Fractional CFO & FP&A for
PE-backed companies
We build the financial mechanics — 3-statement models, 13-week cash flow, and board and lender reporting — and run them alongside your controller. Hands-on finance leadership, without a full-time hire.
Finance built for the demands of PE ownership
From sponsor reporting to covenant compliance, we install the FP&A discipline your investors and lenders expect — and do the hands-on building to get there.
Fractional CFO
Part-time finance leadership for PE-backed companies — we stand up the finance function and run it alongside your controller.
Learn MoreFP&A & Forecasting
Driver-based 3-statement models, annual budgets, and monthly reforecasts you can actually use to make decisions.
Learn MoreCash Flow & Lender Reporting
13-week cash flow forecasting, liquidity management, and covenant compliance and reporting for your term loans.
Learn MoreBoard & KPI Reporting
Board decks, sponsor packages, and KPI dashboards that give your investors and lenders confidence in the numbers.
Learn MoreThe Path to a Reliable Finance Function
How we take you from scramble to sponsor-ready
The Gap
No forward visibility, spreadsheets that don't tie, and a scramble before every board meeting.
The Build
We build the 3-statement model and 13-week cash flow, and tighten the monthly close with your controller.
The Confidence
Decision-ready forecasts and reporting your sponsor and lenders trust.
Hands-on finance leadership for PE-backed companies
Great Falls CPA is a boutique finance practice led by a Director-level FP&A operator with more than a decade building the financial mechanics inside privately held, PE-backed companies. We've stood up FP&A functions from the ground up, partnered with controllers on the monthly close, and delivered the reporting sponsors and lenders expect.
We're deliberately hands-on. Rather than hand you a strategy deck, we build the 3-statement models, the 13-week cash flow, and the board packages — then keep them running month after month. Think fractional CFO and FP&A support, sized to exactly what your company needs.
Let's Start a Conversation
Schedule a complimentary 30-minute consultation to discuss your company's finance needs