Weist Financial LLC provides fractional CFO services and executive financial leadership for small and mid-size businesses seeking to grow with greater clarity and control. The firm offers flexible, part-time access to CFO expertise, combining strategic guidance with hands-on financial management without the cost of a full-time executive. Its services include financial strategy and planning, budgets and rolling forecasts, cash flow and working-capital management, KPI reporting, business tax strategy, fundraising support, and investor relations. Weist Financial also advises on mergers and acquisitions, exit planning, and legal and structural considerations, helping owners prepare for transactions and strengthen business value.

Each engagement is tailored to a company’s needs and may range from project-based consulting to ongoing CFO support. The firm’s process includes business diagnostics, succession and goal planning, financial cleanup, KPI reporting, and monthly leadership meetings. Clients also receive access to a CFO and executive leadership dashboard featuring live financial data, cash-flow forecasting, accounts receivable and payable monitoring, and monthly reporting packages.