Cash flow & working capital
Understand what’s coming in, what’s going out, and what’s ahead. Build cash forecasts and a regular rhythm for managing receivables, payables, and liquidity.
Know your next move.FRACTIONAL CFO SERVICES
Build your business.
Know your numbers.
Financial clarity for what comes next. We help business owners understand cash flow, plan with purpose, and make confident decisions—with CFO support that fits their business.
Practical guidance. Clear priorities. A long-term perspective.
FINANCIAL LEADERSHIP FOR
Owner-led businesses
Growing teams
Your next chapter
SEE THE BIGGER PICTURE
Your numbers should
help you move forward.
You’re making decisions every day—when to hire, where to invest, and how to keep growth from putting pressure on cash. The right financial perspective helps connect those decisions to a plan.
Legacy Strategic brings structure to your financial management, turning reporting into useful conversations and clear next steps.
HOW WE HELP
CFO perspective.
Practical execution.
Support built around the questions
that matter to your business.
Budgets & financial forecasts
Translate your goals into an operating plan. Compare actual results with expectations and model hiring, investments, and growth scenarios before committing.
Plan with perspective.Reporting & performance
Bring focus to your monthly financials with management reporting, relevant KPIs, and clear explanations of what changed and why it matters.
Make the numbers useful.Profitability & decision support
Look beyond revenue to understand margins, costs, and the economics of your work. Evaluate pricing, projects, and resource decisions with a clearer financial view.
Understand what drives value.Financial operations
Strengthen close processes, reconciliations, and financial workflows. Coordinate with your accounting team to improve the quality and usefulness of your information.
Create a stronger foundation.Strategic CFO advisory
Bring a financial perspective to your leadership conversations. Prepare for lender discussions, assess capital needs, and connect near-term decisions with long-term goals.
Build toward what’s next.MORE THAN A MONTHLY REPORT
From “How did we do?”
to “What should we do next?”
Your financials tell a story. We help you understand it—and use it to shape the next chapter of your business.
Let’s talk about your businessOUR APPROACH
Start with clarity.
Build a rhythm.
A focused engagement, shaped around
your priorities and your team.
Understand
We start with your goals, current financial processes, and the decisions keeping you up at night.
Prioritize
Together, we define the scope, reporting needs, and immediate actions that deserve attention.
Build
We establish forecasts, useful reporting, and a practical financial management routine.
Move forward
We review results, discuss tradeoffs, and adjust the plan as your business evolves.
YOUR BUSINESS.
YOUR NEXT CHAPTER.
ABOUT LEGACY STRATEGIC
Financial leadership
with your future in mind.
Legacy Strategic provides fractional CFO support for business owners who want a clearer financial picture and a more intentional path forward.
We work alongside you and your team to connect the details of day-to-day finance with the decisions that shape your business. The focus is straightforward: useful information, thoughtful planning, and consistent follow-through.
Connect with Chris CollierA FEW COMMON QUESTIONS
A better fit
for your business.
What is a fractional CFO?
A fractional CFO provides financial leadership on a part-time or engagement basis. You get support with planning, reporting, cash flow, and strategic decisions, with a scope tailored to your business.
How is this different from bookkeeping?
Bookkeeping records financial activity. CFO support builds on that foundation to interpret results, forecast future needs, and help owners evaluate decisions. We can work alongside your existing bookkeeper or accounting team.
When does fractional CFO support make sense?
It may be a good fit when growth is making your finances more complex, cash flow feels unpredictable, reporting is difficult to use, or you need financial guidance before a major decision.
What does an engagement cost?
Scope and fees depend on your needs, the complexity of your business, and the level of ongoing support. We begin with a conversation and define the engagement before work starts.
How do we get started?
Email Chris with a little about your business and what you’d like help with. We’ll arrange a conversation to understand your priorities and discuss whether Legacy Strategic is a fit.
LET’S TALK
What’s next
for your business?
Tell us where you are today and where you want to go. Let’s explore how fractional CFO support could help.
START A CONVERSATION WITH
Chris Collier
Legacy Strategic
ccollier@legacy-strategic.com Email Chris Opens your email app. Share a brief introduction to get started.