Expert Guidance
Strategic Partner for Financial Growth
A Fractional CFO provides expert financial guidance and strategic planning on a part-time or as-needed basis, offering businesses the expertise of a seasoned CFO without the cost of a full-time hire. Joe Ohlweiler brings over 30 years of financial leadership to small and mid-sized businesses, helping leaders focus on what matters most: driving growth, simplifying decisions, and achieving the vision they’ve set for their company.
How We Help
Solving the Challenges That Hold Businesses Back
Business owners often find themselves stuck in the day-to-day, unable to step back and focus on the bigger picture. Joe’s Fractional CFO services address key challenges, including:
Financial Clarity: Understanding your financials and their impact on profitability.
Strategic Focus: Breaking free from the treadmill of daily operations to think ahead.
Accountability: Building a plan and holding the team accountable to results.
Proactive Decision-Making: Moving beyond reactive accounting to a forward-looking strategy.
Expertise on Demand: Gaining financial leadership without hiring a full-time CFO
The Approach
More Than Just Finance
Joe’s role as Fractional CFO goes beyond budgeting, forecasting, and monthly financial reviews. He works directly with business owners to build a strong foundation for growth and profitability. His approach includes:
Strategic Financial Planning: Develop clear, actionable plans that align with your vision and long-term goals.
Customized Guidance: Tailored insights and strategies based on your business’s unique needs.
Hands-On Collaboration: Joe partners directly with you, ensuring every decision is guided by experience and expertise.
Regular Reviews & Accountability: Monthly check-ins and ongoing support to track progress, adjust strategies, and ensure success.
Client journey
What to Expect When You Work With Us
Our process is simple yet impactful:
Discovery & Fit
We start by understanding your business, goals, and challenges to ensure a strong working relationship.
Strategic Planning
Together, we build a forward-thinking plan that aligns your financials with your long-term vision.
Ongoing Support
Through monthly reviews and hands-on guidance, we hold you accountable and adjust as your business evolves.
Results & Growth
With clarity, focus, and a strategic partner by your side, your business thrives.
Let’s navigate your journey to success—together.
Ready to Take Your Business to the Next Level?
Schedule a Consultation
