →You run a nonprofit, a public agency, or a healthcare-adjacent organization that has grown steadily for years — and the finance function has quietly not kept pace. Your board is asking harder questions about reserves, audit findings, and long-term sustainability. Your current staff handles the transactions competently, but nobody in the building is doing the forward-looking financial work your next stage demands. You need someone who understands the specific pressures of mission-driven finance — restricted funds, grant compliance, board governance, and the unique obligation of stewarding resources that exist to serve a community, not generate a return.
Let's talk about your organization →Real Questions. Straight Answers.
Before most engagements begin, a founder asks us something like this.
What We Do
Every service draws directly from two decades of managing billion-dollar portfolios, building finance functions from scratch, and advising at the board level. Click any service to learn more.
Investment policy · Liquidity management · Capital allocation
Investment policy statement development, reserve and liquidity management, capital allocation strategy, and banking relationship management. This is our deepest differentiator — bringing institutional investment oversight to your organization at a fraction of the cost of a full-time institutional finance team.
Team design · Systems · Policies & procedures
Designing finance teams, implementing accounting systems, building policies and procedures, and professionalizing operations from the ground up. For organizations that have outgrown their current setup and need institutional-grade financial infrastructure to support the next stage of growth.
Board prep · Audit committee · Executive reporting
Board presentation preparation, audit committee liaison, financial policy development, risk frameworks, and executive-level reporting. We prepare you for every question before you walk in the room — and can be present when it matters most.
Budgeting · Forecasting · KPIs · Scenario modeling
Annual budgeting, rolling forecasts, cash flow management, scenario modeling, KPI frameworks, and variance analysis. The financial backbone every growth-stage company needs to make confident, data-driven decisions on hiring, pricing, expansion, and capital allocation.
Due diligence · Valuation · Integration planning
Financial due diligence, transaction modeling, integration planning, and valuation support. Backed by direct experience leading a $4.2B acquisition integration at a major nonprofit healthcare system across legal, finance, and regulatory teams.
Investor models · Data room · Term sheet analysis
Investor-ready financial models, pitch deck financials, data room preparation, and term sheet analysis. We prepare your financials for institutional scrutiny and coach you through the investor conversation — so you walk in confident and prepared.
How We Work
Every organization is different — in size, complexity, and what they need from a fractional CFO. We structure engagements around your specific situation so you only pay for what you actually need.
Not sure which fits? Let's figure it out together.
Schedule a Discovery Call →