Fractional CFO

What is a Fractional CFO?

A fractional CFO provides you and your business with every financial tool available to put your business in the position to succeed.

How do you know if you need a fractional CFO?

  • Your new business is growing fast.  Sales are increasing and profits along with it. But new problems exist: 

    • increased staff sizes

    • greater attention to cash flow

    • increased taxes.

  • Your business is growing, but you are not a start-up.  You need solid business and financial advice on a regular basis.  Forecasting, planning, and analysis are what keep you up at night.

Service Levels

Level I -Virtual CFO

A remote team of accountants, including a CPA and Management Accountant, will work with you remotely to address your business needs.  You have a dedicated team of professionals at the ready.

Level II -Controller

Take Everything in Level I and add a proactive Controller to your team.  This includes tax planning and support, modeling, KPI analysis, cash flow management and budgeting

The Kitchen Sink

Your team gets everything we have.  Transactional support, monthly financial statements, tax work, and payroll.  Throw in everything contained in Level II and you have a fully dedicated CFO, for a fraction of the cost.

Why Outsource your CFO work:

A full-time CFO will cost a company between $200,000-$500,000 per year in salary and benefits.  Most internal CFOs will have knowledge and experience in some financial areas, but their knowledge will be limited by their individual industry experiences.

Our team brings together over 100 years of accounting, management, and financial experience covering multiple industries, including:

  • Service/Hospitality

  • Financial Services

  • Law Offices

  • Medical Practices

  • Construction

  • Transportation

  • Retail

  • Information Technology Services/Developers

  • and more