StepChange COO, CFO and PMO Services

StepChange offers Fractional COO, Fractional CFO, and PMO services to help businesses. We’ve worked across all industries and company sizes, from newly launched ventures to large public companies.

If you need guidance setting up or fixing your processes, evaluating and tracking your business or defining, executing and measuring success for a new initiative, we’re here to help. We’re good at making sense of KPI Dashboards, Liquidity Management, Revenue Operations, P&L Redesign, Books Management, Marketing Initiatives, Software Product Management, eCommerce Analysis, Inventory Planning, Communication and much more.

We are change agents for meaningful improvement to your organization, delivering a true step change.

“I call in JM to help because I know he can figure anything out.”

Nick Jordan

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Managing Partner, UNBOXED Venture Studio

“They were able to come in and quickly simplify how I look at our business. Not to mention, we gained a partner who looks after our business as if were their own, identifying challenges before they arise and keeping us on track every step of the way!”

Matt Black

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COO, Geaux Experiential

“It was refreshing to work with a Product Manager who clearly kept the team focused on what was needed and only what was needed.”

Eric Bartsch

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Senior Software Engineer

Chief Operating Officers

Overseeing connectivity of the whole organization.

We’ve operated organizations. From managing Sales to HR to Operations, we’ve seen some things. Use this knowledge.

Chief Financial Officers

Solving your capital and financing questions, establishing reporting that makes sense and overseeing it.

You deserve more from your finance people and less jargon. Books should help you analyze the business, not confuse you.

Project Management Office

Executing and integrating specific initiatives within your organization.

We love getting things done in a manner that helps the entire organization. Plug us in to tap our experience and not overwhelm your existing team.

FAQs about StepChange services

In what industries do you specialize?

We truly have done almost everything, including software, marketing, retail, construction, education, and non-profit work to name a few. And our network extends further.

Are you CPAs?

No, though we do work with some. A CPA certification means you’ve learned rules about accounting, not about evaluating or running a business.

How fractional is fractional?

Our model facilitates as much or as little time as you need. Our focus is on providing the most value.

Why Fractional CFO 0r COO?

At even mid-size companies, Chief Operating Officer and Chief Financial Officer knowledge is not necessary full-time, particularly given the cost. Paying for just what you need helps you invest that money elsewhere, and our experience means we know how to monitor in a part-time role.

Need someone you can trust to step in quickly? We’ve been there.