cfo & advisory services
Fractional CFO Services in Columbus That Help Your Business Grow
Strategic Finance Guidance for Growth
Running a business in Columbus, Powell, or Dublin often means making tough financial decisions without the benefit of a full-time CFO. Perfect Balance offers fractional CFO services that give you the insight of an experienced financial leader—without the cost of a permanent executive. Our part-time CFO services help small and mid-sized businesses plan strategically, anticipate challenges, and move forward with confidence.
What Our CFO Advisory Covers
Our CFO-level services go beyond bookkeeping to give you a clear roadmap for growth. We help you understand where your business stands today and where it’s headed tomorrow. Services include:
- Cash flow forecasting to plan for upcoming expenses and opportunities
- KPI development and tracking so you can measure what matters
- Business performance analysis that reveals strengths and risks
- Strategic budgeting and budget vs. actual tracking
- Long-term financial strategy and planning for expansion
- Support for fundraising, financing, and exit planning
- Board and investor reporting tailored to your audience
Why Choose a Fractional CFO for Your Business
Many Ohio businesses reach a stage where bookkeeping alone isn’t enough. That’s when a fractional CFO becomes invaluable. We don’t just report past numbers—we help plan your future. Whether you’re opening a new storefront in New Albany, investing in equipment for your service business, or preparing to sell your company, our CFO advisory keeps your strategy grounded in data. Because Perfect Balance also manages
bookkeeping, we have deep knowledge of your financials, making our strategic guidance more accurate and actionable.
How We Deliver Real Results
Fractional CFO services give small business owners access to the kind of insights usually reserved for large corporations. For example, our team can analyze which products or services drive the majority of your profits and help you adjust your focus accordingly. We also guide nonprofits on how to plan financially for staff growth and show entrepreneurs how to prepare for investor meetings. While each client’s story is unique, the outcome is always the same: clearer financial direction and stronger decision-making.
Do I need a CFO if I already have a bookkeeper?
Yes—bookkeepers manage transactions and reporting, while a fractional CFO provides strategic guidance and forward-looking planning.
How much time does a fractional CFO typically spend with clients?
Most small businesses benefit from a few hours per week or month, depending on their goals and complexity.
Can you work with startups?
Absolutely. We often help startups in Columbus and beyond build financial models, prepare for fundraising, and set growth strategies.
What industries do you specialize in?
We serve a wide range, including medical practices, nonprofits, retail, professional services, and more.
How is this different from hiring a full-time CFO?
You get the same expertise without the high cost. It’s a flexible solution tailored to your business size and budget.
Working Alongside Your Team
Our role doesn’t stop at spreadsheets. We provide reports that can be shared with boards, investors, or leadership teams. If needed, we’ll join meetings to explain the numbers in plain language and help you present a strong financial case. Whether you’re based in Columbus or operating throughout Ohio, we become a trusted extension of your leadership team—ready when you need us.