Transforming financial chaos into strategic growth.

Providing clarity, proven models, and hands-on guidance to optimize your finances and sustainably grow your business.

Fractional CFO and FP&A support for Private Equity Portfolio and Growth-Stage Companies

visibility. stewardship. growth.

Turn financial complexity into clear strategic vision. Our analytics-driven approach provides the insights you need for informed decision-making and sustainable growth.

Kind words from clients

"Jimmy is the perfect balance of calm, strategic, and execution. He can navigate the most complex financial situations with ease, provide sound financial advice in times of turmoil, and deliver a plan of action no matter the challenge. I literally don't know what I'd do without him."

jr eaton - CEO // perfect keto // austin, tx

"Working with Jimmy has been an absolute game-changer for our team. Jimmy's expertise streamlined our processes and equipped us with powerful management tools, granting us visibility into our cash flow and profitability. We've gained a deeper understanding of our financial performance, which has empowered us to make smarter decisions for the future."

jonathan rubinstein — CEO & Founder // joe coffee company // nyc

Our Capabilities.

Our process is tailored to fit each client. Here are some of the ways we can help.

No. 1

Cash Flow Forecasting

Gain visibility into your company’s financial future. Our custom forecasting models help you anticipate cash needs and make proactive decisions months in advance.

No. 2

Profitability Analysis

We dive deep into your revenue drivers and cost structures to optimize profitability. Our stress testing helps you understand potential outcomes and plan strategically.

No. 3

PortCo Financial Leadership

From distressed assets to high-growth challenges, we provide hands-on guidance to help reduce cash burn, implement robust financial processes, and set your portfolio company on a path to sustainable profitability.

Conserving today to provide for tomorrow.

Our Story

Meet Jimmy.

CFO, Founder of Fount, Outdoorsman

Jimmy Clements is a licensed CPA focused on creating, implementing, and managing scalable and effective financial tools and processes for growing private equity portfolio brands.

He served in various senior controller, FP&A, and CFO roles within both profitable and cash-stressed brands and built sustainable cash management and forecasting tools, restructuring frameworks, and strategic planning processes.

Jimmy worked as a senior analyst at Naylor Association Solutions in Gainesville, Florida where he focused on company cash planning, budget modeling, and profitability forecasting. He also worked with Perfect Keto, a wellness brand in Austin, Texas, where he created and oversaw the finance department, implemented a fully-integrated NetSuite ERP, and supported the consolidation of multiple entities after 2 different transactions over the course of 5 years.

Jimmy provided FP&A and turnaround support for an $80 million multi-location, fast casual restaurant group, as well as CFO leadership for Joe Coffee, a 20-year-old coffee roasting brand based in New York City.

He has experience raising equity and developing new lending partners in a variety of environments. Jimmy holds a bachelor’s degree in finance from the University of Florida and a masters in accounting from Wake Forest University, and lives in western North Carolina with his wife, kids, and two dogs.

Cast Us A Line.

Curious about how a Fractional CFO can help you overcome obstacles and achieve sustainable growth for your business? Let’s chat.

Frequently Asked Questions

You might be wondering.

What size businesses do you work with?

We focus on working with private equity portfolio companies in addition to growth-stage brands that need better structure, visibility, and recommendations from their finance department.

What does onboarding look like?

We do heavy due diligence and scoping up front. We require access to systems, data, files, and documentation to understand your business before sending over a proposal and scope of work.

Usually this process takes a couple of weeks. NDAs can be signed upon request.

What are your fees?

It depends on the situation, the level of support you need, and time requirements. Our up-front due diligence processes usually give us enough data to propose a monthly flat fee.

But if you prefer hourly rates, we’re happy to structure things this way based on the level of service you need.