Business Financial Group (BFG) is a multi-service financial operations platform that provides accounting, payroll, tax, and advisory services to small- and mid-sized businesses.
BFG operates a globally optimized delivery model with:
U.S.-based leadership and contract CPAs (advisory & compliance oversight)
India-based accounting, admin, and HR teams (execution & quality control)
Costa Rica–based sales, marketing, client service, and recruiting teams
BFG currently generates approximately $350K in annual recurring revenue and is entering a focused growth acceleration phase, including geographic expansion, service-line monetization, and selective capital raising.
BFG is seeking a Fractional / Freelance CFO to support investor readiness, financial storytelling, and deal structuring during an upcoming growth and fundraising phase.
This is not a traditional CFO or controller role.
The ideal candidate acts as a strategic financial advisor to the founder, helping translate the business model into investor-grade financial narratives while preserving founder control and long-term value.
The Fractional CFO’s primary mandate is to:
Strengthen financial credibility with investors
Validate and refine growth assumptions
Support deal structure and governance discussions
This role does not own day-to-day accounting, bookkeeping, payroll, or tax compliance.
Review and pressure-test existing investor pitch materials
Validate revenue model, unit economics, and margin assumptions
Help frame financial metrics investors care about (ARR, revenue per employee, margins, LTV)
Prepare the founder for financial and valuation-related investor questions
Develop simple, defensible financial projections (12–36 months)
Align projections with operational realities and hiring plans
Avoid overly complex, VC-style forecasting models
Sanity-check proposed use of funds ($1M–$2M growth capital)
Ensure capital allocation aligns with growth priorities
Help articulate how capital accelerates scale without increasing risk
Review proposed deal structures (equity, preferred equity, staged investments)
Explain implications of terms (liquidation preferences, board rights, returns)
Flag unfavorable or misaligned terms
Support the founder in evaluating competing offers
Note: The CFO advises, the founder leads negotiations.
What This Role Is NOT
Not a full-time CFO
Not responsible for bookkeeping or accounting operations
Not the primary contact with investors
Not authorized to negotiate deals independently
This role is advisory and supportive, not controlling.
Experience as a Fractional CFO, CFO Advisor, or Finance Lead
Background working with professional services businesses (accounting, advisory, HR, consulting)
Direct experience supporting capital raises in the $500K–$5M range
Familiarity with family offices, operator-investors, or growth equity (not VC-only)
Comfort with global or offshore delivery models
Founder-friendly, pragmatic mindset
Strong communicator (can explain finance simply)
Comfortable working with early-stage platforms
Disciplined about scope and time
Willing to collaborate closely with the founder
Type: Fractional / Contract
Time Commitment: ~5–10 hours per week
Duration: 3–4 months (with possible extension)
Compensation: Market-based hourly or monthly retainer
A successful engagement will result in:
Increased investor confidence in financials
Clear, defensible valuation logic
Founder confidence during investor discussions
Improved deal terms and partner alignment
Interested candidates should be prepared to:
Describe prior fundraising support experience
Share examples of working with professional services firms
Explain how they balance founder control with investor expectations
Final Note
BFG is seeking a strategic partner, not a gatekeeper.The right Fractional CFO will amplify the founder’s vision, strengthen financial credibility, and help secure the right growth partner — not just capital.
Experience as a Fractional CFO, CFO Advisor, or Finance Lead
