Executive-Level Guidance Without the Full-Time Cost.

U-Turn Fractional CFO

Fractional CFO

Key Benefits: Strategic insight, improved cash flow, investor confidence, growth readiness, and financial clarity.

A Fractional CFO provides the strategic financial leadership of CFO – without the full time cost. This service gives your business access to high-level financial expertise to guide growth, manage cash flow, and make data-driven decisions with confidence. From forecasting and budgeting to analyzing profitability and preparing for investments, U-Turn financial Fraction CFO services ensures you always have a clear picture of your financial future, whether your goal is to scale, stabilize, or plan your next big move.

Fractional CFO Services

01

Financial Strategy & Planning

Develop short and long term financial strategies aligned with business goals
Creating forecasts, budgets and financial models for growth and sustainability

02

Cash Flow Management

Monitoring inflows and outflows to ensure healthy liquidity
Implementing strategies to improve cash reserves and reduce shortfalls

03

Budgeting & Forecasting

Building realistic budgets and updating them based on performance
Offering proactive insights to adjust course when needed

04

Profitability Analysis

Identifying high and low margin areas to improve overall performance
Reviewing pricing, costs and operations efficiency

05

Financial Reporting & KPIs

Translating complex financial data into clear, actionable reports
Tracking key performance indicators (KPIs) to measure success

06

Funding & Capital Strategy

Prepared investor decks, financial projections, and funding plans
Advising on debt, equity and financing options

07

Risk Management

Identifying potential financial risks and developing mitigation strategies
Ensuring the business is protected from unforeseen financial exposure

08

Systems & Process Optimization

Streamlining financial processes for greater efficiency and accuracy
Implementing automation tools and integrating accounting systems

What our clients are saying...

I’ve had the pleasure of working alongside Monica Kyveris for many years, and I can confidently say that her skills as a fractional CFO are truly outstanding. Monica has an exceptional ability to guide businesses through challenging financial situations — particularly those facing negative cash flow or debt with the CRA. Her calm, cool, and collected approach brings clarity and confidence to every situation, helping business owners move from uncertainty to stability and long-term success. Monica’s deep financial expertise and genuine dedication to her clients make her an invaluable partner to any organization looking to strengthen its financial future.

We have been working with Monica Kyveris for almost two years, and her expertise as an independent CFO has been instrumental to our growing business. Monica has helped us develop a solid understanding of cash flow, the importance of budgeting and financial goal setting, and has shared countless practical insights that have improved how we manage our company’s finances. Her strategic guidance has truly strengthened the financial foundation of our business. We look forward to continuing our relationship and successes.

Why U-Turn Financial

Take Control. Find Clarity. Build Wealth.

U Turn Financial helps entrepreneurs, businesses, and individuals take control of their money, uncover opportunity, and build lasting financial strength through expert bookkeeping, fractional CFO services, and one-on-one coaching.