Strategic Financial Leadership - Scaled to Your Needs
to navigating risk, compliance, and investor relations. But hiring a full-time CFO or Finance Director can be expensive,
especially when you only need high-impact financial leadership on a part-time or project basis.
That’s where Unison Direct comes in.
American businesses. Whether you’re a startup seeking clarity, a scaling SME preparing for investment,
or a mature enterprise looking for sharper financial control, we deliver board-level insights, without the full-time commitment.
What We Offer: Virtual CFO, Fractional CFO & Finance Director Services
Virtual
CFO Services
Remote-based, part-time CFO expertise designed for growing businesses that need strategic financial leadership, cash flow forecasting, and real-time reporting – without the cost of a full-time executive.
CFO Services On-demand CFO advisory offered on a: flexible retainer or project basis. Ideal for businesses undergoing funding, restructuring, exit planning, or complex transformation projects.
Why Your Business Needs a Fractional or Virtual CFO/FD
A Fractional or Virtual CFO/FD gives you the high-level strategic and operational financial support your business needs to:
With Unison Direct, you gain a proactive financial partner who brings experience, industry knowledge, and a practical approach to every engagement.
Why Choose Unison Direct?
We don’t just provide outsourced finance professionals; we embed strategic thinking into your leadership team. American businesses choose our Virtual and Fractional CFO/FD services because we offer:
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Executive-Level Strategy & Financial Direction
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Real-Time Financial Visibility & Dashboarding
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Custom Reporting for Boards, Investors & Lenders
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Budgeting, Forecasting & Scenario Modelling
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Clear Communication & Proactive Insight
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Industry-Specific Knowledge with Scalable Delivery
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Cost-Effective Solutions with USA-Level Standards
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Flexible Engagements: Monthly Retainer, Project-Based or Interim
We work as an extension of your leadership team, not just a vendor.
Our CFO/FD Services Include:
, or build financial infrastructure, we tailor support around your needs.
Sector-Specific CFO & FD Advisory
We deliver deep domain expertise tailored to your industry’s challenges and metrics:
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Construction & Real Estate
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Tech & SaaS Startups
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Financial Services & Investment Firms
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Healthcare & Private Clinics
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Retail & E-Commerce
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Legal & Professional Services
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Media, Advertising & Creative Agencies
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Manufacturing & Industrial
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Non-Profits & Charities
From managing project-based cash flow in construction to burn-rate forecasting in tech, we bring the right lens to your financial strategy.
Why USA Businesses Trust Unison Direct
How It Works with Unison Direct
Step 1:
Discovery Consultation
We learn your business model, pain points, and growth goals.
Step 2:
Engagement Setup
We outline a tailored CFO scope - from weekly check-ins to quarterly planning.
Step 3:
Onboarding & Tool Access
We connect with your finance stack to start building clarity from day one.
Step 4:
Strategy, Reporting & Insight Delivery
Your CFO delivers actionable advice, structured reporting, and data-driven planning support.
Step 5:
Flexible Scaling
Need more support as you grow? We can scale up our engagement without disrupting your operations.
Frequently Asked Questions
They’re often used interchangeably. A virtual CFO provides remote support, while a fractional CFO typically refers to part-time or project-based engagement. At Unison Direct, we offer both – depending on your needs.
Whether you’re preparing for investment, scaling rapidly, or simply need stronger control over your numbers, Unison Direct is ready to support you with Fractional CFO, Virtual CFO, and Finance Director Services that flex as your business evolves.