Fractional CFO

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what is Fractional CFO?

Expert Financial Leadership on a Part-Time Basis

A Fractional CFO provides strategic financial expertise and leadership on a part-time basis, allowing businesses to benefit from high-level financial guidance without the cost of a full-time executive.

How We Help You

Strategic Financial Planning

Budgeting and Forecasting: We create detailed financial models to project future revenue, expenses, and cash flow for your practice
Goal Alignment: Ensuring financial plans align with your company's long-term goals
Cash Flow Management: Forecasting and monitoring to improve cash flow
Adding an Management Services Organization (MSO)

Prepare for Strategic
Business Decisions

Hiring Decisions: Add providers and staff (and compensating them compliantly and profitably) 
Purchasing and Implementation Decisions: Paying for and adding new equipment or services
Risk Analysis: Evaluating "what-if" scenarios to prepare for potential challenges and opportunities
Expansion Planning: Expanding locations, adding locations, and financial structuring

Financial Optimization

Detailed Performance and Financial Reporting: We access your practice and business management systems to allow for better decision-making through data driven insights
Grow Profits: Identifying ways to improve revenue and reduce expenses
Branded materials from Maven Financial Partner used in delivering high-quality Healthcare Business Consulting Richardson servicesMaven FP consultants collaborating on client goals, offering expert Dental Financial Advisor Richardson support for dental practices
our expertise

Benefits of a Fractional CFO

A Fractional CFO can provide the same expertise as a full-time CFO but with flexibility and cost-effectiveness, enabling businesses to optimize their financial strategies and operations.

A Fractional CFO is ideal for businesses that need expert financial oversight but may not have the resources to employ a full-time CFO. This can include startups, small to medium-sized enterprises, or companies undergoing significant growth or restructuring.

our expertise

The Results Speaks
From Themselves

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Don’t just take our word for it

Working with Maven has helped me feel more organized and educated about the financial health of my business.  Their organization of my books has allowed me to look at employee performance with a non-emotional eye as well as being able to evaluate the profitability of purchasing further equipment, hiring new employees, and taking a monthly snapshot of my business.  I love that professionals are keeping an eye on my financials and providing me with standards for aesthetics specifically.

Sara Trammel, MD

Abilene Beauty Bus

Tammy Pendygraft Profile picture

If you run a med spa then you know...it's a rollercoaster of events, constant data analysis and even worse; emotions. As a spa director, provider and all the other hat wearing chaos I do during the day, the last thing I have time for is the numbers. Maven Financial Partners has given me my life back by taking on this task. They oversee KPI's and budgets, formulate growth strategy and help prioritize monthly spending and so much more. They have gotten my new year on track for great things and I'm actually sleeping well again. Thank you Maven to your entire team, it has been such a job working with you all.

Tammy Pendygraft

Dr. Amir Rouzati Profile picture

Running a busy medial aesthetics practice, utilizing Maven Financial Partners to oversee our key performance indicators, was one of the best decisions I made. The entire team at Maven Financial Partners went beyond the call of duty on every quarterly review, and in particular Chrsitin and her team completely exceeded my expectations. Thank you Maven Financial Partners and Team for analyzing all our data, and KPIs and helping us formulate our growth objectives and staying on course.

Dr. Amir Rouzati

brad crerar Profile picture

I have been working with Maven for a couple years now and can honestly say they have been the best investment I have made in regard to consultants. I’ve tried many vendors and consultants for other aspects of my business but none have followed through on their promises and provided as much value as Maven has. In particular, Chris and Jessica have been such an amazing support system for us and I don’t know where we would be without them. Can’t recommend them highly enough!

brad crerar

Benjamin Tolley Profile picture

Maven Financial Partners has drastically changed the way I look at my dental business. For the last few years, they have been instrumental in the vision and growth of my company. Their organized presentations with my leadership team and I have really helped our massive growth and helped us to understand the levers of our industry. Many thanks to Jessica and her extraordinary team!

Benjamin Tolley

Justin Marti Profile picture

Maven has been instrumental in assisting our law firm to meet revenue targets. The ability to dial down into each team member's performance and measure KPIs has been a game changer. Thank you to Jordan and the whole team for helping to keep us on track!

