Charlotte NC CFO Services
Executive Financial Leadership for
Growing Businesses in Charlotte
Charlotte is a powerhouse for finance, professional services, technology, and manufacturing, making it one of the strongest business hubs in the Southeast. Whether you’re a fast-scaling startup, an expanding mid-sized company, or an established enterprise, having the right financial leadership can be the key to unlocking sustained success.
At K-38 Consulting, we specialize in Charlotte NC CFO services, strategic financial planning, and executive-level advisory to help businesses across Charlotte and the greater Mecklenburg County area optimize financial operations, improve cash flow, and scale effectively.
From corporate firms in Uptown Charlotte to growing companies in South End, Ballantyne, and beyond, our seasoned CFO consultants provide strategic financial guidance that empowers businesses to increase profitability, manage risk, and plan for the future with confidence.
Technology Partners
Charlotte, NC - All you need to know
Why Charlotte Businesses Choose K-38
Consulting for CFO Services
Charlotte’s business landscape is competitive and fast-paced—companies need more than just traditional accounting; they need strategic financial leadership to stay ahead. Many businesses recognize the need for a CFO’s expertise but aren’t ready to commit to a full-time executive.
Our fractional CFO services provide companies with flexible, high-level financial leadership, helping them:
- Develop and execute scalable financial strategies aligned with business growth.
- Improve cash flow, profitability, and working capital management.
- Optimize financial reporting, forecasting, and business planning.
- Navigate funding rounds, acquisitions, or investor relations.
- Ensure strong internal financial controls and risk mitigation.
Ensure strong internal financial controls and risk mitigation.
With K-38 Consulting, you get the expertise of a seasoned CFO—without the full-time cost.
Charlotte, NC
Charlotte North Carolina, USA
K-38 Consulting
CFOS & CPAS
Our CFO & Financial Advisory
Services in Charlotte, NC
Our comprehensive suite of CFO services is tailored to meet the needs of Charlotte-based businesses in a range of industries.
Fractional CFO Services
For businesses that need CFO-level financial strategy but aren’t ready to hire a full-time CFO, our fractional CFO services offer on-demand expertise in cash flow management, financial oversight, and business growth planning.
Financial Forecasting & Growth Strategy
Scaling a business requires data-driven decision-making. We provide financial projections, market analysis, and scenario planning to help businesses stay on track for growth and profitability.
Cash Flow Optimization & Working Capital Management
One of the biggest financial hurdles businesses face is managing cash flow effectively. We implement strategies to improve liquidity, reduce inefficiencies, and maximize working capital.
Mergers, Acquisitions & Exit Strategy Consulting
Whether your company is preparing for a merger, acquisition, or business sale, we offer valuation analysis, financial due diligence, and transaction structuring support to ensure a profitable and seamless transition.
Investor & Lender Relations
Need to secure funding or attract investors? We prepare financial statements, investor decks, and funding strategies to strengthen lender and investor confidence.
Internal Financial Controls & Risk Management
We help businesses establish financial governance, compliance frameworks, and risk mitigation strategies to reduce exposure and prevent fraud.
Industries We Serve in Charlotte, NC
Charlotte’s diverse economy makes it an exciting yet challenging place for businesses to scale. At K-38 Consulting, we bring CFO-level expertise to companies in:
- Financial Services & Banking – Helping banks, credit unions, and investment firms navigate risk management, compliance, and strategic growth.
- Technology & Startups – Supporting VC-backed startups and tech firms with fundraising strategy, investor relations, and revenue forecasting.
- Healthcare & Life Sciences – Providing financial leadership to medical practices, biotech firms, and healthcare providers.
- Manufacturing & Industrial Services – Assisting manufacturers with cost control, supply chain financial strategy, and operational efficiency.
- Professional Service Firms – Helping law firms, engineering firms, staffing agencies, and marketing firms improve profitability, cash flow, and scalability.
From corporate giants in Uptown Charlotte to entrepreneurs and mid-sized firms in Ballantyne, South End, and beyond, we offer high-impact financial solutions tailored to your industry and business goals.
What Sets K-38 Consulting Apart?
At K-38 Consulting, we don’t just provide financial consulting—we act as strategic financial partners, helping businesses make informed decisions that drive long-term success.
CFO-Level Experience
Our consultants bring real-world executive expertise in corporate finance and strategic growth.
Custom Financial Solutions
We tailor our strategies to your business model, industry, and long-term vision.
Deep Local Knowledge
We understand Charlotte’s business climate, economic incentives, and financial trends.
Scalable CFO Services
Whether you need ongoing financial leadership or support during a transition, we provide flexible, cost-effective solutions.
Proudly Serving Businesses Throughout Charlotte & Beyond
We provide CFO consulting and strategic financial advisory services to businesses across the Charlotte metro area, including:
- Uptown Charlotte – The financial and corporate hub of the city.
- South End & Dilworth – A growing area for startups and creative firms.
- Ballantyne – A key business district for corporate headquarters and financial firms.
- University City & North Charlotte – Supporting tech firms, education-based businesses, and healthcare companies.
