Fractional CFO & Advisor for
Startups & Small-Medium Businesses.

Kathy Bartlett, Fractional CFO

I bring over 20 years of entrepreneurial experience to the table, specializing in financial planning, modeling, cash flow analysis, fundraising, and strategic oversight. My collaborative approach ensures seamless integration with founders and CEOs, prioritizing their vision and mission for success across diverse sectors.

I received a Certificate in the CFO Program at Columbia University School of Business and an Executive MBA from the University of Chicago Booth School of Business. I bring a breadth of experience and expertise across multiple industries with an agile forward-thinking mindset. Whether you’re a startup venture or an established enterprise, I offer tailored solutions and hands-on-support to drive your business forward.

Mission Statement

Partnering in the power of your entrepreneurial dream with financial guidance tailored to your unique journey.

Mission Statement

Partnering in the power of your entrepreneurial dream with financial guidance tailored to your unique journey.

Client Testimonial

“We hired Kathy in the second year of our growing start-up. She developed and set up everything for our financial and tracking needs. This included our financial structure and tracking in our accounting system, and how to track our unique inventory process. She created a monthly model we use for tracking our marketing KPIs and spending and a yearly Pro forma for forecasting. She spent time understanding our unique business and explaining the ins and outs of our finances. We are first-time business owners and her expertise and support have been invaluable to us!”

Kara, Hand Me Up

Why Hire a Fractional CFO

Unlike my full-time counterparts, I offer experienced financial expertise on a part-time, contractual basis. This makes me a valuable asset for companies seeking strategic financial guidance without the high cost of a full-time hire.

I offer affordable solutions to managing budgets and reducing overhead for businesses with limited resources.
My industry expertise allows me to adapt to the evolving needs of entrepreneurs, and I serve as a liaison to your accounting department, legal team, outside partners, and vendors.
I’m available part-time or for specific projects such as fundraising, budgeting, strategic planning, or process improvement.
I provide concise guidance that will optimize your financial decisions in areas of growth, investments, risk management, and cost control, addressing any gaps in financial management and strategy.
I approach your financial challenges with fresh perspectives, focusing on key objectives to provide unbiased advice.
Partnering with me allows CEOs, founders, and key personnel to focus on their core competencies while I take the lead in financial management.
As your business scales and grows, I am equipped to handle the increasingly complex financial needs and ensure a smooth transition.

Services

Cash Flow Management

I analyze cash flows, burn rates, and indicator points to make informed decisions, ensuring there are sustainable resources that meet operational needs and drive further growth.
Financial Reporting, Budgeting, & Scenario Planning

I design a customized plan to achieve your company’s financial objectives, and will track milestones with comprehensive, accurate, and efficient reporting.
Financial Model & Planning

Internally, I create intuitive and insightful models to help guide operations and assess the feasibility of new initiatives and investments. Externally, I create models to show the trajectory for fundraising or M&A.
Operational Finance

I collaborate with key operational personnel to foster a collective understanding of KPIs and objectives, define cost-cutting strategies, enhance procedural efficiency, and provide timely and accurate reporting.
Fundraising Support

I assist in identifying funding sources, preparing financial reporting, ProFormas, models, key market information, and presentations for investors or bankers when fundraising.
M&A or Selling your Company

In order to meet buyer expectations for turnkey businesses, I ensure due diligence and reporting are accurate, along with optimizing growth and profits to enhance higher valuation.
Investor Relations & Board Reporting

I provide cap table management and outline key information that your investors and bankers will want to know.
Metrics, KPIs, and OKR Tracking

I provide a dashboard of your operations and profitability, tracking vital metrics to drive growth and customer loyalty. I break down the big picture into actionable steps, creating a clear roadmap for your team.
Go-to-Market Strategies

I offer guidance on go-to-market strategies through revenue forecasting, market analysis, fundraising strategies, pricing models, and feasibility and viability assessments.