Strategies for your needs
“Jessica was an invaluable partner to us during a moment of leadership transition. Not only did she quickly ramp up, bringing the technical skills and financial insights to analyze, model, and assess our complicated financial needs, she brought a level of strategic vision and leadership that we sorely needed during that period of time as the financial voice and expert in the room.”
—Emily Smith-Pirello, Founder & CEO, ESP Consulting Group, LLC
Sometimes you need both CFO-level strategy and strong controllership discipline. Engage us as your fractional partner who acts as both CFO and controller, setting direction and building the systems to get you there.
“I worked closely with Jessica Nikolich during her tenure as the Interim/Fractional Chief Financial Officer of the Sundance Institute in my capacity as Chair of the Finance Committee of the Board of Directors and Treasurer of the Institute.
Jessica brought professionalism and expertise to her role during a critical period for the organization, and she earned the confidence and respect of the members of the Finance Committee and the Board, as well as her colleagues, through her reliability, knowledge and sound advice.
Jessica’s financial acumen, including the delivery of high-quality financial models, and ability to assess complex financial situations, proved invaluable to the Institute and supported sound decision-making. She effectively communicated financial concepts and her thoughtful analysis, and demonstrated a genuine commitment to the mission of Sundance.I would recommend Jessica to any organization seeking a skilled and impactful financial partner.”
—Head of Finance Board Committee, Major Non-Profit
Sometimes you need both strong controllership discipline and CFO-level strategy. Engage us as your financial partner who sets the direction and builds the systems to get you there.
“Jessica has a unique mix of skills and abilities that are crucial and hard to find. She has deep accounting knowledge, systems knowledge as well as leadership and teaming ability to properly engage, prioritize priorities and deliver the best solution for her business and accounting stakeholders.“
— Connie Murray
Begin with a targeted project, and move into sustained CFO or controllership support if needed.
“Jessica joined our team as a fractional CFO at a critical moment when we were managing annual planning, strategic planning, and an RFP process. I can say with full confidence that there was nothing fractional about Jessica’s support. She quickly embedded herself within our team – earning trust, collaborating transparently, and leading strategically across key workflows.
Jessica always saw and understood the larger organizational picture and goals, while identifying and solving for existing or potential challenges to our success. Her financial acumen as well her clear communication skills allowed her to both deliver and distill information to finance and non-finance leaders alike.
In partnership with key stakeholders, Jessica developed financial management tools, processes, and models that ensured well-informed, timely decision making. I cannot recommend Jessica highly enough as time and time again she proved herself reliable, efficient, and thoughtful. If you are looking for a fractional CFO, you can stop your search at Jessica.”
—Interim CEO, Leading Nonprofit
Your interim engagement may evolve into a structured CFO or controllership partnership when you need longer-term disciplined oversight, strategic direction, and financial leadership
Need a fractional CFO? Fractional Controller? Full support on a one-time project? Or a combination? We’ve got you.
| Fractional CFO Leadership Consulting | Fractional Controllership Consulting | Strategic Projects Consulting | Interim CFO Leadership Consulting |
Fractional CFO Leadership Consulting
Strategic oversight, forecasting, and financial strategy / executive advisory support
Choose this option when:
Results can include:
“Jessica … brought a level of strategic vision and leadership that we sorely needed during that period of time as the financial voice and expert in the room.” —Emily Smith-Pirello, Founder & CEO (Read the full testimonial)
[Book a free 30-minute consultation]
Fractional CFO Leadership Services Include:
End-to-End Financial Leadership
Sometimes you need both CFO-level strategy and strong controllership discipline. Engage us as your fractional partner who acts as both CFO and controller, setting direction and building the systems to get you there.
[headline and dive deeper for eventual case study here]
[Book a free 30-minute consultation]
Explore Fractional Infrastructure & Controllership Consulting
Explore Project-Based Financial Consulting
Explore Interim CFO Consulting
Fractional and Controllership Consulting
Strengthen reporting accuracy, controls, and operational discipline
Choose this option when:
• Reporting is inconsistent, delayed, or difficult to trust
• Financial processes lack structure or documented accountability
• Month-end close takes too long or produces unclear results
• Internal controls need strengthening as the organization grows
• Systems and workflows have not kept pace with complexity
• You want reliable visibility before layering on deeper strategy
Results can include:
• Financial reporting becomes accurate, timely, and consistent
• Internal controls are strengthened to reduce risk and error
• The close process becomes structured and predictable
• Systems and workflows support scale—not friction
• Leadership gains reliable financial visibility to make confident decisions
“[Jessica’s] financial acumen, including the delivery of high-quality financial models, and ability to assess complex financial situations, proved invaluable to the Institute and supported sound decision-making. She effectively communicated financial concepts and her thoughtful analysis, and demonstrated a genuine commitment to the mission of Sundance.” —Bill Plapinger, Head of Finance Board Committee, Sundance Institute [Read the full testimonial]
Fractional Controllership Services Include:
End-to-End Financial Leadership
Sometimes you need both strong controllership discipline and CFO-level strategy. Engage us as your financial partner who sets the direction and builds the systems to get you there.
