man in blue dress shirt beside man in white dress shirt

CFO Services Aligned to YOUR Vision & Goals

At Lone Peak CFO, we know that one size does not fit all. Our primary objective is to facilitate the realization of each client's unique business goals—whether that means scaling for growth, preparing for a sale, or stepping into a more hands-off leadership role.

We provide part-time, high-impact financial leadership tailored to your vision. Whether you're increasing profitability, acquiring a strategic partner, or streamlining your operations, we deliver the strategic guidance and financial clarity to help you get there.

Free Consultation

Services Offered

Our CFOs come to your office equipped with all the necessary tools. They do not focus on a single function but rather their comprehensive expertise to achieve the client's vision.

Financial Strategy

Laptop in Utah office shows cash flow graph chart. It's for small business clients who need CFO help

Small business owner writing on notebook, budget planning as Salt Lake City Utah small business.

$laptop computer with forecasting reports in office of fractional CFO in Salt Lake City Utah$

Budget Planning

Fractional CFO and Utah small business owner shaking hands after consulting merger and acquisitions

Merger & Acquisition Consulting

Part-time CFO offers accounting services to Utah small business clients

Accounting Efficiency & Accuracy

$Employees review financial reporting with fractional CFO at conference room table.$

Financial Reporting

Forecasting

Small business customers reviewing financial reports in Utah office. KPIs and Performance Monitoring

KPIs & Performance Monitoring

We help you see the bigger picture. From growth planning and profitability to exit strategies, Lone Peak CFO provides high-level financial guidance aligned with your business goals. We identify opportunities, mitigate risks, and create a clear financial roadmap to support smart, confident decision-making.

Cash Flow Management

Cash flow is the heartbeat of your business. We monitor, manage, and optimize your inflows and outflows to ensure consistent liquidity and financial stability. Our proactive approach helps you avoid shortfalls and make informed spending decisions

A strong budget creates control and clarity. We work with you to develop realistic, goal-driven budgets that align with your operational priorities. Our process empowers you to stay focused, track performance, and adapt to change with confidence.

We streamline your accounting processes to ensure they’re accurate, timely, and scalable. From system cleanup to workflow improvement, we help enhance accuracy, save time, and improve the reliability of your financial data—so you can ensure compliance and trust the numbers you’re making decisions on.

Know what’s ahead before you get there. Our CFOs build dynamic financial forecasts that provide visibility into future performance, helping you plan for growth, prepare for risks, and make timely strategic moves.

We transform your financials into clear, concise reports that support internal decisions and external stakeholders. From monthly reports to board-ready financial packages, we ensure your reporting is accurate, meaningful, and easy to understand.

We help you identify, track, and act on the right key performance indicators (KPIs). Our approach ensures you're measuring what matters—allowing you to spot trends, evaluate success, and stay aligned with your business goals.

Whether you're buying, selling, or merging, Lone Peak CFO provides the financial insight and due diligence to help you navigate complex deals with clarity and confidence. We align strategy, valuation, and integration planning to protect your interests and maximize outcomes.

Schedule a Free Consultation