Fractional CFO services in Peoria, Arizona
Plan your next move with a clearer financial picture.
Merake Consulting LLC offers fractional CFO support for small business owners who need help with cash flow, budgets, and financial decisions. Work with Lisa Marsh to connect your financial reports with the choices ahead.
Strategic support as your business grows
Cash flow planning
Budgeting and financial planning
Support with financial decision making
Conversations that connect financial results with business priorities
Based in Peoria, Arizona, Merake offers virtual and in-person consultations. Lisa helps you examine the information behind a decision, identify questions to address, and discuss the level of support your business needs.
When might a small business need a fractional CFO?
Consider discussing CFO support when you have reliable financial records but need help planning ahead: preparing a budget, understanding cash needs, weighing growth options, or reviewing financial results regularly. The right scope depends on your business and the decisions ahead.
Common fractional CFO questions
What does fractional CFO mean?
It means accessing CFO-level financial planning and decision support on a part-time or agreed basis, rather than hiring a full-time executive. The scope and schedule should fit the needs of your business.
How does it differ from bookkeeping?
Bookkeeping maintains records of business activity. Fractional CFO support focuses on using financial information to plan ahead, consider options, and make business decisions.
What is a cash flow forecast?
It estimates cash coming in and going out over a future period. It can help you consider payment timing, expected expenses, and possible shortfalls. A forecast is a planning tool that should be updated as assumptions change.
How do I know which service I need?
If you need organized records, start with bookkeeping. If you want help understanding results or improving processes, explore business consulting and financial advisory. If you face ongoing budgeting and planning decisions, discuss fractional CFO support.
What should I bring to a consultation?
Bring your main questions and a summary of your business goals. Current financial reports and information about upcoming decisions can help guide the conversation. Contact Lisa to discuss what would be useful for your situation.
Meet the person behind the numbers
Lisa Marsh has worked in accounting since 2013 and brings experience across construction, HVAC, plumbing, oilfield services, and oil spill response. Learn about Lisa’s experience and background.
Start with a fresh perspective.
A free consultation and findings report can help identify what is working, questions to explore, and potential next steps.