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10 Things We’ve Learned After 10 Years of Fractional Excellence

2025-12-06 11:38:39

Ten years ago, I took a leap of faith. One that would redefine not only my own career, but the way growing businesses access financial leadership. What began as a bold vision to bring top-tier CFO expertise to companies that couldn’t yet afford, or access, such expertise has since helped level the playing field for countless small and mid-sized businesses.

As we mark this 10-year milestone, I’m proud of how far we’ve come and deeply grateful for the clients who’ve trusted us along the way. As we take a look back, here are 10 lessons, drawn from real experience, that continue to guide how we work today and will lead us into the next decade and beyond.

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Fractional doesn’t mean part-time

When we launched Third Road Management, many thought “fractional” was shorthand for “part-time or interim.” But we made a point early on - being fractional really means being focused, strategic and fully engaged at the cadence our clients need to grow and scale. We’ve had to prove again and again that quality, consistency and impact are non-negotiable - even when you’re not on site full-time or sitting in an office.

Context matters more than credentials

We hire experienced CFOs and accounting professionals from a broad range of different backgrounds and industries, but past credentials don’t guarantee future success. What matters is whether the experts we put in place truly understand the client’s business model, competitive landscape, culture and stage of growth. It’s a people business. Over the years, we refined our hiring and onboarding so every team member can adapt their expertise to the client’s unique realities, and their cultures.

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Communication wins trust

It all starts and ends with trust. Whether it's forecasting, margin analysis or a plethora of operational recommendations, the way you present it makes all the difference. We’ve learned that transparency, clarity and consistency are what transform skepticism into partnership. If clients don’t understand the numbers, they won’t act on them - and that’s a lose-lose for both sides.

Systems amplify impact

In the early years, we relied heavily on individual effort, and we still do. But we have also realized fast that scalable, repeatable systems are the backbone of a high-performing fractional model. From standardized onboarding to performance dashboards with real-time data, documentation habits to knowledge-sharing, investments in process pay dividends in consistency and quality. That’s how you achieve repeatable results at scale.

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You must guard your margins - even when you’re building goodwill

As a service business, it’s tempting to cut pricing to win clients, especially in the early days. But we’ve learned that sustainable growth depends on balancing generosity with financial discipline. We follow the same advice we also provide our s. That means setting clear scopes, pushing back when needed and always knowing your costs.

Partnership over ‘vendor’ mentality

We’ve seen our client partnerships flourish when we stop being an outsourced vendor and instead become a strategic, integrated partner. That means showing up onsite, rolling up our sleeves, challenging assumptions, aligning around outcomes - and sometimes being the challenging voice in the room.

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Stay true to what got you there, but also be a chameleon

A lot can change in a decade. In 10 years, we’ve helped our clients navigate economic shifts, tax and tariff changes, tech/AI disruption and perpetually evolving client and customer expectations. The companies that survived—and thrived—were those that continuously evolved to meet the moment, i.e., embracing new software, expanding service lines, refining processes, etc., all with an eye towards future success.

Metrics tell the real story

Yes, we’re numbers people. We preach, “your business is in the details.” Over time we have internalized that truth: Measuring data, i.e., utilization, client retention, cash conversions, etc., is absolutely critical. Those metrics shine light on blind spots and help us course-correct before issues escalate.

Quality culture isn’t accidental

Culture is built every day - in everyday conversations, hiring decisions, how you respond in tough times and how you celebrate the wins. We are people-first, and our people are in the trenches with our clients, day in and day out. This is where the game is played and the battles are won.

The client’s future is the truest measure

At the end of the day, our success is judged by how we deliver for our clients. And whether the countless organizations we serve today are more robust, more stable and better positioned for what’s to come. Over 10 years, the stories that sustain us aren’t the billings or the new logos on our roster, but rather they’re the clients who achieved their wildest business dreams.

As we head full steam into 2026 (and our year 11), we carry these and many other lessons forward. To my team, our clients and the communities where we live and serve, a very sincere thank you. The road ahead (pun intended) is long. I have no doubt we will continue to navigate bumps and curves along the way. But we remain committed to moving forward with excellence, integrity and a spirit of continual improvement.

Cheers to the next decade.

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From Metrics to Mindset: The Secrets to Building a Team that Shows Up

2025-12-06 11:10:18

When I left my finance career to pursue entrepreneurship in the wellness industry, I learned that the business was more than numbers and KPIs. It’s largely about building a team and investing in your people. I’ve seen firsthand that even the most effective systems don’t work without a motivated team to implement them. That’s why I strive to create an environment where team members feel supported and appreciated through small actions to show that I care about them as people, not just as employees.

While numbers tell you where your business has been, it’s the people on your team who determine where it will go. In a people-first business, everyday connections create a team that shows up with energy, loyalty and purpose. Here’s what I’ve learned about creating a high-performing team that brings their best each day – not because they have to, but because they want to.