[headline and dive deeper for eventual case study here]
[Book a free 30-minute consultation]
Explore Fractional CFO Leadership Consulting services
Explore Strategic Projects Consulting
Explore Interim CFO Consulting
Strategic Projects
M&A support, financing and capital planning, business transformation, and system implementation
Choose this option when:
Results can include:
Testimonial placeholder – I will try to get a new one from my recent Sundance project modelling work.
“Jessica … has deep accounting knowledge, systems knowledge as well as leadership and teaming ability to properly engage, prioritize priorities, and deliver the best solution for her business and accounting stakeholders.” Connie Murray (Read the full testimonial)
Strategic Projects Consulting Services Include:
End-to-End Financial Leadership
Begin with a targeted project, and move into sustained CFO or controllership support if needed.
[headline and dive deeper for eventual case study here]
[Book a free 30-minute consultation]
Explore Fractional CFO Leadership Consulting
Explore Fractional Infrastructure & Controllership Consulting
Explore Interim CFO Leadership Consulting
Interim CFO Leadership Consulting
Stabilize during transition or leadership gaps
Choose this option when:
Results can include:
Placeholder testimonial
Interim CFO Leadership Services Include:
[headline and dive deeper for eventual case study here]
End-to-End Financial Leadership
Your interim engagement may evolve into a structured CFO or controllership partnership when you need longer-term disciplined oversight, strategic direction, and financial leadership
[Book free 30-minute consultation]
Explore Fractional CFO Leadership Consulting
Explore Fractional Infrastructure & Controllership Consulting
Explore Strategic Projects Consulting
Frequently Asked Questions (FAQs)
Are we a match?
The organizations most well-suited to Niko Financial Consulting’s service set are small- to medium-sized businesses and nonprofits—including family businesses—with revenues ranging from $1m-$75m. In almost every case, our clients face an enormous change or inflection point, so they need a seasoned CFO and/or controller to help them reach their next stage of growth.
Aligned with nearly any industry, we quickly become a trusted business partner and catalytic changemaker who’s deeply invested in your success—and who helps you control risk, accelerate, and grow sustainably.
Why should I engage a fractional CFO instead of hiring full-time?
A full-time CFO is a significant fixed investment and often unnecessary at the growth stage. A fractional model provides senior-level financial leadership with flexibility, allowing you to access experienced strategic oversight without committing to a permanent executive hire before the organization truly requires it.
What does a typical engagement look like?
Fractional CFO and controllership engagements are structured on a retainer model with a defined cadence of involvement. Most partnerships begin with an initial diagnostic phase before transitioning into ongoing strategic oversight. Minimum engagements typically start at six months to ensure meaningful impact.
How quickly will we see impact?
Within the first 30 days, you should expect improved financial visibility and a clear understanding of current risks, cash position, and performance drivers. From there, forecasting discipline and strategic modeling are layered in to support forward-looking decisions.
How do you integrate with our existing team?
We work directly with in-house accounting teams, controllers, bookkeepers, and external CPAs. The objective is alignment—not disruption. Financial leadership should enhance clarity and accountability across the organization, not create friction.
Our financials aren’t in great shape. Is that a problem?
No. Many engagements begin with inconsistent reporting or limited visibility. Stabilizing financial reporting and strengthening discipline is often the first phase of our work before deeper strategic initiatives begin.
Do you provide bookkeeping or tax services?
While we do not provide bookkeeping or tax preparation services, we frequently oversee bookkeeping functions and coordinate closely with external CPAs to ensure reporting, compliance, and strategic financial planning are aligned.
What if we’re not ready for an ongoing retainer?
In some cases, a project-based engagement is the appropriate starting point—particularly when addressing a specific initiative such as financing preparation, financial modeling, or reporting stabilization. In our initial consultation, we can determine the right structure.
I’m overwhelmed and unsure where to start. What should I do?
Start with a conversation. We’ll assess your current financial visibility, growth stage, and immediate priorities to determine whether a project-based engagement or ongoing partnership makes the most sense.
[Book a free 30-minute consultation]