Fractional CFO / Growth-Stage Finance Advisor

Davis Tech Pro is a founder-led consulting firm delivering secure internal systems, automation platforms, and operational infrastructure for regulated SMBs (healthcare, professional services, gov-adjacent).

We are currently operating in the 5 figure rang and scaling deliberately toward six figures/month (7 figures annually). We are seeking a senior fractional CFO / finance advisor to support disciplined growth, margin management, tax-aware decision making, and hiring strategy during this formative stage.

This is a strategic advisory role, not an operational accounting or tax-filing position.

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What We’re Looking For

We’re looking for a growth-stage financial operator who has helped services-based businesses scale through early and mid growth phases and understands the realities of:

• Founder-led decision making

• Project-based and retainer revenue

• Uneven cash flow during growth

• Contractor-heavy delivery models

• Hiring timing and margin tradeoffs

• Tax-aware financial decision making

This role works directly with the owner and is intended to provide clear, practical financial guidance as the business scales.

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Key Experience Requirements

Strong candidates will meet most of the following criteria:

1. Experience Scaling Early-Stage Services Businesses

We are particularly interested in candidates who have helped services-based businesses scale through formative growth stages, such as:

• Startup → $500K–$1M annually

• ~5×–10× growth from an early revenue base

Absolute company size matters less than hands-on experience navigating early growth, including:

• First hires or subcontractors

• Margin volatility

• Cash-flow management during growth

• Founder transition from execution to delegation

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2. Deep Understanding of Project + Retainer Models

You are comfortable advising on:

• Project-based revenue recognition

• Milestone billing

• Backlog vs cash-in

• Retainers vs one-time builds

• Gross margin at the project and client level

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3. Operational, Not Just Accounting-Focused

You can:

• Set and evaluate margin targets

• Advise on when to hire vs wait

• Model capacity and headcount scenarios

• Build simple, actionable forecasts

• Support real business decisions, not just reporting

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4. Founder-Facing Experience

You have worked directly with founders and are comfortable:

• Operating in fast-moving environments

• Giving direct, practical guidance

• Working without heavy corporate structure

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5. Light-Touch Advisory Engagement

You can deliver high-leverage insight with a 2–4 hour/month commitment, primarily async, with occasional short check-ins.

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6. Tax-Aware Financial Guidance (Non-Filing)

You understand how early-stage financial decisions impact tax exposure and can:

• Advise on tax-efficient decision making (planning, not filing)

• Flag decisions with tax implications before they’re made

• Identify common planning opportunities and missed write-offs

• Guide when and how to involve a CPA or tax specialist for execution

You are not expected to prepare or file taxes, but should be comfortable designing financial decisions with tax efficiency in mind.

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Responsibilities

Monthly

• Review P&L and cash flow

• Monitor gross margins at the project and client level

• Advise on hiring and capacity timing (consultants vs in-house)

• Flag financial risk early and pressure-test growth decisions

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Early-Stage Advisory (Strategic, Not Operational)

• Provide guidance on setting up a clean, scalable financial foundation, including:

• Business banking structure (operating account, tax reserves, etc.)

• Cash-management and buffer targets

• Credit readiness and responsible use of leverage

• Advise on early-stage financial decisions to support sustainable growth and margin protection

• Help establish financial guardrails appropriate for a growing services firm

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Quarterly

• Update financial and capacity models

• Stress-test cash-flow scenarios

• Adjust growth assumptions as the business scales

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Background & Credentials

Relevant backgrounds include:

• Fractional CFO

• CFO Advisor

• Finance Director (fractional)

• Senior Controller with growth-stage experience

CPA, CFA, or MBA are nice-to-have, not required.

Experience supporting early-stage scaling and decision-making matters more than credentials.

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Engagement Structure

• Estimated time commitment: 2–4 hours per month

• Open to hourly or retainer-based advisory structures

• Candidates should propose their typical engagement model and pricing

We are comfortable paying market rates for senior-level, growth-stage financial advisory support.

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How to Apply

Please include:

1. A brief summary of your background

2. Examples of services businesses you’ve supported through early growth (starting point → outcome)

3. Your experience with project-based and retainer revenue models

4. How you typically structure fractional CFO engagements

5. Examples of how you’ve helped founders make tax-efficient financial decisions (planning-level, no confidential details)

Concise, direct responses preferred.

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