Your CFO Partner
in your Business
As Your Fractional CFO Partner, we deliver experienced financial leadership to small to medium sized businesses aiming to grow, scale, and get to the next level. Delivering Chief Financial Officer services on a part-time or interim basis, we provide your company with access to strategic financial expertise without the high cost, overhead and long-term commitment of employing a full-time CFO.
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One major advantage to engaging a fractional CFO is the flexibility to tailor the relationship to your company's evolving needs--in terms of budget, timing, and growth trajectory.
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Some might refer to this as "outsourcing" the CFO role. At InSource CFO, we see it differently--our mission is to partner with you in your business. We sit at your leadership table providing actionable financial guidance and insights to help you execute your strategy and accelerate your success.
Fractional CFO Services
Financial Reporting & Analysis
Performance Insights | Reporting Packages | Variance & Trend Analysis
Gain visibility into your company's financial performance with accurate, comprehensive, timely reporting. InSourceCFO will turn your numbers into narratives your team can act on.
Strategic Financial Planning
Profitability Optimization | Scenario Planning | Financial Modeling | Investment Return Analysis
InSourceCFO will partner with you to build a financial roadmap for the future. We can help your business prepare for growth or exit, navigate challenges, optimize performance & profitability, evaluate investment opportunities and develop an exit strategy.
Budgeting & Forecasting
Annual Budgets | Rolling Forecasts
At InSourceCFO, we believe a robust budgeting process is vital for every business. With our tools and expertise, your company can set financial performance goals, foster accountability, effectively plan for capital investments, and develop reliable forecasts that can adapt to fluctuating market conditions and changing business priorities.
Capital Raising and M&A Support
Due Diligence & Quality of Earnings Support | Data Room Prep | Investor Pitches | Post-Transaction Integration
InSourceCFO provides the strategic financial guidance and operational expertise essential for successful mergers & acquisitions (M&A) activity and capital raising. Our team will help ensure your company is well-prepared to secure funding or navigate complex transactions with confidence.
Business Intelligence
KPIs & Metrics | Dashboarding | Industry Benchmarking
You can't optimize what you don't measure. InSourceCFO will help define, track and set goals for the key metrics that drive your business success. Using custom KPI dashboards, frequent or real-time reporting, and industry benchmarking, we can foster a culture of accountability and enable your business to make data-informed decisions.
Board & Investor Presentations
Board Decks | Investor Updates | Investment Pitches
InSourceCFO can help you prep, polish and present your story. Communicate financial results and projections with clarity and confidence to your board members and investors alike.
Cash Flow Planning
Cash Flow Projections | Working Captial Efficiency | Revenue Cycle Optimization
Ensure liquidity, maximize working capital efficiency and plan with integrity. With detailed, frequently updated cashflow projections, InSourceCFO will help your business avoid surprises, avert funding challenges, and minimize risk.
Why InSourceCFO?
Transparency and Trust
At InSourceCFO, we aim to provide transparent and trustworthy financial services to empower businesses to achieve their goals. Our core values focus on integrity, reliability, and delivering valuable financial leadership.
Tailored Solutions
Our approach involves tailoring financial guidance to your business's unique needs. We are committed to providing personalized and impactful financial strategies to drive your business towards success.
Experience and Expertise
InSourceCFO brings decades of finance leadership to the table with a track record of supporting startups and growing businesses across a wide range of industries. We combine strategic insight with hands-on operational expertise to deliver tailored financial solutions that drive clarity, accountability, and long-term value.
Cost Efficiency
By InSourcing the CFO function, your business can quickly engage C-level finance leadership on a fractional basis without making the long-term commitment and incurring the potentially high cost of hiring a full-time CFO with a full range of benefits.
About
Susan Simko - Founder | CEO | Fractional CFO
Susan has over 25+ years of financial leadership experience across a multitude of industries including venture capital, healthcare, franchising, life sciences, tech and health & wellness. She has extensive operational finance experience in financial planning & analysis, financial modeling, business planning, M&A, equity financing, building high-performing teams, and collaborating with the C-Suite.
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Her CFO experience includes 10 years at a venture capital firm where she managed the financial operations of multiple investment funds comprised of 15+ legal entities and 5 years at a franchisor she helped grow from 35 to 168 units in under two years followed by sale to private equity. Susan has led finance teams in companies of all sizes from pre-revenue startups to multi-billion dollar organizations. She has successfully guided businesses through periods of rapid growth and expansion as well as through periods of organizational change, operational improvement and expense reduction. Additionally, Susan has played an integral role in M&A due diligence, in closing 8- and 9-figure transactions​, and in many successful financing rounds. She has experience working with independent auditors (including Big 4 firms) in managing audits and with top-tier investment banks and advisory firms in both buy- and sell-side transactions.
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Susan holds a BBA in Finance from the University of Iowa Tippie College of Business and also earned her MBA from the University of South Dakota, where she was named as a finalist for the Beacom School of Business "Outstanding Graduate Student" Award. Additionally, she has engaged in extensive coursework in Finance and Strategic Management at the University of Minnesota Carlson School of Management.
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