Justin Marti

Karen Janitell Profile picture

I cannot sing the praises enough of this amazing company and what they have done for us. Christin always goes way beyond to make you feel valued and comfortable. Before Maven we had no real idea of what was going on and where we needed to make improvements. We were kind of like a boat out to sea with no one to rescue it. Then we had the amazing opportunity to go with maven and we no longer felt alone. Tha Maven team never makes you feel stupid about what you don’t know and they always make you feel better about what they do know so that you can make the best decisions possible. they make understanding your business easy because of all the work they do, and they always have wonderful recommendations. I wish I could tell everyone about them so no one would waste time and money or just prevent owners from feeling alone when you’re trying to run a business. The entire team we work with couldn’t be smarter, or kinder. We actually understand our business so that we can make improvements and tweak where we need to. I just can’t say enough nice things about this company and the people who make it happen for us every month!

Karen Janitell

Mary Robb Profile picture

Hiring Maven was the best decision I could've ever made for my business. Many of the daily decisions we make start or end with can we afford it? Working with Christin and Hailey has been a dream come true and they're always so kind to answer any questions I have around where we're at financially. It brings me peace of mind knowing that each month we'll have a clear understanding of where we're at, if we're on target, and where we need to pivot if needed. I can't recommend the Maven team enough, Jessica and Christin are truly exceptional leaders and the work they produce for their clients is outstanding. 10/10 recommend.

Mary Robb

Business Director Profile picture

I have been working with Maven for a couple years now. Jordan and Jessica are great! I would recommend their services to any business getting started as well as seasoned business owners!

Business Director

Steven Roddy Profile picture

Highly recommend. Hiring Maven has helped my companies increase their profitability. They do this buy using the P&L statement to tell a story about my business. This story helps me identify where we can improve. One of their simple suggestions added an extra $3,000 net revenue per month to one of my companies. Very thankful to have been introduced to the team.

Steven Roddy

Vanassa Sebastian Profile picture

We have been working with Maven for years! Christin and the team have helped us achieve incredible milestones we did not think was even possible. They have truly changed our business for the better. I cannot say enough good things about Maven!!

Vanassa Sebastian

David Babington Profile picture

Maven Financial Partners are amazing. The amount of information and level of detail they provide about my dental practice is incredible. I went from wondering "what was my overhead last year?", to really understanding, every month, the financial health of my practice. They help me celebrate successes, and they identify areas that we need to be aware of. They are incredibly responsive whenever I have a question, and their answers are always thoughtful and helpful. Working with Maven has been one of the best and most impactful decisions I have made for my practice, and I'm so grateful that I found them!

David Babington

Jennifer Fleming Profile picture

I don't know what else to say other than HIRE MAVEN! Maven has become an essential part of my team and I feel confident that they ALWAYS have my best interest in mind. For the small business owner that wants to elevate their game and dive deeper into truly understanding your financials then this is the team for you.THANK YOU MAVEN!!!

Jennifer Fleming

Elizabeth Pereira Profile picture

Partnering with Maven is a must for any business owners looking to improve efficiency and navigate finances. I highly recommend any medical spa owners invest in Maven!

Elizabeth Pereira

Ellen Hosein Profile picture

Ellen Hosein

Brianna Vincent Profile picture

Incredible team providing an incredible service that has been a game changer for my Medical Aesthetics practice. We were thinking about starting with Maven for over a year and my only regret is not pulling the trigger sooner - one of the best decisions I've made for our business so far! I believe any practice large or small can benefit from their industry expertise and customer-focused reporting and business projection!

Brianna Vincent

Erica Crawford Profile picture

The team at Maven Financial Partners is incredible. They really understand how medical and aesthetic practices work and take the time to explain things in a way that actually makes sense. Instead of just handing over reports, they help you see what the numbers mean and how to use them to grow your business. They’re responsive, smart, and genuinely care about helping practices succeed. Couldn’t recommend them more.

