Fractional CFO Landing — Hero + Quiz
the exceptional plan.
The #1 Fractional CFO Service for Growing Businesses
$
Fractional CFO Services
You Deserve
Financial Clarity.
Without the CFO Salary.

You did not build this business to lie awake wondering where your cash is going. A fractional CFO gives you the financial clarity and confidence to make every growth decision from a position of strength.

Cash flow forecasting, KPI dashboards, profitability analysis, and a dedicated financial partner who knows your numbers and your goals.

Take the 90-second quiz to see if a CFO is right for you
Or call directly: 316-218-9898
Take Our Quiz.

Find out if a fractional CFO is right for your business. It takes 90 seconds and your results are instant.

5 Quick Questions
Is It Time for a CFO?

See if fractional CFO services are right for your stage.

1,000+ businesses served · 5-star Google Rating

1 / 5
What is your approximate annual revenue?
AUnder $250K
B$250K to $500K
C$500K to $2M
D$2M+
What is your biggest financial challenge right now?
ACash flow is unpredictable and I never know where I stand
BI can not tell which parts of my business are actually profitable
CI am making big decisions without financial data
DI need help raising capital or securing a loan
What does your current financial support look like?
AI do my own books / use QuickBooks
BI have a bookkeeper but no strategic guidance
CI have a CPA for taxes but nothing else
DI have an accountant but I have outgrown them
What would a financial partner help you do?
AFinally understand my cash flow and margins
BBuild a plan to scale or exit my business
CPrepare for fundraising or an acquisition
DAll of the above
How soon do you want to get started?
AImmediately. I am losing money now.
BWithin 30 days
CWithin a few months
DJust exploring
Your business is ready for CFO-level strategy.

Based on your answers, you are at the stage where financial clarity directly impacts growth. You do not need another bookkeeper. You need a strategic partner who forecasts what is coming, not just reports what happened.

Your first call is free. We will review your financials, identify quick wins, and show you exactly what a financial partner looks like in action.

Please fill in all required fields.

Your information stays confidential. No spam, ever.

You are at the tipping point. Most businesses your size are.

The gap between "my bookkeeper handles it" and "I have real financial strategy" is where most growing businesses stall. A free strategy call will tell you whether a fractional CFO makes sense now or in a few months.

You also mentioned fundraising or acquisition. Our team has facilitated over $2.2B in funding with a 100% SBA approval rate. We can cover both in one call.

Please fill in all required fields.

Your information stays confidential. No spam, ever.

Here is the smartest move at your stage.

A full fractional CFO is not the right investment yet. But the businesses that scale fastest are the ones that get their financial foundation right early. Most owners at your stage are flying blind on cash flow, margins, and tax exposure without realizing it.

We put together a free Financial Health Scorecard that shows you exactly where your finances stand today and the 5 things to fix before you hit your next revenue milestone. It takes 3 minutes to review and it is yours to keep.

Please fill in your name, email, and phone.

Your information stays confidential. No spam, ever.

You are all set!

Your Financial Health Scorecard is on the way. Check your inbox in the next few minutes.

Pick a Time That Works for You

Your results have been sent to our team. Lock in your free strategy call below.

Or we will reach out within 2 hours if you prefer.

Trusted by 1,000+ Businesses
5.0
Google
Verified Reviews
1,000+
Businesses Served
Since 2021
75%+
Less Than Full-Time
Cost Savings
What You Get
The Most Forward-Thinking CFO Service for Growing Businesses.

Not a bookkeeper. Not a tax-only CPA. A strategic financial partner who sees around corners and helps you build with confidence.

Cash Flow Forecasting

Stop guessing where your cash is going. We build rolling forecasts so you know exactly what is coming in, going out, and when to act.

KPI Dashboards

Real-time visibility into the numbers that drive your business. Revenue, margins, burn rate, and custom metrics all in one place.

Profitability Analysis

Know which products, services, and clients are actually making you money and which ones are quietly draining it.

Financial Modeling

Scenario planning for hiring, expansion, pricing changes, and capital raises. See the impact before you commit.

Tax Strategy

Proactive tax planning that saves real dollars. We work with your CPA to minimize liability and maximize every deduction.

Dedicated Financial Partner

Not a rotating team. One senior financial strategist who knows your business, joins your meetings, and is available when you need answers.

Client Reviews
See What Business Owners Are Saying.

Real reviews from real business owners who trusted The Exceptional Plan with their financial strategy.

Alex H. business acquisition consulting client

"The Exceptional Plan doesn't treat clients like transactions. They make you feel like part of the team, with care, pride, and true collaboration in every detail."

Alex H.
TEP Client
Kimberlee T. business acquisition consulting client

"I'd give more stars if I could. The Exceptional Plan took my idea and turned it into the best business plan my banker had ever seen. They guided me with care, cheered me on, and treated me like a friend. The best investment I've made in my business."

Kimberlee T.
TEP Client
Lane M. business acquisition consulting client

"Available day or night, The Exceptional Plan team delivers business plans and financials that consistently earn praise from reviewers including investors. Their quick turnaround and attention to detail make them a trusted ongoing partner."

