Fractional CFO Services

Most professional service businesses don't need a full-time CFO. What they do need is the thinking, the strategy, and the financial leadership that a CFO provides — without the $200K+ salary that comes with it.

That's what a fractional CFO delivers. And for independent professionals and small business owners who have built real revenue but lack a strategic financial voice in their business, it's often the highest-leverage move they can make.

LTP Advisory's fractional CFO service gives professional service business owners in Los Angeles and California access to CFO-level financial guidance on an ongoing, part-time basis. Henry Lee steps into your business as a trusted financial partner — not a consultant who shows up with a report, but an advisor who is actively engaged in how your business performs financially month over month.

Who This Is For

This service is the right fit if you are:

  • A professional service business owner or other small business with annual revenue of $400K or more

  • Currently without any dedicated financial strategy or CFO-level oversight in your business

  • Relying on your CPA for compliance but lacking anyone focused on financial performance and planning

  • Making major business decisions — hiring, pricing, expansion, equipment — without a clear financial framework to evaluate them

  • Ready for ongoing financial partnership, not a one-time engagement

This is not the right fit for businesses that need bookkeeping, payroll, or tax services. Your existing CPA and bookkeeper stay in place — the fractional CFO works alongside them, not in place of them.

What's Included

LTP Advisory's fractional CFO service includes:

  • Monthly financial review — Regular review of your business financials with interpretation and context, not just numbers

  • Cash flow management — Visibility and planning around cash flow cycles, which affect nearly every professional service business

  • Profitability analysis — Identifying where your business is generating real margin and where it isn't

  • KPI tracking — Establishing the right metrics for your business and monitoring them consistently

  • Strategic financial planning — Forecasting, scenario planning, and financial goal-setting aligned with where you want to take your practice

  • Decision support — A trusted voice when you're evaluating any major financial decision

  • Coordination with your CPA and bookkeeper — Ensuring everyone is working from the same financial picture

FAQs

What does a fractional CFO actually do?

A fractional CFO provides CFO-level financial strategy and oversight on a part-time, ongoing basis. For a professional service business owner, that means having someone actively engaged in your financial performance — monitoring cash flow, analyzing profitability, supporting major financial decisions, and building a forward-looking financial plan — without the cost of a full-time hire.

How is a fractional CFO different from my accountant?

Your accountant focuses on compliance — accurate records, tax filing, and financial reporting. A fractional CFO focuses on strategy — what your numbers mean, what decisions to make based on them, and how to improve financial performance over time. Most professional service businesses need both, and they work best together.

How many hours per month does a fractional CFO work with my business?

It varies based on the scope of the engagement. LTP Advisory structures engagements around your business needs rather than a fixed hour count — the focus is on outcomes, not time logged.

The Process

Step 1 — Right Fit Meeting A free 30-minute conversation to understand your business, your financial situation, and whether fractional CFO services are the right fit.

Step 2 — Financial Assessment A structured review of your business financials. This is where Henry builds a complete picture of your business — what's working, what isn't, and where the highest-impact opportunities are.

Step 3 — Assessment Review Henry walks you through the findings in plain language. You'll have a clear picture of your financial gaps and a specific sense of what ongoing fractional CFO support would address.

Step 4 — Ongoing Fractional CFO Engagement If there's a strong fit, Henry outlines the scope and structure of an ongoing engagement. Fractional CFO engagements run in six-month increments.

Investment

Engagements start at $1,497/month, structured as six-month partnerships. Exact investment is determined after the Financial Assessment, based on the scope and complexity of your business.

Ready to Get Started?

If you're a professional service business owner in West Los Angeles and you've been meaning to get a better handle on your finances, the Right Fit Meeting is the right first step.

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