Peak Path Fractional CFO LLC
Your Partner in Financial Success
At Peak Path Fractional CFO, our mission is to empower small businesses with the financial expertise they need to thrive. We believe small and mid-sized companies deserve world-class financial strategy without the burden of a full-time CFO. We bring decades of experience to help you navigate challenges and seize opportunities.
Meet the CFO
Lisa is a seasoned finance executive turned Fractional CFO for ambitious small business owners who want more than just bookkeeping. She helps you take control of your finances, make confident decisions, and carve a clear path to sustainable growth.
With decades of experience leading forecasting and budgeting, treasury, strategic planning, and finance operations for global companies, Lisa brings big-company expertise to small businesses that are ready to scale and are ready to have translate financial data into actionable strategies that drive real results.
Right now you might be:
- Wondering which products or clients are truly profitable
- Making critical decisions without clear financial visibility
- Struggling to plan for growth while managing day-to-day cash flow
- Ready to invest and scale, but unsure how to do it
- Thinking about an exit strategy
Imagine this instead:
- Clear, confident financial decision-making
- A forward-looking view of your business with strategic insights
- Financial reporting and analysis that supports your growth
- A trusted financial partner who brings structure and strategy to your goals
- ALL of this WITHOUT ALL THE COST of a full time CFO