Fractional CFOs for Wellness Companies
Hiring a fractional CFO for your wellness company offers financial leadership without the overhead. Ideal for fitness studios, health startups, and DTC wellness brands, fractional CFOs help manage cash flow, prepare for fundraising, and build a sustainable financial strategy aligned with your mission.
Need to outsource something else? Search for proactivefinancial advisorsandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Need to outsource something else? Search for proactivefinancial advisorsandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Fractional CFOs
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"Excellent! In working with Erica, I experienced a simplified bookkeeping process, a first time "window-to-my-cashflow-situation", and a "person on my corner" an advocate if you will, come tax preparation time. A shift in priorities at home led to no longer needing Erica's services. Erica's magic still lingers at the office and at home and am forever grateful for her help during a time of tremendous growth in my consulting practice."
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What Does a Fractional CFO Do for a Wellness Company?
A fractional CFO provides part-time, high-level financial guidance tailored to health and wellness businesses. They can:
Build long-term financial strategies for growth and capital efficiency
Improve cash flow by managing vendor terms and optimizing billing cycles
Create investor-ready financial models and assist with fundraising
Track KPIs like client retention rate, revenue per session, and churn
Oversee compliance, insurance, and tax-related risks
Support profitability across income streams like memberships, retail, and online programs
Build long-term financial strategies for growth and capital efficiency
Improve cash flow by managing vendor terms and optimizing billing cycles
Create investor-ready financial models and assist with fundraising
Track KPIs like client retention rate, revenue per session, and churn
Oversee compliance, insurance, and tax-related risks
Support profitability across income streams like memberships, retail, and online programs
FrequentlyAsked Questions
Are fractional CFOs worth it for wellness businesses?
Yes. A fractional CFO offers expert financial strategy without the full-time cost—helping you manage cash flow, improve profitability, and raise capital confidently.
What’s the difference between a bookkeeper and a fractional CFO?
Bookkeepers track day-to-day transactions. Fractional CFOs offer strategic guidance, financial modeling, and high-level insights to support business growth.
When should a wellness company hire a fractional CFO?
When you're growing quickly, adding new revenue streams, planning for funding, or need better financial clarity but don’t need a full-time hire yet.
What’s the cost of a fractional CFO?
Typically between $3,000–$10,000/month, depending on your business size, needs, and goals.
Not sure who’s right for your wellness company? Answer a few quick questions, and we’ll introduce you to someone who fits.
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