Your business needs a CFO.
It doesn’t need a
full-time one.
WiseCFO Solutions gives owner-led businesses between $2M and $25M in revenue the financial clarity, decision support, and cash control of a senior CFO — without the $200,000+ salary and benefits of a full-time hire.
You’ve outgrown your bookkeeper. You’re not ready for a full-time CFO. There’s a smarter option.
Most growing businesses hit a wall. Revenue is up, but clarity is down. Big decisions — hiring, equipment, expansion, acquisitions — get made on instinct instead of numbers.
Your CPA files the taxes. Your bookkeeper records transactions. But nobody is looking forward. Nobody is asking: where is the cash going, and what does next year actually look like?
That’s exactly where WiseCFO Solutions works. We bring CFO-level insight, forward-looking planning, and decision-grade financial data to businesses that can’t yet justify — or simply don’t need — a full-time executive.
- You have meaningful revenue but don’t know where the cash goes each month
- You’re making major decisions — hiring, expansion, acquisition — without a financial model
- Lenders, investors, or a board are asking for more robust financials or forecasts
- You’re considering a sale, acquisition, or succession in the next 1–5 years
- Your revenue is between $2M and $25M and growing
- You want a real financial partner — available when decisions need to be made
CFO-level financial leadership across the decisions that matter most
WiseCFO Solutions offers five core service areas — each designed to close the gap between where your finances are and where they need to be.
Fractional CFO & Financial Leadership
Budgeting, forecasting, and scenario modeling. Monthly results reviews with the owner. KPI dashboards built to your business. Ongoing availability for decisions on hiring, pricing, capital, and expansion.
Learn moreOutsourced Accounting & Controller Support
Month-end close, reconciliations, invoicing, payroll coordination, and reporting. Controller-level process improvements, internal controls, and documentation. Audit and review support.
Learn moreCost & Profitability Improvement
Customer, product, and service profitability analysis. Cost structure reviews and margin analysis. Pricing analysis and restructuring. Align resources with what actually grows the bottom line.
Learn moreTreasury & Risk Management
Short and long-range cash flow forecasting. Working capital optimization. Banking relationship management. Risk frameworks including hedging where applicable. Fewer surprises. Better financial position.
Learn moreM&A Planning & Transaction Support
Pre-transaction financial readiness. Financial modeling and deal economics. Buy-side and sell-side due diligence. Letter of intent preparation. Coordination with quality-of-earnings and legal experts. Post-close integration planning.
Learn moreNot sure which service fits your situation?
Most engagements start with a short discovery call. Warren will listen to your situation and tell you honestly whether WiseCFO is a fit — and where to start.
Apply Now — It’s FreeReal outcomes from real engagements.
These are Warren’s personal results — not projections, not anonymized case studies from another firm’s portfolio.
Delivered across two years at a single organization through operational analysis, vendor management, and structural improvements.
Helped increase a company’s valuation by more than 150% through financial discipline, clean reporting, and transaction preparation.
Led and launched a sister company from inception through $100M in annual revenue as the founding finance executive.
Executed a $25M Canadian acquisition — due diligence identified material issues that led to a 60% reduction in the purchase price.
Led a construction staffing company through 42% and 27% consecutive years of revenue growth with full financial infrastructure in place.
Including $125M+ in retirement plan assets and $25M in structured currency hedging exposures at a North American subsidiary of an $8B global group.
Prevented in commission overpayments — identified a gap between verbal claims and written contract terms during an Amazon sales engagement, enforced correct definition over a 5-year horizon.
Saved through commission restructuring — applied commissions only to margin-producing revenue by excluding pass-through shipping charges from the calculation base.
In fraud and tax losses prevented through analysis and policy improvements implemented during an ongoing client engagement.
In tax and compliance exposures identified and resolved before they became material liabilities — uncovered through proactive financial review.
Senior finance experience, right-sized for your business.
Warren R. Wise, MBA, CMA, CTP brings more than 20 years of executive finance leadership to growing businesses that need CFO-level thinking without the cost of a full-time hire.
He has served as Corporate Controller, CFO, President, and SVP of Finance & Administration at companies ranging from $30M to $500M — including a North American subsidiary of an $8 billion global group. He has supervised over $1 billion in assets, delivered $30M+ in cost savings in two years, and managed finance across manufacturing, staffing, construction, distribution, agriculture, and services industries.
Warren founded WiseCFO Solutions because the businesses that most need genuine CFO expertise are often the ones who can’t justify a full-time hire. His approach is plain-spoken and owner-focused: make the numbers honest, build tools leadership will actually use, and be candid when the data says “not yet.”
He is a Certified Management Accountant (CMA), Certified Treasury Professional (CTP), and holds an MBA. He works with clients nationwide and is based in Carmel, Indiana.
WiseCFO Solutions vs. your other financial advisory options
Most growing businesses have a CPA for taxes and a bookkeeper for transactions. Here’s what each option delivers — and where the gaps are.
| What Your Business Needs | WiseCFO Solutions | Full-Time CFO | CPA / Tax Firm | Bookkeeper |
|---|---|---|---|---|
| Cash flow forecasting | ✓ Core service | ✓ Yes | ✗ Rarely | ✗ No |
| Forward-looking financial planning | ✓ Core service | ✓ Yes | ✗ No | ✗ No |
| Cost & profitability analysis | ✓ Included | ✓ Yes | ~ Limited | ✗ No |
| M&A / transaction support | ✓ Included | ✓ Yes | ~ Sometimes | ✗ No |
| KPI dashboards & decision support | ✓ Included | ✓ Yes | ✗ No | ✗ No |
| Tax return preparation | ✗ Not offered | ~ Oversees it | ✓ Core service | ✗ No |
| Scales to your actual need | ✓ Yes | ✗ Fixed cost | ~ Somewhat | ~ Somewhat |
| Typical monthly investment | $3K–$10K+/mo | $15K–$25K+/mo | $500–$5K/mo | $500–$2K/mo |
Monthly cost benchmarks from: AICPA/CPA.com 2024 Benchmark Survey and U.S. Bureau of Labor Statistics. Full-time CFO total compensation typically ranges far above a fractional engagement for companies in the $10M–$50M revenue range.
What owners ask before working with WiseCFO Solutions
These are the five most common questions. The full FAQ page covers all ten — or call Warren directly at 317.242.9473.
See All FAQs →What is a fractional CFO?
A fractional CFO is a senior finance executive who works with your business on a part-time or project basis. You get CFO-level strategy, forecasting, and decision support without the cost of a full-time hire.
How is this different from my CPA or bookkeeper?
Your CPA focuses on tax compliance and historical reporting. Your bookkeeper records transactions. WiseCFO Solutions works forward — forecasting cash flow, improving margins, and supporting major financial decisions before they happen. All three roles complement each other; they don’t overlap.
What size companies does WiseCFO Solutions work with?
WiseCFO Solutions works with privately held, owner-led businesses with $2M to $25M in annual revenue. These businesses typically have basic accounting and tax support in place but need deeper financial insight and executive-level decision support they can’t yet justify hiring for full-time.
How does a WiseCFO engagement work?
Most engagements are monthly retainers with a defined scope, regular owner meetings, and ongoing availability for key decisions. Project-based and fixed-fee engagements are also available. Every engagement starts with a short discovery call to confirm mutual fit and define the right starting point.
What is the first step to get started?
Complete the short apply form — it takes about 3 minutes. If there is a fit, Warren will reach out within one business day to schedule a discovery call. There is no obligation and no sales pressure.
Ready for financial clarity in your business?
It starts with a 3-minute apply form and an honest conversation. No pitch decks. No obligation.