Top 50 CAS practice — Woodard
·
Goldman Sachs 10,000 Small Businesses alumni
·
Advanced certified QuickBooks ProAdvisor
·
Atlanta-based since 2009
Fractional CFO services · Atlanta, GA

Your business deserves
CFO-level thinking.
Not a $250,000 salary.

EFP gives growing Atlanta businesses the financial strategy, cash flow control, and infrastructure they need to scale — at a fraction of the cost of a full-time hire. We work with service businesses, healthcare practices, and nonprofits doing $500K–$10M in revenue.

Schedule your free CFO strategy call
Or call us now: (404) 919-7022
40+
Atlanta businesses served
15+
Years of CFO expertise
30 min
Free strategy call — zero commitment
EFP fractional CFO reviewing financial strategy with an Atlanta business owner
Does this sound familiar?

You're running a real business.
Your finances shouldn't feel like a mystery.

  • ✕
    You're generating revenue but still running out of cash — and you're not sure why.
  • ✕
    You have a bookkeeper, but no one is thinking strategically about where your business is going.
  • ✕
    You're preparing for a loan, a new partner, or a major hire — and your financials aren't ready.
  • ✕
    You make big decisions by gut feel because you don't fully trust your numbers.
  • ✕
    You know you need CFO-level guidance, but a full-time hire at $200K+ isn't the answer right now.
That's exactly what EFP was built to solve.

We give Atlanta business owners the financial clarity, strategy, and infrastructure that growing companies need — without the overhead of a full-time executive.


You focus on running your business. We'll handle the financial architecture that gets you to the next level.

What we do

What does an EFP fractional CFO
actually do for your business?

More than financial reporting. EFP acts as your strategic financial partner — giving you the systems, insight, and leadership your business needs to grow with confidence.

Cash flow management
Know exactly where your money is going and when it's coming in. No more end-of-month surprises. We build the systems that keep your cash flow predictable and visible in real time.
Financial forecasting & budgeting
Build a 12-month financial roadmap that guides every hiring, spending, and investment decision. Stop reacting to your financials — start planning from them.
Financial infrastructure
We build the systems, processes, and reporting your business needs to scale from $1M to $10M. Clean books, documented workflows, and financial architecture built for growth.
CFO advisory & strategy
Monthly strategy sessions that connect your financials directly to your business goals. You get a seat at the table with a seasoned CFO — without adding a seat to your payroll.
Capital readiness
Preparing to apply for a loan, seek outside funding, or bring on a partner? We get your financials investor- and lender-ready so you walk in with confidence instead of scrambling to explain your numbers.
KPI dashboards & reporting
See the 5–7 numbers that actually tell you how your business is performing — updated and accessible in real time. Because running a business blind isn't a strategy, it's a risk.
Who we serve
Built for businesses doing $500K – $10M in annual revenue

EFP fractional CFO services
are built for:

  • Atlanta-based businesses doing $500K–$10M in annual revenue who have outgrown their bookkeeper
  • Medical practices, dental groups, therapy practices, and healthcare service providers
  • Nonprofits and mission-driven organizations that need rigorous financial oversight
  • Founders who are strong operators but want a trusted financial expert in their corner
  • Businesses preparing to raise capital, apply for an SBA loan, or bring on a strategic partner
  • Companies that need CFO-level thinking for 10–20 hours a month — not 40+ hours a week
Not the right fit?

We're not the right match for pre-revenue startups or businesses that only need basic tax filing. If that's where you are, we're happy to point you in the right direction — just give us a call.


We'd rather be honest upfront than waste your time. That's how we've built relationships in Atlanta for over 15 years.

EFP vs. a full-time CFO

CFO-level expertise.
Without the CFO-level price tag.

Most Atlanta businesses in the $1M–$5M range need CFO-level thinking for 10–20 hours a month — not 40+ hours a week. There's a smarter way.

