Elevate Financial Clarity and Scale with Confidence
Strategic financial leadership tailored for small businesses gains the insight, control, and roadmap you need to scale with purpose and profitability.
What Are Fractional CFO Services?
Fractional CFO Services deliver high-level financial oversight without the overhead of a full-time hire. Designed for small businesses, this service provides strategic planning, risk management, capital guidance, and financial clarity.
Whether you’re scaling, navigating cash flow challenges, or preparing for investment, PBS equips you with the insight and structure needed to lead confidently.
A Solution Born from Experience
Too many small businesses are forced to make critical financial decisions without the expertise they need. We’ve been there. PBS founder Johnny Palermo built and sold multiple companies while learning firsthand how hard it is to grow without the right financial systems.
Fractional CFO Services were created to change that—to ensure small business owners have real-time clarity, strategic control, and a trusted financial partner to lead them through uncertainty toward growth.
Rooted in the Palermo Synergy Framework™
This isn’t just outsourced finance—it’s embedded strategic alignment. Fractional CFO Services are a core part of the Palermo Synergy Framework™, integrating financial health into your broader business ecosystem.
Cultural – We drive accountability and transparency through clear, values-aligned decision-making.
Operations - Budgeting, forecasting, and KPI oversight support efficient, scalable systems.
Sales - Margin strategy, pricing models, and revenue planning ensure sales efforts are profitable.
Financial Health - Cash flow stability and risk preparedness fuel sustainable growth.
What’s Getting in Your Way?
Do any of these sound familiar?
No roadmap for long-term growth.
Budget chaos or unpredictable costs.
No clear way to measure financial performance.
Poor cash flow visibility or missed funding opportunities.
No backup plan for market shifts or financial risk.
If you’re nodding “yes,” you’re not alone—and you don’t need to navigate it alone either.
Strategic, Scalable, Real-World Solutions
PBS’s Fractional CFO Services meet you where you are—and take you where you need to go:
No guesswork. Just clarity and control—delivered consistently.
Real Expertise. Real Outcomes.
This isn’t theory. It’s experience, execution, and impact.
Johnny Palermo
Greg Johnson, CPA
Together, they’ve helped companies secure capital, restructure operations, and unlock new levels of financial performance.
What You’ll Get
Essential Bookkeeping Includes:
Why Partner with PBS?
With PBS, you get more than a fractional CFO. You get a culture-aligned partner who brings:
Executive-level expertise at a fraction of the cost.
Tailored strategies rooted in your mission and business stage.
A culture-first approach that aligns finance with values and growth.
We don’t just crunch numbers—we build confidence, control, and resilience.
Here’s Where You’ll Feel It
Clarity
Efficiency
Profitability
Resilience
Flexible Engagements That Meet You Where You Are
Whether you’re starting fresh or fine-tuning strategy, our CFO support scales with you.
First-Time Engagements – Build your financial foundation.
Ongoing Oversight – Maintain control, clarity, and consistency.
Custom Solutions – Specialized support for capital events, mergers, or growth pivots.
Let’s Build Your Financial Backbone
It’s time to stop guessing and start leading with clarity. PBS Fractional CFO Services helps you make confident, informed decisions that drive results, not just reports.
If you need senior finance guidance without adding headcount, our fractional CFO services make planning and cash flow simpler. Book a quick consult to see if we’re a fit.