Scaling MSPs and IT Services Firms with Proven Industry CFO Expertise
We help MSP & IT Services companies improve margins and cash flow and prepare to scale.
We guarantee you will see value!
Who we are
We’re a team of finance professionals who’ve walked in your shoes. Each of our fractional CFOs have held C‑suite positions at high‑growth technology service organizations—including managed service providers, managed security service providers, value‑added resellers and systems integrators.
Our experience spans IT services companies of various sizes—from MSPs and IT services firms that grew from under $20 million to over $150 million, to MSPs scaling from $80 million to over $130 million. We were fortunate to be part of leadership teams where disciplined finance, rigorous analytics and a shared respect for culture helped make that rapid growth possible—without sacrificing client satisfaction.
Choose a playbook
Purpose built offerings designed to scale your IT firm.
Core Service
Scale Essentials
Lay the groundwork for sustainable growth with hands‑on CFO support, rolling cash forecasts and real‑time dashboards that bring clarity and control to your finances.
13‑week rolling cash forecasts
Monthly performance reviews, analysis, and benchmarking
Tech‑enabled dashboards
Budget preparation and ongoing monitoring
Regular calls and video conferences
Core Service
Scale Accelerator
Transform your financial data into strategic intelligence, using advanced modeling and profitability analysis to power faster, smarter expansion.
Revenue and margin optimization
Deep profitability analysis by customer and COB
Working capital improvement planning and execution
Advanced forecasting, financial modeling and scenario planning
A strategic growth roadmap tailored to your business goals
Core Service
Scale Elite
Stay perpetually sale‑ready with a seasoned CFO partner who enhances your valuation, de‑risks your business and guides you through every step of M&A and exit planning.
A fractional CFO committed to long-term value acceleration and seamless transition
Comprehensive M&A readiness
Valuation enhancement strategies
Exit planning
Investor and buyer engagement support
Additional Service
Exit Planning & Preparation
Position your business for a premium valuation with tailored strategies, clean financials, and a clear roadmap to a successful transaction.
Additional Service
Capital Raising Support
Secure the right capital with strategic planning, financial modeling, and investor-ready materials that put your business in the best light.
Additional Service
M&A Assessments & Support
Confidently navigate the deal process with expert evaluation, financial due diligence, and hands-on support—ensuring you maximize value at every stage.
Frequently Asked Questions
Schedule Free ConsultationWhat is a fractional CFO, and how is it different from a full-time CFO?
A fractional CFO provides high-level financial leadership on a part-time or project basis, giving your business access to proven expertise without the cost of a full-time executive.
Who do you work with?
We specialize in supporting MSPs, MSSPs, IT service firms, systems integrators, and value-added resellers that have already crossed $5M in annual revenue and are committed to scaling.
What results have you helped companies achieve?
Our team has supported IT service companies through growth stages ranging from $25M to $150M+ in revenue, and MSSPs scaling from $80M to $120M+, all while improving margins, client satisfaction, and long-term business resilience.
How can a fractional CFO help my IT services business scale?
We translate financial data into strategy—aligning pricing with value, modeling growth scenarios, building dashboards, and ensuring every investment drives profitability, scalability, and readiness for future exits.
When is the right time to bring in a fractional CFO?
Once your IT services business has proven its model and reached at least $5M in annual revenue, you’re at an inflection point where strategic financial leadership can accelerate growth, optimize margins, and prepare for premium valuations.
Can you help prepare my business for a sale or acquisition?
Yes. We specialize in transactional readiness—cleaning financials, mitigating risks, maximizing valuation, and guiding you through M&A and exit planning to ensure a smooth, profitable transition.
How do I get started?
You can connect directly with a free consultation here. Alternatively, you can email us at info@cfoforit.com or call us at +1 (813) 367-4485. We’ll discuss your business goals and map out how we can help scale, optimize, or prepare for an exit.
60‑Day Value Guarantee
We are confident our fractional‑CFO engagement will pay for itself. Within 60 days of kickoff you’ll receive a full financial‑health assessment, forward‑looking forecast and a prioritized action plan. If you attend the scheduled meetings, provide the requested information and implement the agreed‑upon quick‑win actions but don’t feel the engagement has delivered real value, simply let us know by Day 60 and we’ll refund your fees. In other words, we put skin in the game—if you don’t see value, you don’t pay.
Schedule your free consultation with Steve Torres
I've served as a C-level executive at multiple technology services companies, navigating cash-flow crunches, margin pressure, and scaling pains firsthand.
We guarantee you will see value!
Insights
Engage an experienced fractional CFO for your IT company now!
We’re a team of finance professionals who’ve walked in your shoes.
