Fractional CFOs for Startups Under $1M Revenue in Montana
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Fractional CFOs
10 Client Reviews
"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."
5 Client Reviews
"“ROCA has been an invaluable resource. Juan Carlos approached my disorganized accounting with patience and expertise, transforming it into a well-structured system. His professionalism, clear guidance, and attention to detail have given me confidence and clarity in managing my finances.”"
2 Client Reviews
"Tyson is great to work with and he and bring a high level of financial expertise to the table. He focuses on more than just the accounting and reporting (financial modeling, valuation, and profitability, etc.) so clients get meaningful insights that actually support decision-making."
1 Client Reviews
"Timo has far exceeded expectations! I really don't understand how he does some of the stuff he does, but it is absolutely amazing! His level of detail and organization really compliments his financial knowledge and experience. From the day he started until now, Timo has completely revamped all aspects of the financial side of our business and now we are growing at an astonishing rate. It would not be possible without Happy Numbers!"
We provide financial peace of mind to startups and small businesses.
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FrequentlyAsked Questions
How much does a fractional CFO cost for a startup under $1 million?
Costs usually range from $2,500 to $7,000/month. Some offer hourly or project pricing between $175–$350/hour, depending on scope and complexity.
Is a fractional CFO worth it for an early-stage startup?
Yes—especially if you’re managing cash burn, planning a fundraise, or feeling uncertain about financial decisions. A good CFO saves more than they cost.
What’s the difference between a bookkeeper and a fractional CFO?
A bookkeeper records transactions. A fractional CFO builds forecasts, advises on strategy, and prepares you for growth or investor conversations.
When should you hire a fractional CFO?
When you're approaching $500K to $1M in revenue, planning to raise funding, or feeling pressure around cash flow, hiring a CFO-level expert can help you avoid costly mistakes.
Where can I find fractional CFOs for small startups?
Right here. Sam’s List features vetted fractional CFOs who specialize in startups under $1M. Browse profiles and get matched with the right expert.
Why Startups Under $1 Million Should Consider a Fractional CFO
Startups under $1 million in revenue face a critical transition point: too complex for DIY spreadsheets, but not quite ready for a full-time CFO. A fractional CFO fills that gap—offering strategic financial support on a flexible, part-time basis.
Here’s what a fractional CFO can do for early-stage companies:
Cash Flow Management: Stay on top of burn rate and avoid surprise shortfalls.
Budgeting & Forecasting: Create clear projections to guide hiring, product development, and fundraising.
Pricing Strategy: Make sure your margins support growth, not losses.
Fundraising Support: Build investor-ready models, pitch decks, and cap table analysis.
Financial Systems Setup: Implement QuickBooks, Xero, and other tools the right way from the start.
Many fractional CFOs tailor services for startups below $1M—offering project-based or hourly plans. You don’t need to wait until you're scaling fast to get the financial clarity you need now.
Here’s what a fractional CFO can do for early-stage companies:
Cash Flow Management: Stay on top of burn rate and avoid surprise shortfalls.
Budgeting & Forecasting: Create clear projections to guide hiring, product development, and fundraising.
Pricing Strategy: Make sure your margins support growth, not losses.
Fundraising Support: Build investor-ready models, pitch decks, and cap table analysis.
Financial Systems Setup: Implement QuickBooks, Xero, and other tools the right way from the start.
Many fractional CFOs tailor services for startups below $1M—offering project-based or hourly plans. You don’t need to wait until you're scaling fast to get the financial clarity you need now.
Not sure who’s right for you as business doing under $1 million dollars annually? Answer a few quick questions, and we’ll introduce you to someone who fits.
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