Erica Crawford

Dr. Angela Sturm Profile picture

Maven has provided incredibly helpful monthly reports, data for KPIs and support for expansion that has helped us to grow. Andrew is so responsive and helpful!

Dr. Angela Sturm

T P Profile picture

Amazing experience! We have been working with maven for two years and they have really kept us doing the work needed to improve and grow. If you are willing to listen and do the work, positive improvements will happen. They WANT you to succeed and improve and you can feel that each meeting!!

T P

Michelle Burlison Profile picture

Very well trained and knowledgeable team that provides invaluable financial guidance and analysis to their clients.

Michelle Burlison

John Gwin Profile picture

Maven has proven an integral partner to The Auctus Group, my RCM business. We service similar customers in complimentary ways...and having a partner like Maven is invaluable. Simply put, we look better when we introduce or collaborate with Maven.ServicesBusiness consulting

John Gwin

Michael Byrd Profile picture

ByrdAdatto works closely with Maven with many mutual clients. They are fantastic and I highly recommend for any practice who wants to understand the story that their financials are telling and who want strategic guidance with identifying and tracking key financial metrics. More importantly, they are all great people and easy to work with.ServicesBusiness consulting, Financial coaching

Michael Byrd

Dean Arrigoni Profile picture

We have been very happy with Maven. Steve and Jessica have been a huge help organizing our finances.They are very knowledgeable about the medical aesthetics space and the MSO-PC model. I’ve been impressed with their spreadsheets they input all of our accounting data into and how easy it is to pull KPIs from them. We have monthly meetings to review our performance and forecast future performance.One of the things I really like about working with Maven is they truly feel like a partner in our corner. They are easy to talk with and bounce ideas off of. They have a great network of referrals if you need any other professionals.One other point I can speak to is that they also network really great amongst themselves. If Steve doesn’t have an answer for me, he’ll make it a point to ask his other colleagues that are working with other medical spas about it. So their knowledge of what industry standards are is very current and accurate.I can't recommend Maven enough, they are a very professional organization with really great, knowledgeable people and we are proud to have them on our team!

Dean Arrigoni

Ben Graham Profile picture

Kelsey and team are awesome! Super responsive and great to work with!ServicesBusiness consulting, Financial coaching

Ben Graham

Kori Borneman Profile picture

We started with Maven 5mo ago and our only complaint is that we didn’t start sooner.We’re a single location med spa and have been open 2years. Hailey is amazing and we actually love looking at our numbers now that she is able to give objective ways on how we can make more money with small intentional changes. Highly recommend this team!ServicesFinancial coaching

Kori Borneman

Michael Antosy Profile picture

I’ve sent quite a few of my clients to Christian and Jessica at Maven Financial Partners, and the feedback is always the same — they’re amazing. These two just have a real gift for helping med spa owners make sense of their numbers and see where the money’s really being made (or lost).What I love most is that they’re not “finance people” in the intimidating sense — they’re relatable, down-to-earth, and actually care about helping owners run stronger, more profitable businesses. Every client I’ve referred has walked away with a clearer plan, more confidence, and a lot less stress about the financial side of things.If you’re running a practice and want to get your finances dialed in with people who genuinely care, you need to partner with Maven.

Michael Antosy

Ericka McCarron Profile picture

Working with Maven has been one of the best decisions we’ve made for our practice. We work with Steve Kehn, who is sharp, organized, and genuinely invested in our success. He’s helped us tighten up financial systems, plan strategically, and see the story behind the numbers in a way that actually makes sense. The team at Maven is a trusted financial partner who understands the pace and demands of our busy aesthetics practice. Highly recommend to any owner who wants clarity and confidence in their numbers.ServicesBusiness consulting, Financial coaching

Ericka McCarron

Ron Clayton Profile picture

I have worked with this team for several years & I can’t recommend Maven Financial Partners enough! The entire team is outstanding — they truly care about each and every client and go the extra mile to help you reach your goals. It’s rare to find a group this dedicated and genuine.ServicesBusiness consulting

Ron Clayton

Brad Crerar Profile picture

Can’t speak highly enough of the team at Maven. So many small business consultants and vendors promise the world and underdeliver, but Maven goes above and beyond to ensure their clients are properly informed and prepared for anything that comes in their business. Chris and Jessica in particular have been instrumental in helping me grow my business more than even I thought possible over just 2 years with them

Brad Crerar

Katrina Retallack Profile picture

I am a big fan of Christin and the team at Maven FP. Their expert knowledge and genuine care they provide to their clients has always impressed me. If you are in the dental, medical or aesthetics industry and looking for growth partner to help take you to the next level, I highly recommend reaching out to Maven Financial Partners.

