
About Us
Strategic Financial Leadership—Without the Full-Time Overhead
At Lone Peak CFO, we deliver executive-level financial expertise without the cost of a full-time hire. As fractional CFOs, we serve growing businesses with strategic insight, hands-on guidance, and real-world leadership—focused on results, not just hours.
Why Growing Businesses Need More Than Bookkeeping
A Fractional CFO is a highly experienced Chief Financial Officer who works with your business on a part-time or contract basis. You gain access to critical financial capabilities—such as forecasting, budgeting, cash flow analysis, and performance monitoring—without the burden of a full-time executive salary.
What is a Fractional CFO?
Most businesses start with the essentials: bookkeeping, payroll, taxes, and reconciliations. These functions are valuable—but they primarily look backward. As a business grows, so do its complexities. At some point, a forward-thinking owner realizes they need more than compliance—they need strategy. That's where a CFO makes all the difference.
We Don’t Just Consult—We Integrate with Your Team
Your Goals, Our Mission
Whether your objective is to grow, prepare for a sale, acquire another business, become a hands-off owner, or improve profitability, we tailor our approach to your unique vision. We help business owners:
Create actionable diagnostics
Strengthen KPI frameworks
Communicate strategy with banks, attorneys, CPAs, and stakeholders
Build financial systems that support both performance and peace of mind
This is where Lone Peak CFO stands apart. Unlike traditional consultants who deliver reports from a distance, we work on-site, shoulder-to-shoulder with your team. Typically one to two days a week, we’re physically present in your office—meeting with departments, aligning strategy, and building the trust and context needed to make a meaningful impact.
When we’re not in your office, we’re still available—by phone, text, or email—Monday through Friday. We’re not just clocking hours; we’re committed to your outcomes.
The Lone Peak Difference
Hiring a full-time CFO may be out of reach for many small to mid-sized businesses—but that shouldn’t mean you settle for less. Lone Peak CFO fills that gap. We offer the expertise of a seasoned financial executive, embedded in your operations, aligned with your goals, and committed to delivering measurable results.

Our Location
Located in Salt Lake and Utah counties, we serve businesses with annual sales between $9 million and $40 million.
Hours
Mon-Fri 9am - 5pm