Fractional CFO / Growth-Stage Finance Advisor

Davis Tech Pro is a founder-led consulting firm delivering secure internal systems, automation platforms, and operational infrastructure for regulated SMBs (healthcare, professional services, gov-adjacent). We are currently operating in the 5 figure rang and scaling deliberately toward six figures/month (7 figures annually). We are seeking a senior fractional CFO / finance advisor to support disciplined growth, margin management, tax-aware decision making, and hiring strategy during this formative stage. This is a strategic advisory role, not an operational accounting or tax-filing position. ⸻ What We’re Looking For We’re looking for a growth-stage financial operator who has helped services-based businesses scale through early and mid growth phases and understands the realities of:

• Founder-led decision making
• Project-based and retainer revenue
• Uneven cash flow during growth
• Contractor-heavy delivery models
• Hiring timing and margin tradeoffs
• Tax-aware financial decision making

This role works directly with the owner and is intended to provide clear, practical financial guidance as the business scales. ⸻ Key Experience Requirements Strong candidates will meet most of the following criteria: 1. Experience Scaling Early-Stage Services Businesses We are particularly interested in candidates who have helped services-based businesses scale through formative growth stages, such as:

• Startup → $500K–$1M annually
• ~5×–10× growth from an early revenue base

Absolute company size matters less than hands-on experience navigating early growth, including:

• First hires or subcontractors
• Margin volatility
• Cash-flow management during growth
• Founder transition from execution to delegation

⸻ 2. Deep Understanding of Project + Retainer Models You are comfortable advising on:

• Project-based revenue recognition
• Milestone billing
• Backlog vs cash-in
• Retainers vs one-time builds
• Gross margin at the project and client level

⸻ 3. Operational, Not Just Accounting-Focused You can:

• Set and evaluate margin targets
• Advise on when to hire vs wait
• Model capacity and headcount scenarios
• Build simple, actionable forecasts
• Support real business decisions, not just reporting

⸻ 4. Founder-Facing Experience You have worked directly with founders and are comfortable:

• Operating in fast-moving environments
• Giving direct, practical guidance
• Working without heavy corporate structure

⸻ 5. Light-Touch Advisory Engagement You can deliver high-leverage insight with a 2–4 hour/month commitment, primarily async, with occasional short check-ins. ⸻ 6. Tax-Aware Financial Guidance (Non-Filing) You understand how early-stage financial decisions impact tax exposure and can:

• Advise on tax-efficient decision making (planning, not filing)
• Flag decisions with tax implications before they’re made
• Identify common planning opportunities and missed write-offs
• Guide when and how to involve a CPA or tax specialist for execution

You are not expected to prepare or file taxes, but should be comfortable designing financial decisions with tax efficiency in mind. ⸻

Responsibilities

Monthly

• Review P&L and cash flow
• Monitor gross margins at the project and client level
• Advise on hiring and capacity timing (consultants vs in-house)
• Flag financial risk early and pressure-test growth decisions

⸻ Early-Stage Advisory (Strategic, Not Operational)

• Provide guidance on setting up a clean, scalable financial foundation, including:
• Business banking structure (operating account, tax reserves, etc.)
• Cash-management and buffer targets
• Credit readiness and responsible use of leverage
• Advise on early-stage financial decisions to support sustainable growth and margin protection
• Help establish financial guardrails appropriate for a growing services firm

⸻ Quarterly

• Update financial and capacity models
• Stress-test cash-flow scenarios
• Adjust growth assumptions as the business scales

⸻ Background & Credentials Relevant backgrounds include:

• Fractional CFO
• CFO Advisor
• Finance Director (fractional)
• Senior Controller with growth-stage experience

CPA, CFA, or MBA are nice-to-have, not required. Experience supporting early-stage scaling and decision-making matters more than credentials. ⸻ Engagement Structure

• Estimated time commitment: 2–4 hours per month
• Open to hourly or retainer-based advisory structures
• Candidates should propose their typical engagement model and pricing

We are comfortable paying market rates for senior-level, growth-stage financial advisory support. ⸻

How to Apply

Please include: 1. A brief summary of your background 2. Examples of services businesses you’ve supported through early growth (starting point → outcome) 3. Your experience with project-based and retainer revenue models 4. How you typically structure fractional CFO engagements 5. Examples of how you’ve helped founders make tax-efficient financial decisions (planning-level, no confidential details) Concise, direct responses preferred. Apply tot his job Apply To this Job