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Fractional CFO Services
for Growing Businesses

Is Your Business Ready for a Fractional CFO?

Answer a few questions about your business, financial challenges, and growth goals. Your results will help you determine whether fractional CFO support is right for you and whether the Starter, Growth, or Scale package may best fit your needs.

Start Assessment

Are Financial Decisions Becoming Harder
as Your Business Grows?

If unpredictable cash flow, unclear financial reports, or difficult business decisions are creating uncertainty, we can help. Our CPA/MBA-led fractional CFO services give small business owners the clarity and financial guidance needed to improve cash flow and make confident decisions.

How It Works

01

Book a call

Schedule a free 20-minute consultation with owner Kevin Lacey, a CPA/MBA with more than 20 years of experience.

Schedule A Call

02

Choose Your Support

Kevin will assess your needs and help you choose the service package that best fits your business.

View CFO Packages

03

Ongoing CFO Support

Receive consistent financial guidance, forecasting, and strategic support to improve cash flow and make confident business decisions.

See How It Works

Is Unpredictable Cash Flow Holding Your Business Back?

Reliable financial information and experienced guidance can help you spend less time second-guessing your numbers and more time building a financially stronger business.

• Understand where your money is going
• Anticipate cash-flow needs before problems arise
• Make informed hiring, pricing, and investment decisions
• Create a financial plan for sustainable, profitable growth

Explore CFO Services

Experienced Financial Guidance for
Growing Businesses

Kevin Lacey, CPA/MBA

Kevin Lacey, CPA/MBA, brings more than 20 years of accounting and financial experience to every client relationship. He works directly with business owners to improve financial clarity, manage cash flow, evaluate important decisions, and create practical financial strategies for sustainable growth.

You receive experienced guidance tailored to your business, goals, and financial needs, rather than generic advice or a one-size-fits-all plan.

Meet Kevin

Ready to Strengthen Your Business’s Financial Future?

You don’t have to navigate cash-flow challenges, financial planning, and important business decisions alone. Schedule a free 20-minute consultation to discuss your goals and the support that may be right for your business.

Schedule a Free Consultation

What They’re Saying

★★★★★
I highly recommend You Need a CFO. Kevin has helped us organize our finances, improve our financial processes, and gain much more confidence in our numbers. More importantly, he has helped us understand what those numbers are telling us about our business. We’re now better equipped to identify where we’re losing money, find opportunities to improve profitability, and make informed decisions. His guidance has been a valuable part of strengthening our business.

Jai Bugarin

Google Review

★★★★★
Kevin is a great resource for helping us set up and maintain our SOS Inventory program. He is always available to troubleshoot issues as they arise and to help with our internal controls documentation.

Thomas Bass

Google Review

★★★★★
I have worked with Kevin for many years, and he has always provided excellent service to all of the clients we have referred to him. He is very professional, highly knowledgeable, and I know our clients are in good hands whenever I make an introduction. His high level of inventory management expertise has helped many business owners gain better control of their day-to-day operations.

Yvette Houston

Google Review

★★★★★
I used Kevin for implementation of SOS that required a large and complex integration. We had multiple sales channels and integration points. He was very patient and helped us navigate the complexity and what was required. He is very knowledgeable about SOS and QBO and could explain the impact of configuration to COGS. His communication, follow up and responsiveness were outstanding.

Mark Young

Google Review

★★★★★
Kevin has been a huge asset for our growing business! His in depth knowledge of SOS Inventory has helped us immensely. He’s extremely clear and concise when explaining work flows. He’s available when questions arise. I would highly recommend Kevin! We look forward to our continued relationship.

Teri Hess

Google Review

★★★★★
Our team chose Kevin in a new joint venturer start up several months ago. The complexity of what needed to be done between set up and systems was far beyond my scope. Kevin came highly recommended and performed outstandingly. He was an excellent communicator with the team, he led when it was appropriate for him to do so and most of all he completed the project within scope and on time.

Bill Harkreader

Google Review

Insights and Publications

Business owners need more than accurate financial statements. They need practical insights that help them make better decisions. Along with the resources we publish here, Kevin P. Lacey, CPA, MBA, is a contributing author to The Woodard Report, where he shares perspectives on AI, business strategy, and the evolving role of financial leadership.

Featured in The Woodard Report

Latest Financial Insights

  • Customer Profitability Analysis: Why Your Biggest Customers May Not Be Your Best

    Customer Profitability Analysis: Why Your Biggest Customers May Not Be Your Best

  • A CEO’s Guide to Better Financial Decisions

    A CEO’s Guide to Better Financial Decisions

  • Fractional CFO Cost vs. ROI: When the Investment Makes Financial Sense

    Fractional CFO Cost vs. ROI: When the Investment Makes Financial Sense

Starting a new business?

Before you need a CFO, you need the right foundation. If you’re setting up an LLC or corporation, we work with a trusted attorney who helps business owners get started the right way.

Start Your LLC or Corporation