Experienced financial leadership, embedded in your business, not billed by the hour from a distance.

A fractional CFO from Hata Advising works directly inside your business on a recurring basis. This isn’t consulting from the sidelines. It’s hands-on leadership: building financial models, running cash flow, managing banking relationships, negotiating with vendors, and sitting at the table for the decisions that shape your company’s future.

You get a CPA with real operational experience across manufacturing, construction, and services, someone who’s managed $100M+ revenue operations and delivered measurable P&L improvement.

What a Fractional CFO Actually Does for You

This isn’t a monthly report in your inbox. It’s a financial leader in your corner.

  • Cash Flow Management, Forecasting, AR/AP optimization, and 13-week cash flow models that prevent surprises.

  • Financial Reporting & KPIs, Monthly close packages, dashboards, and the metrics that actually matter for your industry.

  • Strategic Planning, Budgeting, scenario modeling, and the financial framework behind growth decisions.

  • Pricing & Profitability, Margin analysis, pricing strategy, and ‘good-better-best’ models that protect your bottom line.

  • Banking & Lending, Covenant management, loan packages, and the financial credibility lenders want to see.

  • M&A and Transaction Support, Quality of Earnings analysis, due diligence, and financial positioning for buyers or sellers.

Simple, Flexible Engagement Models

Choose the level of involvement that fits your business and your budget.

Ongoing Fractional CFO

  • Recurring weekly or biweekly engagement
  • You get a dedicated CFO embedded in your operations for a set number of hours per month
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Interim Chief Financial Officer

  • Full-time, short-term coverage during transitions, leaves, or vacancies
  • Step in fast, stabilize, and build the foundation for what comes next.
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Project-Based Advisory

  • Targeted engagement for specific needs.
  • QofE analysis, system migrations, tariff impact modeling, cash-to-accrual conversions, or financial restructuring.
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Is Fractional CFO Right for You?

Is Fractional CFO Right for You?

If any of this sounds familiar, we should talk.

  • You’re making decisions with incomplete financial data, or no data at all.

  • Your books are always behind and you don’t trust the numbers you’re seeing.

  • You’re growing fast and your financial infrastructure can’t keep up.

  • You’re preparing to sell, raise capital, or bring on a partner and need your financials buttoned up.

  • You’ve outgrown your bookkeeper but aren’t ready for a $250K full-time CFO.

  • Your industry has specific financial complexity, job costing, inventory, import duties, and you need someone who gets it.

Let’s See If We’re the Right Fit

The best working relationships start with an honest conversation.

Schedule a discovery call with Jordan. We’ll talk about your business, your challenges, and whether Hata Advising is the right partner for where you’re headed.

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