Katrina Retallack

Mason Grieser Profile picture

One of the best resources available for anyone scaling a med spa business, and a crucial piece of the puzzle to getting optimal results! Can’t recommend Maven enough to my clients.

Mason Grieser

Hannah Curtis Profile picture

Simply the best & so valuable!ServicesBusiness consulting

Hannah Curtis

KLH Profile picture

Maven Financial Partners is hands-down one of the most important conversations my medical aesthetics clients can have. From securing capital to crafting that oh-so-critical pro forma, Christin and her team deliver unmatched expertise in financial strategy, industry benchmarks, and purposeful investment. They’re not just smart—they’re ridiculously smart, thorough, and always available with warmth and professionalism. As a medical aesthetic practice consultant, I consider Maven a valued partner in building autonomous, results-driven practices. I would never recommend anyone else.

KLH

Jason Bloom Profile picture

I truly can't say enough great things about Maven Financial Partners! In the 6 years that I have owned my own practice, this may have been one of the best decisions I have made. I have so much more clarity and granularity with my practice numbers and the monthly meetings are keeping my finger on the pulse of what is happening. Additionally, everyone that they have introduced us to in order to complete special financial products has been outstanding. Highly recommend them to anyone that owns and operates their own practice and/or MedSpa.ServicesBusiness consulting, Financial coaching

Jason Bloom

Sean Ghassem-Zadeh Profile picture

My experience with Maven Financial Partners is nothing short of amazing. The entire team, and notably Chris Ellis, has been helpful, supportive, and communicative as I work to elevate my understanding of the financials of my business. Their knowledge and expertise has been a huge benefit and I would strongly recommend working with Maven FP to any business owner looking to better understand the financial side of their business.

Sean Ghassem-Zadeh

Speakeasy Bookkeeping Profile picture

Partnering with Maven Financial as our CFO referral has been fantastic! Their expertise has brought immense value to our clients, enhancing their financial strategies and overall success. The team is responsive, professional, and deeply invested in delivering results. It's reassuring to know we can rely on Maven to provide outstanding financial guidance. Highly recommend working with them!

Speakeasy Bookkeeping

Integrity Wellness MD Profile picture

The team at Maven Financial is simply the best! As a small business owner, I had managed my finances the best I could, but I never had anyone give me a "top level" view. My CPA and bookkeeper couldn't help me with the day to day budgeting or how to achieve my overall financial goals. Andrew has given me in depth data every month about my revenue, costs, and cash flow. Knowing how to adjust is crucial to my profitability, and I get the numbers I need to do so. I also get advice on pricing, programs and cost management that reflects his expertise in the world of medical practices. This team is worth every penny!!ServicesBusiness consulting, Financial coaching

Integrity Wellness MD

Amir Ghaznavi Profile picture

Maven has been an incredible asset to my plastic surgery practice. They serve as our fractional CFOs and have completely transformed how we plan our finances at our practice. Their team is strategic, responsive, and genuinely invested in helping our practice grow. From forecasting to budgeting and decision support, they’ve given me the clarity and confidence to scale responsibly.I highly recommend it to any medical or aesthetic practice looking for trusted financial guidance. They’ve truly made a difference for us.ServicesBusiness consulting, Financial coaching

Amir Ghaznavi

Tommy Morales Profile picture

Solid company, good partnership & leading the industry.

Tommy Morales

David Pryde Profile picture

Top notch advice, analysis, and strategy for small to medium size med practices! Christin and team are excellent.

