Fractional CFO Leadership
Forecasting, cash planning, KPI development, board reporting, profitability improvement, and leadership-team partnership.
Financial leadership for consequential moments
Clarity to decide.
Discipline to execute.
Wilhelm Consulting provides fractional and interim CFO leadership to founder-owned and private equity-backed companies navigating growth, operational complexity, transactions, and financial transformation.
25+ yearsFinance leadership across public, private, and PE-backed organizations.
CPA and Big FourTechnical depth with executive judgment
$100M+ enterpriseGlobal CFO leadership experience
M&A and financingDiligence, integration, and capital support
Board readyDecision-focused reporting and communication
What we do
Executive finance capacity, precisely when it is needed.
We strengthen the financial operating rhythm of businesses that have outgrown their current capabilities—without the cost or long-term commitment of a full-time CFO.
Interim CFO Coverage
Experienced executive leadership through transitions, vacancies, restructuring, rapid growth, or a search for the permanent CFO.
Transaction Support
Financing readiness, M&A diligence, quality-of-earnings preparation, integration planning, and sale-process support.
Performance Diagnostics
A focused review of cash, reporting, profitability, KPIs, staffing, and systems—followed by a practical 90-day action plan.
Finance Transformation
Scalable processes, systems, controls, team design, and close discipline built to support the next stage of growth.
Restructuring and Recovery
Liquidity visibility, scenario planning, cost actions, lender communication, and disciplined execution under pressure.
How we work
Build the answer, then build the capability.
The objective is not another report. It is a repeatable financial operating cadence that improves decisions, accountability, and enterprise value.
01
DiagnoseClarify the business model, decision gaps, risk, urgency, and desired outcomes.
02
PrioritizeDefine the few financial actions that will have the greatest operating impact.
03
Establish cadenceConnect cash, forecast, margin, capacity, and accountability in one management rhythm.
04
Transfer capabilityStrengthen the team and processes so progress continues after the engagement.
Relevant experience
Depth in complex service businesses.
Our experience spans recurring revenue, project-based services, regulated industries, global operations, and transaction-intensive environments.
Cybersecurity
Managed services and MSP
Technology services
Insurance
Banking and financial services
Professional services
Engagement models
Right-sized support with clear expectations.
Final scope reflects complexity, urgency, finance-team readiness, and transaction intensity. Recurring engagements begin with a three-month commitment.
Monthly CFO Counsel
$5,000 / month
- Up to 12 hours monthly
- Cash and KPI review
- Forecast challenge
- Executive recommendations
Fractional CFO
$8,500 / month
- Up to 25 hours monthly
- Rolling forecast and reporting
- Leadership-team cadence
- Board and lender support
Expanded CFO
$13,500 / month
- Up to 40 hours monthly
- Weekly operating cadence
- Finance-team leadership
- Strategic projects and scenarios
Financial Performance Diagnostic: $4,500 fixed fee. Transaction, diligence, financing, turnaround, and accelerated-deadline work is scoped separately.
Leadership
Seasoned experience. Practical execution.
Doug Wilhelm is a CPA and finance executive with more than 25 years of leadership across cybersecurity, managed services, insurance, banking, and public accounting.
Global CFOLed finance for a $100M+ cybersecurity services company.
Enterprise ControllerDirected reporting across a $10B+ regulated financial enterprise.
Transaction LeadershipM&A, financing, diligence, integration, and investor readiness.
CPA and Big FourTechnical rigor grounded in business outcomes.