Fractional CFO Services

CFO-level finance, sized to your stage.

You're past the point where a bookkeeper is enough, but nowhere near a full-time finance hire. I run your finance function part-time — the models, reporting, and financial judgment of a CFO, without the commitment of a CFO salary.

Start a conversation See how it works

"In high-pressure moments, clarity is the most valuable thing a finance leader can provide."

The person who stays calm when things get chaotic
The Monthly Finance Package

A fixed monthly engagement — same deliverables, every month, on time.

Your bookkeeper closes the books. I verify they're right, interpret what they mean, and give you the reporting and judgment your board, investors, or authorizer expect.

Monthly close review

Your bookkeeper or back-office provider closes; I verify — reconciliations checked, coding corrected — and tell you what the numbers actually mean.

Financial package with narrative

Budget vs. actuals with variance analysis. Not just statements — what changed, why, and what to do about it, written for the people reading it.

Cash flow & forecasting

A live operating model updated monthly — runway and burn for startups, enrollment-driven forecasts for schools. See problems two quarters before they arrive.

Board & investor reporting

Board-ready materials and the metrics your audience expects, plus updates that build credibility instead of consuming your weekend.

KPI dashboard

The 5–10 numbers that actually run your business, tracked and visible — not buried in a spreadsheet nobody opens.

Async advisory

One strategy call a month, plus email/Slack questions answered within one business day. A finance partner on call, not a report factory.

Parker Shefveland
About

I got into this because of the people on the other side of the numbers.

I'm Parker. I live in Minneapolis with my wife and dog, and I spend my time helping founders, owners, and leaders understand their own finances well enough to make the next decision with confidence.

I started this because I love putting my skillset and experience to work for people who actually need it. What energizes me most is educating and empowering others to use their own data to their advantage — watching someone go from intimidated by their numbers to fluent in them. I've spent the last six years in the trenches of high-growth, early-stage companies, and somewhere in there I realized what I'm genuinely good at: coming into a company and making it meaningfully better, fast.

Most of the people I work with are carrying something heavy. A founder watching runway shrink. An owner who built something real but has never had anyone explain what the numbers are actually saying. A school leader accountable to a board and an authorizer, trying to serve kids while the budget gets tighter. In every one of those rooms, the finances aren't an abstraction. They're someone's payroll, someone's mission, someone's whole thing.

That's the part I care about. Not the spreadsheet — the moment the person across from me stops feeling underwater. I come back to my time as a fractional CFO for K–12 schools in Austin again and again. Sitting with teachers and counselors and explaining why the finances actually mattered to their world, then turning around and helping a CEO work through a cash-flow crisis — that's when it clicked. This skillset could genuinely help people, not just make money or chase a title.

So the way I work is pretty simple. I explain things in plain language. I tell you what I actually think, including when it's not what you were hoping to hear. I don't disappear between reports. In high-pressure moments, clarity is the most valuable thing a finance leader can provide, and being the person who stays calm when it gets chaotic is genuinely the job I want.

On a more personal note: in my free time you'll find me outside — skiing, camping, staying active — or deep into music (seriously, don't get me started), or spending time with family and friends.

If any of this sounds like what you've been missing, I'd love to hear what's going on in your world.

Who I Serve

Four segments, genuinely different accounting.

A cash forecast for a startup and one for a charter school share almost no assumptions. The work is tailored to how your organization actually makes and spends money.

Startups

Venture-backed & scaling

Burn, runway, cash forecasting, board and investor reporting, cap table awareness, and GAAP revenue recognition — the finance function investors cite as a credibility driver.

Small Business

Privately held & owner-led

Owner compensation, cash flow, working capital, tax-aware planning, and the succession and valuation questions that come with building something to keep.

K-12 Schools

Districts & public schools

Fund accounting, GASB reporting, the budget-adoption calendar, restricted vs. unrestricted funds, and grant compliance handled on schedule.

Charter Schools

Authorized & grant-funded

Enrollment/ADA-driven revenue, authorizer reporting, facilities financing, grant and entitlement compliance, and going-concern scrutiny — my deepest bench.

Pricing

Starting-at pricing. Quarterly renewal. No long-term contracts.

A fixed monthly retainer for the core package, with heavier projects priced per engagement as add-ons.

Schools & Education Orgs

$2,500/mo starting

Charter schools and education organizations — board support, compliance, and enrollment-driven forecasting.

  • Monthly close review & financial package
  • Board & finance committee support
  • Compliance & grant calendar
  • Cash flow & enrollment forecast

Startups & Small Business

$3,000/mo starting

Companies too early for a full-time CFO — investor-ready reporting and a live runway model.

  • Monthly close review & financial package
  • Cash runway & burn model
  • Investor & board reporting
  • KPI dashboard + monthly check-in

Add-Ons

Priced per engagement

Heavier lifts scoped separately so the monthly stays predictable.

  • Investor readiness & data room sprints
  • Annual budget & scenario planning
  • Audit & compliance readiness
  • Debt financing support
  • Finance infrastructure setup
Why Me

Five years deep in high-growth and high-scrutiny finance.

First-principles problem solver. High EQ. Builder by nature. The person in the room who asks the question nobody else is asking before the call gets made.

35 → 5Cut month-end close from 35 days to 5, and reduced opex 18% in one fiscal year.
$3M+Built the operating model investors cited as a primary credibility driver in a seed round, as first and only finance hire.
3 yearsFractional CFO serving K–12 charter schools ($1M–$50M revenue) — budgets, board reporting, and CEO advisory.
~$20M × 5Led five debt financings averaging roughly $20M each for schools and education organizations.
100%Clean audit opinions and on-time board reporting across every school client.
WhartonCertified in business and financial modeling; started in corporate audit and FP&A at 3M.
Get in touch

Let's talk about your finance function.

Whether you're guessing at runway or bracing for the next board meeting, I'd love to hear what you're working on.

parker.shefveland@gmail.com

715-307-1684

linkedin.com/in/parker-shefveland

Email me