Fractional CFO Advisory  ·  Mountain West & Beyond

The finance discipline
your business needs —
without the full-time cost.

Institutional-grade FP&A, cash flow command, and strategic capital advisory—built by an operator who honed corporate finance at a Fortune 500 leader and drives growth-stage small business from the inside out. No junior staff. No templated playbooks. Just rigorous, context-aware CFO judgment.

30-minute consultation  ·  No commitment required
Fortune 500
Institutional Background
18+
Years Leadership
Duke Fuqua
Executive Program
3
Service Pillars

The Problem We Solve

Growth-stage businesses have CFO-level problems.
Most can’t afford a full-time CFO to solve them.

The inflection points that matter most — a capital raise, a tuck-in acquisition, a revenue plateau that won’t budge — demand the kind of financial architecture most founders have never had access to. DrivenCFO exists to close that gap.

  • Cash Flow Visibility & Control

    You’re profitable on paper but cash feels tight every quarter. We install rolling 13-week cash forecasts, covenant dashboards, and steady lender communication cadences.

  • Scaling Friction & Margin Erosion

    Revenue is growing but margins are compressing. We build the unit-economics models and variance reporting that surface leaks before they turn critical.

  • Board & Investor Readiness

    Investors expect board-grade reporting. We prepare the cleanly packaged financial matrices, narrative sheets, and key strategic materials your stakeholders demand.

Charles Roberts, Founder & Principal, DrivenCFO

Who You’re Working With

Charles Roberts

Charles brings 18 years of financial leadership spanning enterprise technology leaders and industrial logistics operations. His focus: helping growth-stage founders and acquisition-minded operators build modern structural frameworks — with the real trade and small business context general consultants completely lack. Foundational bookkeeping work is handled by DrivenCFO’s dedicated staff team, with Charles actively designing and managing the strategic landscape from day one.

  • Fortune 500 Corporate Veteran
  • 18 Years FP&A
  • Duke Fuqua Executive CFO
  • Buy-Side & Sell-Side M&A Advisor

Is Your Business Ready for a Fractional CFO?

You don't need a CFO on day one. You need the right level of financial leadership for where your business actually is — right now. The framework below shows you exactly how to close foundational gaps — starting wherever you stand today.

Tier 1: Financial Foundation

Clean numbers first. Strategy second.

Operational Focus: 100% pure bookkeeping. Backward-looking transactional hygiene and regulatory cleanup.

  • Monthly close within 10 business days
  • Standardized chart of accounts
  • Clean separation of personal/business assets
  • Current federal/state filings with no open flags
Bridge Metric: Three consecutive months of on-time close with zero material reclassifications, and all filings current.

Tier 2: Financial Acceleration

Where bookkeeping starts thinking like a CFO.

Operational Focus: Advanced bookkeeping plus light CFO. Real-time operations, tech integrations, near-term forecasting.

  • Integrated GL/billing/ERP stack with no manual workarounds
  • Live A/R - A/P aging dashboards
  • Per-employee burden-rate visibility
  • Rolling 13-week cash forecast
Bridge Metric: 90+ days of integrated real-time data, current A/R aging, and a sustained 3-month cash buffer.

Tier 3: Elite Fractional CFO

Capital allocation. Exit readiness. Full strategic command.

Operational Focus: 100% strategic CFO. Forward-looking capital allocation, cash optimization, M&A/exit preparation.

  • Margin-by-line strategic reporting
  • Cash conversion cycle trend modeling
  • Board/investor-grade reporting package
  • M&A diligence and exit-runway readiness
Bridge Metric: Sustained engagement tier; re-scoped only at major capital events (raise, acquisition, exit).

Most engagements start at Tier 1 or Tier 2 — not because the business isn't capable, but because the foundation hasn't caught up to the ambition yet. Every tier graduates on a clear, measurable milestone — not a sales pitch.