Board-Level Advisory · Long-Term Relationship

Strategic Partner

A cross-departmental business partner and standing advisory presence — broader and longer-term than a finance-function hire. A premium extension of the Fractional CFO: Fractional CFO is finance leadership; Strategic Partner is finance plus business leadership.

Finance Blind Spots addressed: Decision blind spots across the whole business. What are Finance Blind Spots? →

The Pain Behind This

“Operations is running the business one way, while Finance is reporting something else.”

If left as-is: Weak business partnering, KPI disputes, and decisions taken without being connected to their financial consequence.

What you actually need: Finance business partnering — the numbers and the business decision, on the same page.

What It Solves

Finance disconnected from the rest of the business

DISCONNECTED FINANCE

Finance sitting disconnected from operations, sales and other functions — numbers that don't inform real decisions outside the finance team.

NO SOUNDING BOARD

No long-term strategic sounding board — decisions made in isolation without an experienced outside perspective.

NO STANDING PRESENCE

A board or ownership group that needs a standing advisory presence, not a one-off consulting engagement.

What We Bring

Cross-functional, relationship-based, long-term

  • Cross-functional business partnering — working alongside operations, sales and other departments so financial thinking shapes decisions everywhere, not just in the finance function
  • A long-term, board-level advisory relationship — ongoing, relationship-based, not project-by-project
  • An experienced outside perspective on strategic calls: pricing, expansion, restructuring, capital allocation
How It Differs From Fractional CFO

Finance-leadership-focused vs. broader and relationship-based

Fractional CFO is finance-leadership-focused (numbers, reporting, board packs, fundraising support). Strategic Partner is broader: cross-departmental, relationship-based, and positioned for the long term rather than tied to specific finance deliverables. The two can be engaged together or separately.

See the Fractional CFO page →

Who It's For

A standing strategic voice across the whole business

EXISTING FINANCE FUNCTION

Businesses with an existing finance function (internal or via Fractional CFO) that also want a standing strategic voice across the whole business.

CONTINUITY

Founders/boards who want continuity of advisory relationship over years, not a rotating cast of consultants.

Engagement & Pricing

Retainer-based, longer minimum engagement

Reflecting the relationship-building nature of the role. Custom quote based on scope and business size.

A Conversation, Not A Pitch

Book a Consultation to talk through the fit

Given the relationship-based positioning, this starts as a conversation about your business, not a sales pitch.

Book a Consultation →

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Know a founder who needs this? Send them a Fin-vite — that's how most conversations here start.