One Team, One Mission
Part Time CFO Services for Growing Businesses
Running a growing business without financial leadership is like navigating uncharted waters without a compass. You’re crossing $1M in revenue, but decisions are still made on instinct rather than insight. Your bookkeeping is "maxed out," and the fear of a compliance gap or an unmanaged audit keeps you up at night.
You don't need a full-time CFO to get full-scale results. At Phazer Insight, we serve as your "partners in the passenger seat," providing executive-level financial intelligence that protects your bottom line and moves the needle where it matters most.
Predictive Profit Modeling & Data Analytics
Using M.S. Data Science insights to uncover the "why" and "what’s next" hidden in your numbers.
Strategic Pillars
These are your high-level specialties that align with the detailed categories below.
ERP Systems Advisory
Overseeing software transitions and data integrity to ensure your technology scales as fast as you do.
Indirect Rate & Margin Architecture
Precision engineering of your pricing and overhead to safeguard every dollar of profit.
Risk & Compliance Oversight
Building audit-ready internal control frameworks that protect your integrity and your future.
Explore Our Fractional CFO Services
Strategic leadership that protects your bottom line and moves the needle where it matters.
Growth & Profitability Strategy
Operational Systems & Optimization
Data Intelligence & Insights
Risk, Compliance & Scalability
We focus on the metrics that drive sustainable expansion and margin protection.
We build the engine of your business so your systems scale with your growth.
We turn raw information into clear, decision-ready insight.
We build a secure financial house that’s ready for growth and scrutiny.
- Financial Planning & Forecasting: Budgets and rolling forecasts that guide smart decisions.
- Profitability Analysis: Spoting opportunities to reinvest for sustainable growth.
- Strategic Advisory: High-level guidance through M&A or leadership transitions.
- Technology Integration: Connecting platforms and automating workflows to reduce error.
- Process Optimization: Streamlining your accounting and strengthening controls.
- Vendor Management: Optimizing COGS and contracts for stronger margins.
- Financial Reporting: Transforming spreadsheets into narrative-driven executive dashboards.
- Cash Flow Management: Total visibility into inflows so cash is always working for you.
- Workforce Analysis: Aligning compensation and staffing with your long-term growth plans.
- Performance Management: Monitoring KPIs to safeguard your business from risk.
- Capital Readiness: Creating investor-ready models to help secure financing.
- Business Structuring: Building the frameworks to support future expansion.
Executive-level financial leadership at a fraction of the cost—designed for growing teams that have outgrown basic bookkeeping.
Our Proven Path to Clarity
One Team. One Mission. A clear path from instinct-driven to insight-driven.
01
Discovery Call
We align on your goals and determine if a Fractional CFO partnership is the right fit.
02
CFO Assessment
A 2–4 week deep dive to identify margin leaks, system risks, and inefficiencies.
03
Strategic Roadmap
We build your custom dashboards, forecasts, and KPIs to give you a clear view of the trail ahead.
04
Ongoing Partnership
We join your team for monthly reviews, providing the foresight needed to navigate growth confidently.
Big-Picture Structure. Local Partnership.
We combine 16+ years of regulatory oversight with 24 years of executive leadership to give small-to-midsize businesses a level of structure usually reserved for major corporations. We provide the "One Team, One Mission" support you need to stop guessing and start growing.
Which Service Do I Need?
Choose Bookkeeping if...
- You need accurate monthly financial statements.
- You want to ensure tax compliance and clean books.
- You have less than $1M in annual revenue.
- Your primary goal is maintenance.
Choose Controller/CFO if...
- You need to know why the numbers moved and what to do next.
- You are preparing for a capital raise, M&A, or audit.
- You are scaling past $1M–$5M+ and feel out of control.
- Your primary goal is strategic, sustainable growth.
With vs. Without Phazer Insight
Without Phazer Insight
- ✕ Reactive decisions
- ✕ Unclear margins
- ✕ Spreadsheet sprawl
- ✕ Audit anxiety
With Phazer Insight
- ✓ Proactive planning
- ✓ Engineered margins
- ✓ Unified dashboards
- ✓ Audit-ready controls