David Pryde

Joseph Repay Profile picture

Chris and the rest of the team have been game changers for me and the financial understanding and health of my practice. It has been one of the best professional decisions I have made to work with them and I would recommend them to anybody.

Joseph Repay

Jane Tower Profile picture

ServicesBusiness consulting

Jane Tower

Cecil G Profile picture

When I opened my business, the numbers were what scared me the most. Like many entrepreneurs, I knew my craft and had the vision, but the financial side felt overwhelming. I honestly thought I needed to find a business partner just to balance what I lacked. Then I discovered Maven Financial Partners and learned about the power of having a fractional CFO.Since joining Maven in May 2024, my business has completely transformed. I went from being a one-woman show to now having three employees and expanding from a single salon suite to a 1,700 square foot space. My consultant Jordan is incredible. She’s knowledgeable, patient, and always available when I need guidance. She helped me understand my numbers, plan with intention, and secure my SBA loan with confidence. I look forward to our monthly calls because they help keep everything on track and give me the clarity I need to make smart decisions. Maven feels like a true partner in my business, and I never feel like I’m doing this alone.Maven is ethical, transparent, and truly cares about their clients’ success. They’ve made me feel empowered instead of intimidated by my finances. Maven has been one of the best decisions I’ve ever made for my business. Thank you Maven Financial and Jordan!ServicesBusiness consulting, Financial coaching

Cecil G

Stacey Larson Profile picture

Maven has been an absolute pleasure to work with. Their team is extremely knowledgeable and well versed in areas where so many are unsure. They allow you to move forward in great confidence with your business!

Stacey Larson

Kayla Sanders Profile picture

Working with Maven has brought incredible clarity and structure to my business, Beauty Boss Co. Aesthetics & Wellness. They've helped me understand my financial flow, improve profitability and feel confident in my numbers. Truly an essential partner for any growing med spa.

Kayla Sanders

Gregory Poulos Profile picture

Chris has been very helpful so far. We are in the middle of our engagement, and are very happy so far. He has helped us to organize the various startup costs as well as anticipating our cash flow in months to come.ServicesBusiness consulting

Gregory Poulos

Erin Anderson Profile picture

The whole Maven team has been fantastic to work with, thoughtful insights and solutions. Definitely recommend!

Erin Anderson

About Face Aesthetics Profile picture

It's so hard to be amazing at ONE thing, let alone everything; you want to be the best service provider, marketer, people manager, etc., and even for the most organized, regimented person, owning a small business comes with a never-ending bombardment of mini-fires that distract from the biggest priorities. Working with Maven means that we no longer have to pretend to be financial experts; they know how to assess the data, track the KPI's, what changes to look for, decipher meaning from the numbers, and provide personalized action plans every month depending on what's needed. We've been working with Maven for the past 4-years, and I only wish we had found them sooner. During these times of economic upheaval Maven is like a lighthouse shedding the way to safe passage through all the storms and rocky weather coming our way. (Thank you for everything Christin!)

About Face Aesthetics

Jason Sandler Profile picture

The team at Maven Financial Partners are great to work with. What truly sets Maven Financial Partners apart is their ability to bridge the gap between financial data and real-world business strategy. They don't just produce numbers on reports, they translate financials into clear, actionable insights that owners and executives can actually use to run and grow their businesses.ServicesBusiness consulting, Financial coaching

Jason Sandler

Chris Profile picture

We’ve been a strategic partner of Maven Financial Partners for over a year, and their team has been absolutely fantastic to work with. They’re extremely knowledgeable, responsive, and efficient. Every client we’ve worked with has been thrilled with the services and partnership Maven provides. I couldn’t recommend them more!

Chris

Paula allgood Profile picture

I have known the Maven team for years and continue to be impressed with them. They are passionate about helping clients and do it with integrity and fun. Cheers to your continued success!

Paula allgood

Rachel Bonelli Profile picture

We love Maven! Their team has been so helpful! I highly recommend them if you are a business owner and a provider. Hailey and the team have all been great!

