About You Need A CFO
Fractional CFO & Financial Leadership by a CPA/MBA
You Need A CFO provides fractional CFO services for small businesses that need clear financial direction without the cost of a full-time executive. We help owners gain clarity, improve cash flow, and make confident decisions as their businesses grow.
Led by Kevin P. Lacey, CPA, MBA, our work focuses on strategic financial leadership. Kevin is also a contributing author to The Woodard Report, where he writes about AI, business strategy, and the evolving role of financial leadership.
Learn more about our fractional CFO service packages.
Strategic Financial Leadership for Growing Businesses
Kevin Lacey, CPA, MBA
Founder & Fractional CFO
20+ Years of Financial Leadership
Serving Small Businesses Nationwide
What We Do
We partner with business owners to provide ongoing financial insight and guidance, including:
Cash flow forecasting and planning
Budgeting and financial modeling
Profitability and margin analysis
Strategic decision support
Financial reporting and KPI dashboards
Scenario planning for growth and risk
Our role is to help you understand the numbers, anticipate challenges, and make informed decisions before issues arise.
Who We Work With
Our clients are typically small and growing businesses that:
Generate consistent revenue
Need higher-level financial insight
Are planning for growth, hiring, or investment
Want strategic guidance without adding a full-time CFO
Leadership & Experience
You Need A CFO is led by a CPA and MBA with 20+ years of financial and operational experience, supporting businesses across multiple industries with practical, decision-focused financial leadership.
Our approach combines technical expertise with real-world business judgment. We focus on outcomes, not reports for reports’ sake.
Published Industry Insights
Kevin regularly shares practical insights with business owners and accounting professionals. As a contributing author to The Woodard Report, he writes about leadership, technology, AI, and the future of financial advisory services.
Featured Articles
Why Getting Things Done Matters More in the Age of AI
Artificial intelligence can increase efficiency, but execution still determines results. Kevin explores why disciplined processes and focused leadership remain competitive advantages in an AI-driven world.
What Formula 1 Can Teach Us About Running an Accounting Practice
High-performing organizations succeed through systems, teamwork, and continuous improvement. Kevin examines how lessons from Formula 1 racing apply to building stronger accounting firms and advisory practices.
Why Fractional CFO
A fractional CFO gives you access to senior-level financial leadership at a fraction of the cost of a full-time hire—scaling involvement based on your needs and stage of growth.
Let’s determine whether fractional CFO support is the right fit for your business.