Fractional CFO Services

SERVICE TIERS

Fractional CFO Services Tailored to Your Growth Stage

Systems and processes set up right from day one

I help you select and deploy the right tech stack. We'll integrate your initial systems, set up your accounting and operational processes, and avoid common pitfalls, ensuring you build a tech-forward, scalable business. You'll know what to prioritize, what to ignore, and how to build a foundation that truly scales.
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Know exactly where you make and lose money

Scaling a business is complex, requiring seamless integration of production flow, systems, and margins. I evaluate your end-to-end processes and show you how to grow efficiently. My unique blend of tech and manufacturing insight ensures you navigate this complexity with precision, turning challenges into opportunities for sustainable expansion.

Preparing for Exit or Investment

To achieve maximum valuation, preparation – especially regarding your operational and financial systems – is critical. I help you rebuild and normalize financials, backed by transparent and integrated system data. I also remove owner dependencies by documenting SOPs that reflect optimized, tech-enabled processes.
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Real Results. Real Businesses.

I bring a rare combination of deep food manufacturing industry experience, comprehensive technology expertise, and real-world success in building and selling companies.

1. Dual Industry Expertise:
Technology + Food Manufacturing

Led a full technological transformation of a food manufacturer's infrastructure, including as-is/to-be mapping and implementation of new processes and systems.
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2. Full-Service Financial Operations Architecture

Built a complete service‑to‑cash financial infrastructure, including GL account architecture, inventory configuration, billing and collections workflows, deferred revenue management, and monthly accrual processes.
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3. Built, Scaled, and Sold — Not Just Advised

Co-founded a technology consulting company, grew it to 50+ employees and 8-figure revenue, personally engaged 80+ buyers, and closed a successful exit.

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reviews of my work

Hear it from past clients

Most fractional CFOs bring financial reporting. I bring 20+ years bridging technology and food manufacturing — so you get systems that actually work, financials that tell the truth, and a business built for scale or exit. And my client's give faith of that:

"Yury is rare in that he understands both the financial and operational sides of a food manufacturing business at a deep level. He stepped into our purchasing and supply chain functions and immediately elevated how we managed costs, materials, and information flow. His ability to connect day‑to‑day operational decisions with their financial impact helped us improve margins and make better leadership decisions. He became a true partner to me and the executive team."

Paul Levitan

President & CEO, Galaxy Desserts

"Yury brought order, visibility, and operational rigor to Dynamics Resources at a time when we were growing fast and needed real structure. He co‑built the company with us, leading finance and operational execution while designing the reporting and planning systems that allowed us to scale confidently. His ability to connect financial discipline with operational reality was a key factor in our successful exit"

Lana Vernovsky

COO, Dynamics Resources

"Yury was instrumental in building Dynamics Resources from an early‑stage consultancy into a disciplined, scalable organization. He co‑led the growth of the firm while taking full ownership of finance and operational execution. The structure he brought to reporting, planning, and the systems behind them gave us the clarity and control we needed to scale – and ultimately positioned us for a successful acquisition. His impact was foundational."

Eduard Tarnovsky

Founder & CTO, Dynamics Resources

"Working with Yury brought immediate clarity to our financial picture. He built the reporting and performance tracking we were missing and helped us make operational decisions with confidence. What stood out most was his focus on simplicity – no bloated models or overengineering, just the right structure to run the business well.
Beyond that, he strengthened the organization itself by hiring and training both an accountant and a controller, who now run day-to-day financial operations independently. This allowed him to step out of routine tasks and focus purely on high-level strategy, while ensuring the business became more robust and sustainable. Yury clearly prioritizes impact over billable hours – building systems, teams, and processes that continue to deliver value long after his direct involvement decreases."

Nathan Downs

CEO, FoodSpot

Who I serve

Industries I Serve Best

Get in touch

Food & Beverage / CPG Companies

I work best with companies where the operational and financial complexity is real. That means:
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- The friction between physical production and digital systems
- Multi-step manufacturing labor tracking — e.g., glaze as a separate WIP item used across multiple SKUs
- SKUs with fluctuating margins due to ingredient costs, production inefficiencies, or pricing challenges
- Accounting and shop-floor integration — connecting your production floor to your financial systems

Technology Companies

I bring the same systems-first thinking to technology businesses, where I understand:
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- The nuances of system implementations at scale
- How to bridge the gap between technical architecture and buyer-ready financial performance
- Translating complex system capabilities into tangible ROI narratives
- Revenue recognition for SaaS, professional services, and hybrid business models

Ready to get
started?

Whether you're a technology company scaling fast or a food manufacturer preparing for exit, you need more than a bookkeeper. You need a fractional CFO who understands systems, operations, and valuation. Clarity creates confidence. Confidence creates value.

Companies Yury has worked with

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FAQ

Frequently Asked Questions About Fractional CFO Services

What's the difference between a fractional CFO and an accountant or bookkeeper?

Accountants and bookkeepers manage compliance and record-keeping. A fractional CFO provides strategic financial leadership — forecasting, profitability analysis, system integration, and exit planning. I also bring deep operational and technology expertise, so I optimize how you run the business, not just how you report it.

Do I need to commit to a long-term contract?

No. We can start with an hourly engagement or a month-to-month retainer. Most clients find value quickly and choose to continue, but there's no long-term lock-in.

How do you work with my existing team?

I work alongside your accountant, bookkeeper, or internal finance person — filling the strategic gaps they don't have capacity or expertise to cover. I can also help you hire and train finance staff as you scale.

What systems do you work with?

I specialize in Intuit QuickBooks plus most modern accounting suites such as Xero, Zoho Books and FreshBooks. I also integrate ERPs, CRMs, inventory systems, production and labor tracking tools.

Can you help if I'm planning to exit in the next 1-3 years?

Absolutely. Exit preparation is one of my core specialties. I've been through an 8-figure exit myself and know exactly what buyers and investors look for during due diligence.

What industries do you serve?

I focus on food & beverage / CPG companies and technology companies generating $1MM to $30MM in annual revenue. These are the sectors where my dual expertise delivers the most value.

Can I use this for a real consulting firm?

Yes, that’s the whole point. This structure is built for professional services.

Can I customize the design?

Yes. Every section, layout, and color token is built with flexibility in mind. Swap, remove, or restyle as needed.

What’s the best way to start customizing?

Pick a homepage, rewrite each section in your own words — or keep the structure and simply swap in your branding.

Does this include a Figma file?

Yes — you’ll get access to a clean, variables-based Figma system once you purchase.

Is this template optimized for CMS?

Absolutely. Insights, case studies, services, and even testimonials are CMS-ready.

Is Haldenmiller a real consulting firm?

No — this is a fictional brand created to showcase the template. But everything you see is fully editable and modular.