Lane L.
TEP Client
business acquisition consulting client reviews by The Exceptional Plan
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Charles Bacon profile picture
Charles Bacon
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Great company to work with!
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Erica Eggman profile picture
Erica Eggman
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If I could give 100 stars I would! Kaylee and her team were prompt, receptive, and so supportive. They got my plan done in 5 business days and it was EXACTLY what I was looking for! I am even more so excited for my business and future now that I have a full plan in place. Thank you very much!
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Alex Hill profile picture
Alex Hill
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It’s truly challenging to capture in words the wonderful experience I had working with Kaylee and The Exceptional Plan. Initially, I had some reservations, but Kaylee swiftly alleviated any concerns with her upbeat attitude and professional approach. She handled my project with the highest level of care, ensuring it was nothing short of perfect before considering it complete. Kaylee recognized that her success was intertwined with mine, a principle I wish more business professionals would embrace. Her meticulous attention to detail and unparalleled communication skills set her apart, while her infectious optimism is a refreshing asset for any business owner. I’ve eagerly sought opportunities to share this positive experience and look forward to future collaborations with Kaylee and The Exceptional Plan.
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Alex Hill profile picture
Alex Hill
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I recognize that many reviews tend to be fairly straightforward—either praising or critiquing without much depth. However, I wanted to offer a more comprehensive review of the exceptional(!) experience I had working with Kaylee and The Exceptional Plan. If explaining my experience helps someone make the decision to partner with The Exceptional Plan that much easier, it will have been worth the effort. Initially, I was hesitant about moving forward with The Exceptional Plan. Entrusting someone else with something so personal and significant has been challenging for me in the past. Finding someone who cares as deeply about my project as I do has been difficult, and I’ve generally made the decision to do things myself as a result. That’s when Kaylee and The Exceptional Plan came in. From the very beginning, Kaylee dispelled my doubts with her professionalism and positive demeanor. She approached my project with the same dedication and care as if it were her own, demonstrating an impressive level of pride in her work. It was immediately clear that Kaylee doesn’t consider a project complete until it meets her high standards. Her meticulous attention to detail is remarkable, reflecting her genuine concern for her clients and their needs. Having worked with numerous professionals and contractors over the years, I’ve often felt like just another number, with quality and care sometimes taking a backseat. Kaylee, however, defies this trend. She fostered a truly collaborative relationship, valuing our partnership and ensuring my satisfaction every step of the way. This approach was a refreshing change from my previous experiences, and it’s left me feeling genuinely valued—so much so that I’m concerned future collaborations might not measure up. Kaylee possesses a rare talent for simplifying complex ideas without omitting crucial details. Her deep business acumen, comparable to that of top CEOs, ensured that my company was presented in the best possible light. Few people have this skill set, and Kaylee excels at leveraging it effectively. Working with Kaylee was a delight, marked by her exceptional communication skills. Whether through daily updates, cheerful messages, texts, calls, or video chats, she ensured I was always informed and engaged. Her ability to adapt her communication style to my needs, always with a positive and optimistic attitude, made the experience truly outstanding. In summary, I am extremely grateful for choosing to work with Kaylee and The Exceptional Plan. I wholeheartedly recommend Kaylee and her team to anyone and eagerly anticipate future collaborations.
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Shaina Brown profile picture
Shaina Brown
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Kaylee is beyond amazing! Her attention to detail and commitment to excellence is clearly reflected in her work! She’s helpful and has and is very knowledgeable!
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Brian Mangels profile picture
Brian Mangels
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Kaylee and her team at The Exceptional Plan are absolutely incredible. We have already used them for three plans that were all top notch, so we will use them on the next one… highly recommend.
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Thomas VonCannon profile picture
Thomas VonCannon
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Kaylee was extremely knowledgeable and is great to work with! I will absolutely recommend her to anyone in need of business plan services.
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Shirley Sanford profile picture
Shirley Sanford
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I did an indebt search for an authentic, professional Business Plan creator and The Exceptional Plan was the answer. Kaylee was patient and very professional throughout the process. She told us she would always be there for all questions and concerns, after the final approval. We had contracted others for a Business Plan that no one was going to invest in. With The Exceptional Plan, our team is prepared for the next level in our business. Kaylee was also inciteful about the Investor & Business Owner side of what the plan needed. Another reason I chose her because of her being able to relate to both sides. Worth every penny. Very satisfied. Thank you Kaylee!
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Kevin Wood profile picture
Kevin Wood
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Loved working with The Exceptional Plan! It was the personal experience I was wanting. I'm starting a business and I didn't want a generic plan from a website. The Exception Plan also has the connections I need to get things going. They kept me in the loop weekly. They were also able to come up with ideas, things I didn't think of. I plan on working with them as my business grows.
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Davina Johnson profile picture
Davina Johnson
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
You need a business plan? Dont know where to start? Start by booking 'The Exceptional Plan" .... First time using them, but won't be my last. I think im addicted to how simple she made this process for me. Found her on thumbtack. I have ZERO regrets & find myself finding other task I can use her services for. Quick responses & excellent communication. When I reviewed my draft, I received way more than I anticipated. I'd recommend Kaylee & The Exceptional Plan team for all of your business plan wants & needs.
Integrations
We Work With the Tools You Already Use.

Domestic or international. We plug into your existing accounting stack and make it work harder. No switching platforms.

QuickBooks
Xero
Stripe
FreshBooks
Gusto
Shopify
Excel / Sheets
Wave
Sage
MYOB
Zoho Books
FreeAgent
Ready for Financial Clarity Without the Full-Time Cost?

Your first conversation is free. We learn about your business, review your financial picture, and show you exactly what a fractional CFO can do for your bottom line. No pitch. No pressure. Just answers.

Take the 90-Second Quiz
Or call us directly: 316-218-9898