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Fractional CFOs for Wellness Companies in West Virginia

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Fractional CFOs

Erica Goode, CPA | Cash Flow Projections, Process Optimization, Strategic Decision Support
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10 Client Reviews

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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."
CPA on Fire - Concierge-Level CFO Services | Financial Strategy Development, Strategic Decision Support, Financial Modeling
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"Working with CPA on Fire has been a game-changer. Their team is responsive, strategic, and truly understands the needs of growing businesses. The fractional CFO support and personalized tax planning have added real value and peace of mind."
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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.

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

Not sure who’s right for your wellness company? Answer a few quick questions, and we’ll introduce you to someone who fits.

Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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