Your partner in profits and performance.
A 1099 professional who integrates into your team
Peak Business Navigation is based in Madison, WI, serving clients in Wisconsin, Michigan, Minnesota, Iowa, Illinois and Indiana.
Fractional CFO Services
At Peak Business Navigation, our Fractional CFO services are designed to provide expert financial leadership tailored to your business’s unique needs. Whether you’re seeking strategic guidance, improved cash flow management, or support in scaling operations, our seasoned advisors step in to deliver the expertise of a full-time CFO at a fraction of the cost. With a focus on actionable insights and measurable results, we empower your business to make confident, data-driven decisions and achieve sustainable growth.
What is a Fractional CFO?
A fractional Chief Financial Officer (CFO) is a financial expert who works part-time or on a project basis for your business. We offer financial services and expertise on a contract basis for as long as you need us. A few benefits of hiring a fractional CFO:
Consulting Services
Month End Close Assistance
Our month-end close assistance ensures that your financial closing processes are efficient, accurate, and timely. We help streamline closing procedures, reconcile accounts, and prepare financial statements, providing a clear picture of your financial position.
Budgeting and Forecasting
Robust budgeting and forecasting are essential for financial health and strategic planning. We assist in creating detailed budgets and forecasts, helping you plan for future growth, manage cash flow, and make informed financial decisions.
M&A Evaluation, Due Diligence
Navigating mergers and acquisitions requires careful evaluation and due diligence. We provide thorough assessments of potential deals, including financial analysis, risk assessment, and strategic fit, ensuring you make informed decisions that align with your business goals.
Management/Board Reporting
Accurate and insightful reporting is essential for effective governance. We create comprehensive management and board reports that provide clear visibility into your company’s financial health, operational performance, and strategic progress, enabling informed decision-making at the highest levels.
Capital Sourcing
Access to capital is critical for growth and expansion. We assist in identifying and securing the right financing options for your business, including loans, investors, and grants, helping you achieve your financial goals.
Job and Inventory Costing
Accurate job and inventory costing are crucial for pricing, budgeting, and profitability analysis. We develop costing systems that help you understand your costs, set appropriate prices, and manage inventory effectively.
Tax Optimization Strategies
Effective tax structures and planning can significantly impact your cash and bottom line. We work with your tax firm to develop tax optimization strategies to minimize tax liabilities and maximize savings.