FRACTIONAL CFO SERVICES
Expert Financial Leadership as Your Business GrowsAt Whitman Advisory, we connect you with top-tier Fractional CFOs from our exclusive talent network, offering expert financial leadership on a part-time or project basis. Our elite CFOs bring hands-on experience and strategic insights, empowering your business with high-level financial expertise—without the expense of a full-time executive.
With a flexible engagement model, we seamlessly integrate seasoned financial leaders into your organization, delivering the guidance you need to scale effectively, optimize cash flow, and boost profitability. Whether you require support a few days a week or just a few days a month, our tailored Fractional CFO solutions are designed to meet your unique business needs and drive sustainable growth. Let us help you unlock your business’s full potential with the right financial expertise.
What We Do
Your Fractional CFO, Delivering Ongoing Value.
Our highly-experienced, fractional CFOs provide ongoing, strategic leadership to navigate growth phases, optimize financial operations, and build sustainable value. We tailor our services to meet your specific challenges and opportunities.
Strategic Financial Leadership
We provide high-level financial guidance on a part-time basis, ensuring your business has the strategic oversight needed for long-term success.
Growth & Scaling Strategies
Our executives help you develop and execute financial strategies that support sustainable growth, market expansion, and increased profitability.
Capital Raising & Debt Financing
We provide specialized financial expertise to guide companies through the process of securing capital, negotiating with lenders, and optimizing capital structure.
Financial Systems Optimization
A Whitman CFO can assess and improve your financial systems and processes, ensuring they are scalable and provide accurate, timely data.
Cash Flow Management & Forecasting
We implement strategies to improve working capital, manage liquidity, and create reliable cash flow forecasts to strengthen your company’s financial position.
Budgeting, Planning & Analysis
Our experts establish robust financial planning processes, creating reliable models for budgeting, forecasting, and strategic decision-making.
Board & Investor Reporting
We develop clear, insightful reporting packages that build confidence with your board, investors, and stakeholders.
Profitability & Margin Improvement
We partner with your leadership team to analyze profitability drivers, identify cost-saving opportunities, and improve overall margins.
DELIVERING RESULTS
Rapid Financial Solutions, Real Results.
Our efficient process connects you with the right financial leader fast, ensuring immediate action and a clear plan to deliver measurable results.
DELIVERING RESULTS
Dynamic Financial Leadership, Tailored for Growth.
At Whitman Advisory, we empower businesses to tackle growth and complexity with expert financial guidance. Our Fractional CFOs are seasoned professionals who bring hands-on leadership and deliver clarity, control, and measurable impact from day one.
Whether you’re navigating rapid expansion, managing cash flow challenges, or gearing up for a major transaction, our team is here to deliver meaningful results. We streamline financial operations, stabilize cash flow, and implement scalable systems that reduce owner reliance while boosting enterprise value.
With Whitman Advisory, you gain the financial expertise to unlock your business’s full potential.
Driving Financial Excellence with Real Results
Whitman Advisory embeds seasoned Fractional CFOs into your executive team, delivering hands-on leadership, measurable outcomes, and lasting organizational impact.
Industry-Specific Expertise You Can Trust
Our CFOs bring specialized knowledge in construction, manufacturing, and professional services, ensuring tailored solutions for your sector’s unique challenges and opportunities.
Transparent Pricing, Aligned with Value
Our clear, value-driven pricing model offers predictable monthly retainers, giving you high-level financial expertise without surprises.
Flexible Support, Built Around Your Needs
From one day a week to a few days a month, our adaptable engagement models scale with your business, providing the right level of support as your needs evolve.
Results That Transform Your Business
Whitman Advisory focuses on high-impact outcomes, from boosting profitability and optimizing cash flow to building financial models that drive growth and strategic success.
CLIENT SUCCESS STORIES
Hear From Our Clients.
OUR TEAM
Meet Our Fractional CFO Services Team.
Pete Caltabiano
Managing Director, Fractional and Interim CFO
Mike Zaremski
Managing Director, Executive Search and Interim CFO
Jason Medeiros
Managing Director, Executive Search and Interim CFO
Michael Andriola
Fractional Chief Financial Officer
Michael Wirth
Fractional Chief Financial Officer
Nathan Fong
Fractional Chief Financial Officer
Paul Trager
Fractional Chief Financial Officer
Robert DiFortuna
Fractional Chief Financial Officer
Steve Clark
Fractional Chief Financial Officer
INSIGHTS & RESOURCES
Stay Ahead With Our Insights.
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Whitman Advisory Announces Interim CFO Services to Support Businesses During Leadership Transitions
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Whitman Transition Advisors and C-Suite IMPACT Unite to Form Whitman Advisory LLC
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The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market
Enhancing Profit
