CFO Services
About Fractional CFO
Strategic Financial Leadership Without the Full-Time Commitment
Achieve ultimate financial optimization when you have a comprehensive team of Accountants, CPA’s, Tax Advisor and a seasoned Financial Executive working together to ensure that your business resources are managed and allocated in the most cost-effective way to fund your business growth. Your CFO will leverage insights from your financial team to deliver robust financial plans and forecasts to assess your overall financial performance, improve your financial ratios and ultimately drive optimal growth and profitability.
Plan Services
Everything in the Tax Advisor & CPA Plans Plus:
- Additional 100 monthly transactions and invoicing for up to 150 clients
- 2 Additional merchant account management
- Payroll & HR Management for up to 25 employees with next-day direct deposit and tax withholdings
- Develop an annual financial plan with monthly and quarterly reviews
- Assist with business mergers, acquisitions, and exits
- Assist with fundraising, equity, and debt management
- Annual industry economic report and outlook
- Financial and business compliance with risk management
- Annual insurance planning and assessment for asset protection and business continuity
Why Choose Fractional CFO?
Engaging a Fractional CFO offers numerous benefits:
Cost Efficiency
Access top-tier financial expertise without the expense of a full-time executive salary.
Flexibility
Scale financial leadership up or down based on your business's evolving requirements.
Strategic
Insight: Gain objective, high-level financial analysis to inform critical business decisions.
Risk Management
Identify and mitigate financial risks with proactive strategies.
Our Approach
our Fractional CFO services are designed to provide strategic financial leadership tailored to your business’s unique needs. We begin by conducting a comprehensive assessment of your financial landscape, identifying opportunities for growth and areas requiring improvement. Leveraging our expertise, we develop and implement customized financial strategies that align with your company’s objectives.
We begin by understanding your business goals and challenges
Develop a tailored financial strategy aligned with your objectives.
Execute the financial plan, forecasting, and financial reporting.
Provide continuous financial oversight as your business evolves.
Get Started Today
Ready to elevate your financial strategy with expert guidance?
Our mission is to decrease the information gap by providing exceptional accounting and tax expertise to empower decision makers to be able to make well informed and effective business decisions.
CFO
CFO-level support and infrastructure for businesses operating at scale and making big decisions.-
✔️ Full Financial Leadership Without a Full-Time CFO
Get top-tier financial strategy and oversight tailored to your business—without the executive overhead. -
✔️ Advanced Compliance and Risk Management
Ensure every detail is covered—from audits and disclosures to risk planning and entity compliance. -
✔️ Investor-Ready Reporting and Forecasting
Deliver executive-grade reporting and financial clarity to satisfy investors, lenders, and your board. -
✔️ Strategic Planning for High-Stakes Growth
Support for M&A, fundraising, exits, and expansion—guided by expert financial modeling and reviews. -
✔️ Operate at Scale with Confidence
From cash flow to KPI tracking, align every department with structured, high-performance financial systems.
What's Included in the Growth & Maturity Plan
Comprehensive financial leadership and infrastructure for businesses operating at scale or preparing for major growth events.
Bookkeeping & Accounting
| Feature | Included |
|---|---|
| Bookkeeping & accounting software subscription | ✔️ |
| Create customized reporting dashboard to track KPI's | ✔️ |
| Streamline merchant transactions (Paypal, Stripe, Square) and integrate into accounting system | Up to 6 Merchant Accounts |
| Record transactions, manage receipts and documents, and complete monthly account reconciliations | Up to 400 Transactions & 6 Financial Accounts Weekly |
| Manage accounting schedules (depreciation, accruals, prepaids, leases, intangibles) | Up to 10 schedules |
| Generate Monthly 3-Way Financial Statements (P&L, Balance Sheet, Cash Flows) | ✔️ |
| Manage accounts receivables and collections | Up to 150 invoices per month |
| Manage accounts payables | Up to 150 bills per month |
Tax Preparation & Advisory
| Feature | Included |
|---|---|
| Annual and quarterly tax preparation and filing for state, local, and federal | ✔️ |
| Annual tax planning, implementation, and reviews | ✔️ |
| Tax Resolution | ✔️ |
| Tax Strategy Review | Quarterly |
| Complimentary tax savings analysis | Tax Plan Included |
Payroll & HR Management
| Feature | Included |
|---|---|
| Certified HR Experts | ✔️ |
| Next-day Payroll processing direct deposit and tax withholding | Up to 25 Employees |
| Quarterly and annual income tax filing and payment (1099, W2, 941) | ✔️ |
| Employee payroll portal with time and attendance tracking | ✔️ |
| Employee Benefits (retirement, insurance, health) | ✔️ |
| Hiring, onboarding, off-boarding, talent management | ✔️ |
| HR guidance, insights, and reporting | ✔️ |
Financial Improvement and Audit Readiness
| Feature | Included |
|---|---|
| Manage internal controls, workflows, and policies and procedures over financial reporting | ✔️ |
| Financial audit support | ✔️ |
| Prepare financial statement disclosures | ✔️ |
Financial Management & Compliance
| Feature | Included |
|---|---|
| Develop and report financial KPI's | Up to 10 |
| Budgeting, forecasting and cash flow management with quarterly reviews | All 3 Monthly |
| Manage financial and entity compliance | ✔️ |
| Financial Risk Management | ✔️ |
Financial Planning & Equity Management
| Feature | Included |
|---|---|
| Complimentary insurance planning | ✔️ |
| Consolidated financial reporting | ✔️ |
| Monthly financial review and clarity meeting | 2 |
| Develop an nnual financial plan with monthly and quarterly reviews | ✔️ |
| Acquisitions/Exits, Mergers & Acquisitions | ✔️ |
| Fundraising, Equity and Debt Management | ✔️ |
| Annual industry economic report | ✔️ |