Our Services

  • At The Greenwood Institute, our Fractional CFO services offer high-impact financial leadership to businesses ready to take their growth to the next level. Whether you’re navigating cash flow challenges, preparing for capital fundraising, or optimizing your financial strategy, our seasoned CFOs provide the expertise you need—without the cost of a full-time hire.

    Who Is This For?

    Our Fractional CFO services are designed for businesses that understand the value of expert financial leadership and are ready to invest in their long-term growth and success. This premium service is tailored for:

    • Ambitious Entrepreneurs and CEOs: Leaders seeking strategic insights to scale their businesses and optimize financial performance.

    • High-Growth Companies: Organizations preparing for significant milestones like fundraising, acquisitions, or market expansion.

    • Established Businesses: Enterprises requiring sophisticated financial strategies to drive profitability and operational excellence.

    • Visionary Leaders: Those ready to partner with a dedicated financial expert to turn complex data into actionable strategies.

  • Struggling to secure the funding your business needs?

    We simplify the process, so you’re always prepared to pitch with confidence. From grant applications to investor-ready financial statements, we provide the tools and expertise to make your business stand out. Don’t let paperwork and confusion hold you back—unlock the capital you need to grow with our tailored support.

    • Grant Application Support: Expert review of grant applications for financial accuracy and alignment, along with assistance in creating budgets and financial documents to strengthen your submission.

    • Investor-Ready Financial Statements: Professional financial documents tailored for presentations.

    • Loan Package Preparation: End-to-end support in compiling and submitting loan applications.

  • Scaling a business isn’t just about growth—it’s about growing smart. Our customized growth plans, KPI tools, and operational assessments ensure your business is equipped to handle the challenges of scaling. Let us help you build a strong foundation so you can focus on what matters most: growing your impact and revenue.

    • Business Growth Plans: Customized financial roadmaps for scaling operations.

    • KPI Tracking Tools: Tools and dashboards to measure and track key performance indicators.

    • Operational Efficiency Assessments: Evaluations and recommendations to optimize processes for growth

  • Cash flow is the lifeline of your business—are you in control?

    Our cash flow forecasts, detailed analysis, and customized strategies give you the clarity and confidence to manage your finances effectively. Stop stressing about cash flow and start making informed decisions that keep your business thriving.

    • Cash Flow Forecasts: Weekly or monthly projections tailored to your business.

    • Cash Flow Analysis Reports: Comprehensive insights into trends, gaps, and opportunities.

    • Customized Cash Flow Strategies: Tailored recommendations for better cash flow management.

  • A good budget isn’t just numbers—it’s your roadmap to success. We create personalized budget templates, provide quarterly reviews, and coach you through the process so you can align your finances with your goals. Gain control over your spending, plan for growth, and achieve financial peace of mind.

    • Custom Budget Templates: Budget tools personalized to your business needs.

    • Quarterly Budget Reviews: Detailed reviews to assess and adjust your financial performance.

    • Financial Coaching Sessions: One-on-one or group sessions to align budgeting with business goals.

  • Take control of your business finances with confidence. Our workshops, online courses, and practical resources teach you the fundamentals of bookkeeping, budgeting, and financial management. Whether you’re just starting out or looking to improve, we give you the tools to succeed—no accounting background needed.

    • Workshops/Webinars: Covering topics like bookkeeping, budgeting, and financial management.

    • Online Courses: Self-paced modules for small business owners to learn financial fundamentals.

    • Resource Guides: Practical e-books, templates, and tools to simplify financial management.