Fractional CFO Services
CFO-Level Thinking, Without the Full-Time Cost
Every business benefits from having a CFO in the room — but most owners assume that's out of reach until the business is much bigger. Unless accounting is your background, going it alone gets expensive. Our fractional CFO services give you a dedicated partner who helps you make tough calls with real numbers.
Fractional CFO Services
Rent a CFO
Our top-level engagement gives your business the experience of a full-time CFO without the overhead. It includes a Quarterly Key Performance Indicator (KPI) Report, Quarterly Trend Reports with monthly meetings to discuss your business and financial statements, quarterly tax planning to minimize tax liabilities with your CPA, and general business advising. Most phone calls and messages are returned within 24 hours during normal business hours, excluding weekends and holidays.
What's Included
- Monthly, quarterly, or annual financial statements
- Financial forecasting
- Accounts payable and receivable
- Cash flow and profitability guidance
- Strategic tax planning
- Tax compliance (sales and use)
- Accounting systems and controls
Service Details
Fractional CFO Services are offered at our top-level monthly service, which includes up to 6 bank, credit card, and loan accounts, with additional accounts available for an added cost. Service and scope are reviewed at 12 months, and any services outside of scope are billed at the firm's hourly rates.
Dedicated CFO Services
The role of CFO is crucial to every business, no matter the size. Whether you're a start-up, hitting your five-year mark, or ready to expand, we bring the expertise — and the experience — you need.