- Gastonia, Concord & Surrounding Areas – Helping businesses expand their financial strategies across the Charlotte region.
Wherever your business is located, K-38 Consulting is here to help you navigate financial challenges and maximize growth opportunities.
Let’s Build a Stronger Financial Future for Your Charlotte Business
If your business is ready for CFO-level financial strategy, cash flow optimization, or M&A advisory, K-38 Consulting is here to help.
Schedule a free consultation and see how K-38 Consulting can help your business thrive in Charlotte’s competitive market!
Client Testimonials
We treat our client's business as if it were our own
"K-38 Consulting has been an invaluable partner in our growth, providing exceptional outsourced CFO services that have transformed our financial strategy. Their expertise has helped us increase profitability, optimize cash flow, and enhance our revenue cycle, positioning our practice for long-term success. We highly recommend their services to any business looking for top-tier financial leadership."
"As a construction business owner juggling many responsibilities, partnering with K-38 Consulting has been a game-changer. Their outsourced CFO services have helped us streamline our finances, improve cash flow, and boost profitability, allowing us to focus on delivering top-quality projects. Thanks to their expertise, our revenue cycle is stronger, and our financial strategy is more efficient than ever. We highly recommend K-38 Consulting to any business looking for expert financial guidance."
"K-38 Consulting has given our law firm greater financial control and clarity, providing us with accurate, reliable financial reporting each month. Their web-based forecasting tools, combined with their expert outsourced CFO services, have been instrumental in improving cash flow, increasing profitability, and strengthening our revenue cycle. With their guidance, we can make informed financial decisions that support our firm’s growth and long-term success. We highly recommend their services."
"As a biotech startup, navigating financial strategy and cash flow management is critical to our success. K-38 Consulting has been an invaluable partner, providing expert outsourced CFO services that have helped us optimize our financial operations, improve cash flow, and enhance our business processes. Their strategic insights and forecasting tools have given us the clarity and confidence to make informed decisions, secure funding, and drive sustainable growth. We highly recommend K-38 Consulting to any startup looking for top-tier financial leadership."
"As a fast-growing SaaS startup, having a strong financial strategy is essential—and K-38 Consulting has been a game-changer for us. Their outsourced CFO services have helped us improve cash flow, optimize our revenue cycle, and scale profitably. With their expert financial guidance and forecasting tools, we’ve been able to make data-driven decisions, attract investors, and position our company for long-term success. We highly recommend K-38 Consulting to any tech startup looking for top-tier financial leadership."
"As an eCommerce business, managing cash flow, profitability, and financial strategy is critical to our success. K-38 Consulting has been an invaluable partner, providing expert outsourced CFO services that have helped us streamline our finances, optimize our revenue cycle, and increase profitability. Their strategic insights and forecasting tools have given us the clarity to make smarter financial decisions, scale efficiently, and sustain long-term growth. We highly recommend K-38 Consulting to any eCommerce company looking for top-tier financial expertise."
Explore Our How-To Guides for Startups
Looking for more insights into startup finance? Check out our latest blog posts on startup CFOs and financial strategy.
How This Healthcare Startup Doubled Growth with a Healthcare Fractional CFO [Case Study]
How This Healthcare Startup Doubled Growth with a Healthcare Fractional CFO [Case Study] Healthcare professionals excel at patient care but often lack significant financial expertise ...
Read More →
How to Create a Healthcare Startup Budget: An Expert’s Step-by-Step Guide
How to Create a Healthcare Startup Budget: An Expert’s Step-by-Step Guide Healthcare startups raised only $10.7 billion in 2023, hitting their lowest funding level since ...
Read More →
How a Growing Law Firm Doubled Profits with K-38 Consulting’s Outsourced CFO Services [Case Study]
How a Growing Law Firm Doubled Profits with K-38 Consulting’s Outsourced CFO [Case Study] Legal practices now recognize the significant role of law firm CFO ...
Read More →
How to Raise Startup Funding: A Founder’s Step-by-Step Playbook
How to Raise Startup Funding: A Founder’s Step-by-Step Playbook The median Series A startup funding round reaches $11 million – four times more than a ...
Read More →
How to Build Financial Forecasts for Startups: A Founder’s Step-by-Step Guide
How to Build Financial Forecasts for Startups: A Founder’s Step-by-Step Guide 9 out of 10 startups fail, and poor financial projections rank among the top ...
Read More →
How to Create a Cash Flow Forecast: A Startup’s Step-by-Step Guide [+ Free Template]
How to Create a Cash Flow Forecast: A Startup’s Step-by-Step Guide [+ Free Template] The statistics are stark – 9 out of 10 startups fail. ...
Read More →
Ready To Connect For A Free Consultation?
We are the experts at helping startups and mid-size businesses with their accounting and finance.
Talk To A CFO
Get a Free 30-Minute Strategy Call with Dallas Alford IV, CPA, Founder of K-38 Consulting
READY TO CONNECT FOR A FREE CONSULTATION?
We are the experts at helping startups and mid-size businesses with their accounting and finance.