Rachel Bonelli

Cynthia Blalock, DDS Profile picture

Cynthia Blalock, DDS

Joelle Lieman Profile picture

Christin and her team at Maven are amazing! It is incredibly helpful to have them as part of our team to continually help us with regards to our growth, but also to get a benchmark for "how we are doing in comparison to industry norms. I highly recommend them whether you are at the very beginning of your journey (to set up your financials) or are a well established practice like ours.ServicesFinancial coaching

Joelle Lieman

Rachel Walker Profile picture

One of the best decisions I have ever made. Maven has dramatically accelerated my business growth and helped me better understand my numbers and the best way to responsibly grow. I look forward to our monthly strategy meetings. Would give 10 starts if I could.ServicesBusiness consulting, Financial coaching

Rachel Walker

Alesya S Profile picture

Working with Maven Financial has been one of the best investments I’ve ever made. Their team is incredibly knowledgeable, professional, and truly exceptional at financial planning, tax strategy, and long-term wealth management. I’ve referred several of my colleagues to Maven, and we all agree — partnering with them has been one of the best things that’s ever happened to our businesses and personal finances.If you’re looking for expert financial guidance, strategic planning, and a team that genuinely cares about helping you grow your wealth, Maven Financial is the best financial advising firm you will find. Highly recommend.

Alesya S

Anjelica Mira Profile picture

Maven Financial has been a fantastic partner for our financial needs. Their expertise shines through in the tailored strategies they provide, which have significantly improved our financial health for our business.The team is responsive and attentive, taking the time to understand our unique business challenges. Their proactive approach and innovative solutions make them a valuable asset. I highly recommend Maven Financial as a CFO for anyone seeking reliable financial management!ServicesBusiness consulting, Financial coaching

Anjelica Mira

Amy Martin Profile picture

Maven has been and continues to be such a blessing to our team at Dr. April, and we happily recommend their services to our clients. We greatly value the time their team has spent helping us to develop documents for use with our clients, and are very appreciative of their ability to educate us on the proper flow of funds in an MSO.

Amy Martin

our expertise

What is a Fractional CFO?

A Fractional CFO is an experienced financial executive who works with companies on a part-time or project basis. They offer high-level financial management and strategic planning without the expense of a full-time salary.

Financial Strategy Development: Crafting and implementing financial strategies to drive business growth and profitability.
Budgeting and Forecasting: Creating detailed budgets and financial forecasts to guide business decisions.
Cash Flow Management: Ensuring the company has sufficient cash flow to meet its obligations and invest in growth opportunities.
Financial Reporting and Analysis: Providing accurate and timely financial reports and insights to support strategic planning.
MedSpa professionals reading “Med Spa Profitability” book, supported by expert guidance from an Aesthetic Medicine Fractional CFO Richardson
our expertise

Any questions?

Let us help you reach your financial goals.

What is the role of a Fractional CFO?

A Fractional CFO provides part-time financial leadership and strategy, helping businesses manage their financial health and plan for the future.

How does a Fractional CFO differ from a full-time CFO?

A Fractional CFO works on a part-time or project basis, offering flexibility and cost savings compared to a full-time CFO while still providing high-level financial expertise.

Can a Fractional CFO work with my existing team and systems?

Yes! Maven works with more than 30 practice management softwares to extract the KPIs that matter most and drive the greatest ROI to your practice. We work alongside your bookkeepers and CPAs to provide high-level insights, implement tax planning advice, and elevate financial performance.

What types of businesses benefit from a Fractional CFO?

Startups, small to medium-sized businesses, and companies undergoing growth or restructuring can benefit from the expertise of a Fractional CFO.

How do I know if I need a Fractional CFO?

If your business requires strategic financial guidance, improved financial reporting, or assistance with complex financial challenges but cannot justify a full-time CFO, a Fractional CFO may be the right solution.

How is Your Business Measuring Up to Your Competition? Find Out With a Free Benchmark Audit!

Discover where your business stands in the market with Maven Financial Partners' free benchmark audit. Our expert team will analyze your financial performance, providing you with valuable insights and strategies to outperform your competitors. Take advantage of this opportunity to identify strengths, uncover areas for improvement, and gain a competitive edge. Don't miss out on this chance to enhance your business success with our professional guidance.