Fractional CFO Services
Ideal for clients with a well-established accounting team, Simon Lever’s Fractional CFO service provides expert guidance for financial decision-making.
Experts in Fractional CFO Services
As a Fractional CFO, Simon Lever provides strategic financial advice to clients who have a robust in-house accounting team but are looking for further guidance. Our team offers insights into financial planning, budgeting, and forecasting to help our clients make informed decisions. Fractional CFO services include monthly strategic meetings, providing premium support for companies that are ready to accelerate growth.

Key Services
- Financial Planning
- Budgeting
- Forecasting
- Expert Guidance
Meet Our Fractional CFO Services Team
Learn More About Fractional CFO Services
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Service Done Differently
Service is at the heart of everything we do. Specializing in closely-held and family-owned organizations, we are deeply invested in the success of our clients. Our Lead Advisor approach gives each client access to an experienced professional who understands the value of asking the right questions and acting quickly on the solutions.

