Strong financial leadership without building a finance department
Numera provides experienced financial leadership that helps you make better decisions, improve performance, and prepare for what's next, including strategic CFO guidance, FP&A, financial operations, and board reporting.
Numera is a Great Fit For
Small and medium-sized businesses that need executive financial leadership
Startups preparing to scale
PE-backed and search fund companies reporting to investors and a board
Family offices and complex ownership structures
The office of the CFO, built around your business needs
Numera provides experienced financial leadership backed by a coordinated team of accounting, tax, and finance specialists to help your company prepare for rapid growth, raise capital, and manage increasing complexity.
Outsourced CFO Services for Small and Medium Businesses
Executive financial leadership for growing businesses that need strategic guidance without the cost of a full-time CFO.
CFO Services for Startups
Financial planning, fundraising support, board reporting, and investor-ready finance operations built specifically for high-growth startups.
CFO Services for PE-Backed Companies
Monthly close, cash management, transaction readiness, and audit preparation for companies backed by private equity sponsors.
CFO Services for Family Offices
Coordinated financial leadership supporting family offices, multi-entity structures, spanning wealth preservation, succession planning, and complex financial oversight.
Built for what
comes next
Numera gives your leadership team the financial insight and experienced guidance to move forward with confidence as the stakes rise – whether you’re improving profitability, raising capital, managing increased complexity, or planning for long-term growth.
$9.6B+
Raised by Numera clients
7,300
Businesses modeled
6+
Years avg. client tenure
600+
Professionals
Numera’s unique approach to outsourced CFO services
1
We get the
full picture
We want to understand how your business operates and how financial decisions get made – so that we can see where stronger financial leadership would change the most.
2
We build the
finance function
with you
We align the right mix of CFO leadership, financial operations, reporting, forecasting, and accounting support around what you need – so that you’re not paying for a structure that doesn’t fit.
3
We give you
a clear view
Together we set up the reporting, forecasting, KPIs, and planning tools that show how the business is really performing – so that you’re deciding on evidence, not instinct.
4
We’re there
for the decisions
that matter
Your CFO sits alongside your leadership team on investments, hiring, financing, pricing, and expansion – so that the big calls get made with someone who knows your numbers cold.
5
We stay connected
as you grow
As complexity increases, your finance team grows with you – adding expertise, capacity, and strategic support when you need it most.
Common situations Numera helps you navigate
Preparing for your next stage of growth
As a business grows, financial decisions become more consequential. Hiring, expansion, financing, and new investments all require greater visibility into cash flow, profitability, and future performance.
Numera provides the forecasting, financial insight, and strategic guidance leadership needs to make confident decisions.
Raising capital or reporting to investors
Investors, lenders, and board members expect more than accurate financial statements. They need reliable forecasts, meaningful KPIs, and a clear financial story behind the numbers.
Numera builds the reporting, financial models, and executive guidance that earn the trust of investors, lenders, and boards.
Managing increasing financial complexity
Growth often brings multiple entities, new markets, larger teams, and more sophisticated reporting requirements. What once worked for the business may no longer be enough.
Numera scales alongside your organization, combining CFO leadership with accounting, finance, and tax expertise in one coordinated team.
Frequently Asked Questions
What is a fractional CFO?
A fractional CFO provides CFO-level financial leadership on a part-time or recurring basis rather than as a full-time hire. At Numera Advisory, fractional CFOs lead the finance function—monthly close, management reporting, forecasting, board presentations, and lender relationships—without the cost or commitment of a permanent executive. Engagements are month-to-month and scale up or down as the business requires.
What is a fractional controller, and how is it different from a CFO?
A controller owns the accounting process: the monthly close, reconciliations, financial statements, and compliance. A CFO operates at the strategic level: capital structure, forecasting, investor relations, and financial planning. Numera Advisory provides both. For many companies in the lower middle market, the same senior professional covers both functions—managing the books and advising on decisions.
What does Numera Advisory's CFO + Controller service include?
The service includes monthly close ownership, management reporting, variance analysis, budgeting and forecasting, lender and investor reporting, cash flow management, audit coordination, and strategic financial support. The scope is defined at engagement and adjusted as the business evolves. Clients in the middle of a transaction or integration can have the same team handling diligence, close support, and post-close operations under one agreement.
What does the monthly close process look like with Numera Advisory?
We take ownership of the close calendar: reconciling accounts, reviewing journal entries, finalizing the trial balance, and producing the management package. The timeline is set at the start of the engagement and we hold to it. Findings, trends, and anomalies are surfaced proactively, not held for a quarterly review.
What does management reporting typically include?
A standard management package includes the income statement, balance sheet, and cash flow statement alongside variance commentary, KPI tracking, and any lender or investor covenant reporting. We configure reporting to match the audience—what a private equity board requires is different from what an SBA lender needs, and different again from what an internal operating team reviews week to week.
Can Numera Advisory handle budgeting and forecasting?
Yes. We build and maintain rolling forecasts and annual budgets, including the driver assumptions, scenario analysis, and tie-back to strategic targets. For companies entering a transaction or a period of growth, we can build an integrated financial model connecting the income statement, balance sheet, and cash flow.
What is the difference between fractional and interim CFO or Controller services?
Fractional means ongoing and recurring—a defined number of hours or days each month over an extended period. Interim means a temporary full-time placement to fill a specific vacancy, typically following a departure, an acquisition, or a transaction that created more work than the existing team can absorb. Numera Advisory provides both. Many engagements start as interim—to fill a seat quickly—and move to a fractional model once the immediate work is stabilized.
Do I have to be a Quality of Earnings client to use CFO + Controller services?
No. Many CFO + Controller clients come to us with no transaction involved. When a deal is part of the picture, the advantage of working with the same team is significant: nothing discovered in diligence gets lost in a handoff, and the people managing the books already know what they found.
Can Numera Advisory work alongside my existing bookkeeper or finance team?
Yes. The most common model is a senior Numera Advisory professional working above an existing bookkeeper or staff accountant—providing the review, judgment, and leadership the internal team cannot provide on its own. We do not replace people unnecessarily; we cover the gap between what the business has and what it needs.
When should I hire a fractional CFO instead of a full-time one?
The fractional model fits most companies that cannot yet justify a full-time senior hire—typically those under $20–30M in revenue, or companies between permanent hires. The right time to move to a full-time CFO is when the complexity of the finance function, investor relationships, or operational demands require a dedicated executive presence. When that point comes, Numera Advisory can help define the role and support the transition.
What happens if I eventually want to bring someone in-house?
The engagement ends on your timeline. There is no long-term commitment—Numera Advisory is month-to-month. When you make a full-time hire, we can support the transition: briefing the incoming CFO or Controller on the state of the books, open items, and historical context that would otherwise take months to reconstruct independently.
How quickly can CFO + Controller services start?
A senior professional can be in place within days of engagement. We do not run a standard mobilization calendar; we scope quickly, agree terms, and begin. For urgent situations—a CFO who has just resigned, a close that has stalled—we are structured to respond within days.
How are CFO + Controller engagements priced?
Recurring engagements are structured as a monthly arrangement sized to the scope of the work. The scope and fee are agreed before work starts; there is no open-ended billing. Contact us to schedule a discovery call and we will walk you through a proposed scope and fee for your situation.