🚀 Welcome to Strategic Financial Leadership

Fractional CFO Services led by Bali Singh, CPA & Executive MBA

Gain executive-level financial expertise - without the full-time cost. In today’s fast-moving business world, financial clarity and strategic foresight are essential. Our Fractional CFO services empower startups, and growth-focused businesses to scale, stabilize, and thrive with clarity and confidence.

With over 20 years of experience across industries including: technology, manufacturing, construction, agriculture, transportation, recycling, not-for-profit, retail, professional and financial services and entrepreneurial mission-driven organizations.  We offer tailored support in delivering solutions that are adaptive, integrated, and empowering.

📌 Our Core Services include:

Financial Strategy & Planning: long-term forecasting, capital allocation & investment strategy, Scenario modeling & ROI analysis.

Financial Operations & Oversight: cash flow & treasury management, financial reporting & board presentations; ERP implementation & systems optimization.

Compliance & Risk Management: tax strategy & corporate structuring; regulatory compliance & risk mitigation; insurance & contract oversight.

Business Development & M&A Support: acquisition/divestiture modeling; due diligence & valuation analysis; fundraising, grants & investor relations.

Leadership & Team Development: building high-performing finance teams; DEI & Truth & Reconciliation integration; change management & stakeholder engagement.

🔍 Our Approach

We combine intelligent leadership with prudent financial management to help you: navigate complexity, unlock value, align financial strategy with long-term goals, tailored to your mission, integrated across strategic and operational domains, adaptive to market shifts, empowering for teams and stakeholders.

📞 Let’s Build Financial Clarity Together.

Whether you're preparing for a major transaction, optimizing your financial infrastructure, or seeking strategic guidance, our Fractional CFO services will help you navigate complexity, unlock long-term value and provide the leadership and insight you need to thrive.   Contact us today to explore how we can support your journey.

Transform the Dream. Live the Legacy.

Our services includes: