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Weekly bite-size tactics on cash flow, profit levers, and family-business harmony that 7- and 8-figure manufacturers use to grow (and sleep at night). No fluff, no jargon just action-ready insights and the occasional dry chuckle.

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The Fractional CFO Who
Speaks Manufacturing and Understands Family Business

Take the guesswork out of your finances and grow your business with confidence and purpose without choosing between profitability and your values

Two female consultants laughing

$5M+

Revenue generated

+50%

Increase in financial
operational efficiency

3x

Financial visibility

$30k+

Cost savings

Our Services

We partner with you to bring clarity, control, and confidence to your financial operations so you can focus on what matters most

Fractional CFO in a meeting

Fractional Controllership

Finance Team Management

Quality Financial Data

Timely Financial Reporting

Financial Process Improvement

Fractional CFO on a discovery call

CFO Advisory

Strategic financial planning

Cash flow forecasting and management

Finance Team Management

Profitability analysis and growth strategies

Fractional CFO with screen showing data

Other Financial Support

Financing due diligence support

Budgeting and forecasting projects

ERP System implementation guidance

Why Choose Elevate Virtual CFO?

We Transform Your Financial Operations Without Losing Your Family Values

Goal Oriented

We meet with you quarterly to set and review both your business and personal goals. We believe business success aligns with personal achievement.

Data Driven

Good decisions require accurate financial data. We work with your bookkeeper to ensure accuracy and help you focus on key metrics to grow your business.

Monthly Meetings

Monthly meetings cover everything from financial reviews to cash flow forecasting and budgeting, keeping your business's finances focused on sustainability and growth.

Open Communication

We’re available beyond just monthly meetings. Reach out anytime you need support or have questions. We’re here when you need us, not just once a month.

Coaching

As we work together our goal is to teach you the financial fundamentals so you can take control of your business’s finances and make informed decisions.

Our Process

A Proven Path to Financial Clarity and Sustainable Growth

Discovery & Assessment
We start with a deep dive into your business, understanding your goals, financial health, and operational challenges.

This allows us to tailor our approach to your unique structure, values, and sustainability priorities.
Book a Free Discovery Call
Fractional cfo on a discovery call
Financial Systems
& Reporting Setup
We streamline your financial processes and set up accurate, timely reporting tools.

From cash flow visibility to profit margin insights, you’ll get the data you need to make confident decisions.
Book a Free Discovery Call
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Strategic Planning & Forecasting
Using your financial data, we build forward-looking forecasts, budgets, and strategic plans that align with your growth goals and sustainable manufacturing practices.
Book a Free Discovery Call
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Ongoing CFO Guidance
As your trusted partner, we provide continuous financial leadership meeting regularly to review performance, identify opportunities, and navigate challenges before they become risks.
Book a Free Discovery Call
Fractional CFO guidance

Client Success Stories

What other Manufacturers like you are saying.

“Working with Chuoru is a pleasure. She is personable, professional and incredibly committed to her work.

Always very productive and is able to keep her attention on the things that matter the most and on where we are trying to go.

Our company has benefited immensely from her expertise.

She’s the kind of person every business needs on their team if they aspire for greatness.”

Phil St-Cyr
Founder & CEO, Rootree

"It was a pleasure working with Chuoru Li.

Very competent and asked questions for clarification and provided the deliverable as per the project requirements"

Ankur Patel
CEO & Founder, Multimodal

Frequently
Asked Questions

We’ve got the answers to all your questions

Book a Free Discovery Call
What's the difference between an accountant and a fractional CFO?
Think of accountant as your driver. They do the majority of the backward-looking data capture, and make sure your data is complete, accurate, and compliant. Think of your Fractional CFO as your GPS, we help you align the data with your goals, and guide your business towards the right direction via forward-looking forecasts and strategies.
How do i know my business is ready for a fractional CFO?
Your business may be ready to hire a fractional CFO when
  - it's fast growing, but your cash flow is not keeping up with the growth
  - You would like to expand your business, but not sure if your financials or operations are ready
  - You are getting to a stage (typically $3M+) where your operations are complex enough that you need more insights into the performance of various departments.
How do i know you understand my family business?
Elevate has worked with multiple family businesses in the manufacturing industries. We understand the unique dynamics in a family business that are both exciting and delicate. Every business is different, and we strive to work closely with you to understand those differences and offer the services that are best suited for your business.
What does a fractional CFO do?
As your fractional CFO, we align your financial data with your business and personal goals. We reverse engineer your goals to actionable strategies and develop measurable insights for the progress. We also connect the dots between the numbers and your operations, to identify opportunities for process improvement, which then lead to better efficiency, better profits and cash flow.
What industries do you specialize in?
At Elevate, we focus on helping family-own manufacturing businesses between $3M and $30M in revenue.
How do you charge for your service?
After we have a discovery call with you and understand your business and your pain points, we create a custom service solution that fit your needs. All fractional controller and CFO services are charged at a flat monthly fee for the agree-upon scope. No time-tracking, and no hidden fees.