1:1 coaching with Rob
Bring your offers, deals, and questions. Get personal guidance as you build your fractional firm.
Fractional FirmAcademy
Fractional FirmAcademy
Watch Robert explain the client acquisition model — and see what it takes to turn your finance skills into monthly retainers.
Your next step
Six short questions so the team can prepare. A member of the team will reach out within one business day to set up your call.
Takes about two minutes. No payment is required.
Prefer to learn independently? Explore the self-study course.
A member of the team will reach out by phone or email within one business day to find a time that works for you. No payment is required.
The self-study course is available as an optional starting point. You can also wait and discuss it on your call.
Explore the course →Both coaching programs already include a full year of Academy access.
What a fractional firm actually is, and why professionals with a 9 to 5 are perfectly set up to start one.
Why companies are paying $5,000 to $10,000 a month for a fractional CFO, and how to position yourself first.
The simple path to landing your first paying client, even if you have never sold anything before.
Why right now is the best window to start, and how to build it around the job you already have.
Explore the program and talk through your goals with our team.
Inside Fractional Firm Academy
A focused plan, personal coaching, and the tools to put it into practice. Start with the 3-Month Fast Track Program, then keep building with ongoing support.
Tailored to your experience, goals, and starting point.
Bring your offers, deals, and questions. Get personal guidance as you build your fractional firm.
Start with a kickoff with Rob’s team to work through your niche, offer, pricing, and next steps.
The training, outreach scripts, discovery-call framework, and proposal templates in one place.
Learn the workflows Rob uses for client delivery, with a 24/7 AI Mentor for questions between sessions.
Work through challenges in live sessions hosted by Rob and connect with other members building their firms.
Explore fractional roles and businesses looking for finance help as you put your acquisition plan to work.
Your investment
Both options start with the same Fast Track Program and include 1:1 coaching with Rob.
Fast Track + Coaching
Fast Track + Extended Support
Discuss payment options on your free consultation call.
Your consultation is free. We’ll talk through your goals and confirm fit before you enroll.
Explore the program and talk through your goals with our team.
Robert is a Fractional CFO, Ex-Microsoft Senior Finance Manager, and Consultant for Facebook. He holds an Executive MBA from Georgia Tech.
Robert built his own fractional services firm, with clients ranging from VC-backed startups to $80M+ ecommerce brands, servicing FP&A, bookkeeping, and financial reporting.
He now teaches other professionals how to start and scale a fractional firm of their own, using the same tested systems and client frameworks he uses.
Explore the program and talk through your goals with our team.
These are not hypotheticals. This is actual fractional client work at actual rates.
One of the largest online apartment rental marketplaces in the U.S., venture-backed (raised a Series C, with a later round reportedly valuing the company at $1B+). Engaged as an FP&A expert supporting finance reporting.
Helped them with finance and inventory management as they expanded from DTC into retail stores.
Fractional CFO engagement, 3–5 hours a week.
Bookkeeping engagement, up to 40 hours a week.
Helping companies scale smarter with senior-level financial expertise—when and how they need it.
We plug in and make an impact.
Explore the program and talk through your goals with our team.
No. Most applicants already have some background in finance, accounting, or bookkeeping — but the program walks you through positioning, pricing, and landing clients step by step, regardless of your starting point.
This is built for people building a fractional firm on the side. The framework is designed around a few focused hours a week — most people implement it around a full-time job.
It depends on how quickly you implement, but the program walks through the exact system students have used to sign their first $5,000 to $10,000/month retainer client in as little as a few weeks. The $5K program includes a 60-day money-back guarantee: follow the system and do the work, and if you don’t land your first client in your first 60 days, you can get your $5,000 back.
Answer the six short questions and a member of the team will reach out within one business day to arrange a time. The self-study course is an optional resource you can explore separately.
Full details on terms and guarantees are covered on your call with the team during your consultation — that way you get answers specific to your situation.