Financial Services Companies
AUM-based revenue modeling, regulatory compliance cost management, capital planning, and the financial leadership that helps financial services firms scale.
Schedule a Discovery CallFinancial services firms — whether RIAs, broker-dealers, insurance agencies, or fintech companies — operate in a heavily regulated environment where compliance costs are significant and growing. Revenue models tied to AUM, transaction volume, or premium volume create forecasting challenges, and the capital requirements imposed by regulators add constraints that most industries don't face.
A fractional CFO from Pyek Financial provides the same caliber of financial leadership that larger financial services companies have in-house — tailored for companies in the $2M–$50M revenue range who need senior financial expertise without the full-time cost.
Our fractional CFO services are tailored to the specific financial dynamics of your industry. We provide monthly financial reporting, cash flow forecasting, annual budgeting, KPI framework development, bank and lender relationship management, and the strategic financial thinking that drives better decisions.
Every engagement starts with an assessment of your current financial infrastructure, followed by a clear plan to build the reporting and processes you need. We work alongside your existing team or independently, depending on what makes sense for your business.
The financial services companies that come to Pyek Financial typically face one or more of these challenges:
If any of these sound familiar, a fractional CFO engagement can typically resolve them within the first 60–90 days while establishing the financial infrastructure to prevent them from recurring.
Financial Services Companies face unique financial complexity that most bookkeepers and generalist accountants aren't equipped to handle. A fractional CFO provides senior-level financial expertise at 20-30% of the cost of a full-time hire, delivering strategic guidance, financial reporting, and the infrastructure needed to support growth.
Companies with $2M-$50M in annual revenue are the ideal fit. At this stage, the business has enough complexity to benefit from strategic financial guidance but typically cannot justify the $250K+ cost of a full-time CFO.
Most engagements show measurable impact within 30-60 days. The first month focuses on financial assessment, quick wins, and establishing baseline reporting. By month two, strategic initiatives and improved reporting are underway.
Our Services
Ongoing strategic financial leadership tailored to the needs of financial services companies.
Learn moreIndustry-appropriate bookkeeping, monthly close, and financial reporting for financial services companies.
Learn moreBuy-side and sell-side M&A support — valuation, due diligence, and deal structuring for financial services companies.
Learn moreProject-based work — accounting system implementation, financial cleanup, and process buildout.
Learn moreSchedule a discovery call and we'll discuss how a fractional CFO can help your business improve financial visibility, manage cash flow, and grow with confidence.
Schedule a Discovery Call