Full-time CFO
EFP fractional CFO
Annual cost
$180,000 – $300,000+
salary, benefits & equity
Fraction of the cost
flexible monthly engagement
Strategic financial guidance
✓ Yes
✓ Yes
Cash flow management
✓ Yes
✓ Yes
Financial infrastructure build-out
Varies
✓ Core service
Scalable as your business grows
Limited — fixed capacity
✓ Scales with you
Available to start
3–6 months to hire
✓ Within weeks
Commitment required
Full-time employment contract
✓ Flexible engagement
The bottom line: For most growing Atlanta businesses, a fractional CFO delivers 90% of the value of a full-time hire at 20–30% of the cost. That's not a compromise — that's the smart move.
What our clients say

Atlanta business owners who've
been where you are.

"The team at Executive Financial Partners is more than just a CPA firm — they genuinely care and build real confidence in the professional relationship. We can, without reservation, recommend them."
A
Asa
Client · Crossville
"What most impressed me about working with Sandy and EFP is that she's a badass woman — exactly the kind of leader, entrepreneur, and self-employed businesswoman I want to surround myself with."
MF
Marissa F.
Founder & entrepreneur
"I love working with Sandy. She keeps the communication very open, and she takes a genuine personal investment in your business to make sure that you are succeeding at every step along the way."
AD
Alison Day
Owner, Better Day Chiropractic
How it works

Getting started is easier
than you think.

Three steps from where you are now to having a fractional CFO working in your corner. The first one costs you nothing.

01
Free CFO strategy call
A 30-minute conversation where we learn about your business, your goals, and where your financials stand today. No pitch, no pressure. Just an honest look at what you need and whether EFP is the right fit.
30 minutes · no commitment
02
Financial assessment
We review your books, identify the gaps, and map out exactly what a CFO partnership with EFP would look like for your specific business. You'll walk away with a clear picture — whether you move forward with us or not.
Thorough · transparent · actionable
03
Ongoing CFO partnership
Monthly strategy sessions, real-time financial reporting, and a dedicated partner available when decisions need to be made. We grow with you — scaling our involvement as your business scales.
Monthly · flexible · fully engaged
Start with a free strategy call
Common questions

Everything you want to know
before you reach out.

How much does a fractional CFO cost in Atlanta?
Most EFP clients invest $1,500–$4,500 per month depending on the scope of engagement, the complexity of their business, and how many hours of CFO involvement are needed. That's compared to $180,000–$300,000 annually for a full-time hire. We'll always be clear about pricing during your free strategy call — no surprises.
What's the difference between a fractional CFO and a bookkeeper?
A bookkeeper records what happened. A CFO tells you what it means and what to do next. Bookkeepers handle transaction-level work — categorizing expenses, reconciling accounts. A fractional CFO operates at the strategic level: cash flow forecasting, financial planning, capital strategy, and connecting your numbers to your business goals. Many EFP clients have both.
What's the difference between a fractional CFO and a controller?
A controller ensures your financial records are accurate, compliant, and produced on time — they own the process. A CFO takes those numbers and uses them to drive strategy, planning, and growth decisions. EFP offers both fractional CFO and fractional controller services. Many clients start with a controller engagement and add CFO-level strategy as they scale.
What size business actually needs a fractional CFO?
If you're doing $500K or more in annual revenue and making decisions that affect your business's financial future — hiring, pricing, borrowing, expanding — you need CFO-level input. You don't need it 40 hours a week, but you do need it. That's the exact gap EFP fills.
How quickly can I see results with a fractional CFO?
Most clients see meaningful improvements in financial visibility within 30–60 days — cleaner reporting, a cash flow dashboard, and a clearer picture of where the business stands. Strategic impact (better decisions, growth planning, capital readiness) builds over the first 90–180 days as we develop a deep understanding of your business.
Do I need to be in Atlanta to work with EFP?
EFP is Atlanta-based and works primarily with Atlanta-area businesses — we know this market, this business community, and the specific challenges of growing a company here. We do work with some clients virtually, particularly businesses with Atlanta roots that have expanded regionally. Reach out and we'll tell you candidly if we're a fit.
Ready when you are

Stop guessing.
Start growing.

Schedule a free 30-minute CFO strategy call. We'll review where your business stands financially, identify the gaps, and show you exactly what a fractional CFO partnership with EFP would look like. No pitch. No pressure. Just clarity.

Schedule my free strategy call (404) 919-7022
Free 30-minute call · No commitment · Atlanta-based since 2009