10+ Years Scaling Businesses and Implementing Efficiency

CFO Forge. Financial clarity. Confident growth. Expert guidance.

Unlock expert financial strategy, cash flow control, AI efficiency and actionable insights with CFO Forge—without the cost of a full-time CFO. Scale smarter with trusted leadership.

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About CFO Forge

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CFO Forge empowers founder-led businesses with enterprise-grade financial management that’s practical, clear, and built for growth. Our approach combines strategic CFO expertise, disciplined forecasting, and efficient systems to unlock cash, margins, and confidence—without the complexity of traditional corporate finance.

Founder-First Approach

We design solutions that work for business owners, not boardrooms.

Hands-On Execution

We don’t just advise—we roll up our sleeves and implement. Your personal consigliere on call.

Clarity Over Complexity

Finance should guide your decisions, not overwhelm them.

Proven Experience

Over 10+ years of CFO expertise guiding $1M–$50M+ ARR companies to scale.

Scalable Solutions

Systems and strategies built to grow with your business.

Transparent Partnership

Straightforward communication, pricing, and outcomes you can trust.

What We Do

Strategic Finance

High-level financial strategy, fractional CFO expertise, and capital planning to guide your business through growth, fundraising, and successful exits. Our focus is aligning your finances with your long-term vision.

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Forecasting & Performance

Stay ahead of the curve with cashflow forecasting, budgeting, KPI tracking, and growth planning. We help you predict, measure, and drive performance with clarity and confidence.

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Cost & Operations

We help you control of expenses by uncovering hidden cost drivers, streamlining operations, and negotiating better terms with vendors. Our staffing and resource strategies ensure you scale efficiently while protecting margins.

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Systems & Processes

We design finance systems that work—starting with QuickBooks setup, process automation, and system optimization. By eliminating inefficiencies and creating scalable workflows, we free up your time to focus on growth.

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The CFO Forge Method

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Cash flow management

Master your cash position

12-month forecasts and scenario planning to optimize cash flow and support your next stage of growth.

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Accounting system setup

Optimize systems and reporting

We set up and optimize AI driven accounting software for efficient, accurate, and automated financials.

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Monthly P&L and KPI review

Unlock actionable financial insights

Monthly margin and KPI analysis to reveal opportunities, track progress, and drive better decisions.

For founders and business owners

Lead your growth with clarity

Get expert financial strategy, cash flow insights, and actionable reporting—without hiring a full-time CFO. Build confidence in every decision.

Fractional CFO support for scaling businesses. Trusted advice, clear numbers, and strategic planning for your next stage.

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Financial Clarity Starts Here

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Ready for financial clarity?

Book a discovery call to identify 2–3 immediate wins for cash or margin.

Fractional CFO FAQs, answered fast

Clear, expert answers to your top questions.

What does a fractional CFO do?
How do you help cash flow?
Who should hire a fractional CFO?
What’s included each month?