The Process

Here’s exactly what happens when you hire a fractional CFO

Every step is defined before any work begins, and the scope is sized to match the business, never the other way around. Owners reach a working financial rhythm quickly, without signing into a long commitment to find out.

Talk to a Fractional CFO View Pricing →

Discovery call

Share your challenges and goals. We listen, assess fit, and outline potential engagement.

30 min · Free · No commitment

Financial assessment

Deep dive into financials, operations, and growth levers. Identify quick wins.

1-2 weeks · Diagnostic report

Custom scope

Tailored engagement plan with clear deliverables, cadence, and success metrics.

Flexible hours · Month-to-month

Embedded partnership

Your fractional CFO integrates with your team, driving results from day one.

Ongoing · Measurable ROI

Four Steps

Every engagement follows the same proven structure

Four steps from first conversation to ongoing financial leadership.

Discovery Call

The first conversation runs about thirty minutes, costs nothing, and carries no obligation. Jeff Nash and Ben Trageser use it to understand the business, hear where the financial pressure sits, and gauge whether a fractional CFO engagement is the right fit.

Financial Assessment

When the fit is there, the early weeks go into reading the business closely: the books, the systems, and the financial questions nobody has had time to answer. The result is a candid picture of what is solid and what deserves attention first.

Custom Scope

From that assessment, a specific proposal goes back to the owner: how involved the engagement runs, how often the team meets, and exactly what the practice owns versus what stays in-house. Nothing starts until the owner reviews it and signs off.

Ongoing Partnership

From there the engagement becomes a standing fixture in how financial decisions get made: a regular review, a direct line when something cannot wait, and one coordinated view of the business that holds month after month. The services embedded in your operations stay aligned as priorities shift.

Your Financial Partner

Two partners, one consistent financial picture

The practice brings two Fractional CFO Partners to the work, so senior financial depth is always within reach. Jeff Nash and Ben Trageser share the strategy, keep the numbers consistent between them, and stay present for the decisions that shape the year rather than checking in once a month. Meet the partners behind the numbers.

Fractional CFO partners Jeff Nash and Ben Trageser in an ongoing client financial partnership

Why Fractional

What you get vs. what you’d pay for a full-time CFO

The fractional model puts senior financial leadership inside a growing business without a full-time executive on the payroll. The practice sizes each engagement to what the business actually warrants, and the scope flexes up or down as priorities change, so there is no hire-and-fire cycle to manage. The published engagement levels show how it is structured.

Immediate access to CFO-level thinking
Engagement grows with your business
No lengthy search or interview process
Adjust scope as priorities shift
Part of your team not an outside vendor

Get Started

Jeff Nash Fractional CFO › Cash Flow 13-Week

Cash Position $0 0%

AR Outstanding $0 0%

AP Due $0 0%

Runway 0 0

Cash Forecast 13 weeks

Working Capital

Receivables 45% Payables 30% Operating 25%

Monthly Burn

Liquidity

85% Quick Ratio

72% Current

91% Coverage

The Approach

What the ongoing engagement looks like

Once the scope is set, the work settles into a steady cadence: a recurring review of the numbers, dashboards the owner actually opens, and tax and cash decisions made with full context instead of in isolation. Between sessions, Jeff Nash and Ben Trageser are reachable when a material decision lands.

Weekly or monthly CFO touchpoints
KPI scorecard with real targets
Always-available phone and email
Quarterly forecast and planning sessions
Coordinated tax and infrastructure strategy

View Services

KPI scorecard

KPI	Target	Actual	Δ
Revenue	$210K	$224K	+6.7%
Margin	32%	34.2%	+2.2pp
Cash flow	$28K	$31K	+10.7%
AR days	30	38	+8d
Utilization	80%	72%	-8pp

Monthly narrative

What changed? Revenue up 6.7%, AR crept to 38 days

Why does it matter? Cash conversion slowing despite growth

What should we do? Tighten collections, review payment terms

Next review

✓ KPI scorecard

✓ Cash forecast

✓ Narrative drafted

— Feb action items

Decisions logged 14 this quarter

AR alert 38d → 30 target

3 of 5 KPIs on target

Partnership

Your fractional CFO works with you, not for you

Bringing in this practice is not bringing in an outside advisor who hands over a report and moves on. Both partners read the engagement at the start, and the one whose strengths fit leads it. The way they work day to day is clear from the first conversation.

Let’s Talk

$Two fractional CFO partners reviewing financial strategy together at a McKinney office$

Your Fractional CFO Partners

Meet your fractional CFO

Jeff Nash

Managing Partner, Fractional CFO

Jeff Nash, CPA, CFP, brings more than 25 years of experience helping business owners work through complex financial decisions with clarity. He holds a Master of Taxation from Mississippi State University and is a Certified Exit Planning Advisor, pairing deep tax expertise with the strategic perspective owners need to grow their companies and plan ahead with confidence.

CPA CFP CEPA

Ben Trageser

Partner, Fractional CFO

Ben Trageser is a tax strategist who helps business owners navigate complex tax matters with practical, results-driven strategies. With experience at a Big Four accounting firm and an IRS Enrolled Agent license, he goes beyond compliance to optimize financial outcomes and support sound, confident decisions for the businesses he works with.

Common Questions

About the process

What should we expect during the first month?

With the scope agreed, the practice gets oriented quickly: access to the books and systems, a read of recent financials, and a few conversations with the people who keep the numbers. The first working review is scheduled and the regular cadence takes hold, usually inside the opening few weeks. A pressing situation can move faster than that.

How does the fractional CFO plug into our existing team?

The bookkeeper keeps recording the day-to-day and the accountant keeps filing the returns. Jeff Nash and Ben Trageser take on the forward-looking financial decisions those records inform, working closely with the people the business already trusts.

How does industry experience factor into the engagement?

More than 25 years across tax strategy and financial planning means most situations are familiar territory for the practice. Even so, the discovery call and the assessment come first by design, so Jeff Nash and Ben Trageser understand how this particular business actually runs before recommending anything.

What if our needs shift midstream?

The discovery call sizes the starting point, and the scope is revisited on a regular basis after that. When priorities change, the engagement adjusts through a conversation rather than a contract renegotiation.