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Fractional CFO & Strategic Advisory

Businesses of all sizes benefit from hiring a Chief Financial Officer (CFO) or controller. But many small business owners worry that they can’t afford it. Maybe you’ve been trying to take care of your business financials in your spare time (or ignoring them altogether), but quickly realized it’s a losing battle because unless you’re an accounting professional yourself, your expertise lies elsewhere.

Fortunately, there is a cost-effective solution: part-time, outsourced CFO services.

Experienced, Knowledgeable and Trustworthy, We're in Your Corner.

When you take advantage of our outsourced CFO services, you get a dedicated, experienced financial professional who helps you make the tough business decisions you need to guide your business to future success.

You’ll also have a better understanding of the financial side of your business based on hard numbers. No more guessing about whether you’ll qualify for that loan to buy more equipment or wondering why you’re always short of cash.

When you use our CFO services, here’s what we do for you:

  • Prepare monthly, quarterly, or annual financial statements
  • Financial forecasting
  • Accounts payable and receivable
  • Provide guidance for increasing cash flow and improving profitability in support of future financial goals
  • Strategic tax planning
  • Tax compliance (sales use and payroll taxes)
  • Set up an accounting system and controls

Start-Up

$3,250/mo.

Guaranteed pricing for one year

  • Up to $2 million dollars in annual revenue
  • 3-Year Business Plan
  • Financial Modeling
  • Raise Capital
  • Financial Forecasting
  • Strategy
  • Business Operations Oversight

Growth

$5,250/mo.

Guaranteed pricing for one year

  • Up to $5 million dollars in annual revenue
  • 3-Year Business Plan
  • Financial Modeling
  • Raise Capital
  • Financial Forecasting
  • Strategy
  • Business Operations Oversight
  • Staff Development
  • Resolve Cashflow challenges
  • Forecasting and Budgeting
  • Succession Planning

Mature

$7,250/mo.

Guaranteed pricing for one year

  • Up to $10 million dollars in annual revenue
  • 3-Year Business Plan
  • Financial Modeling
  • Raise Capital
  • Financial Forecasting
  • Strategy
  • Business Operations Oversight
  • Staff Development
  • Resolve Cashflow challenges
  • Forecasting and Budgeting
  • Succession Planning
  • Prepare for a merger or acquisition
  • Prepare for a sale

Custom

If your business does not fit into the Start-Up, Growth or Maturity plans, or you are interested in bundling various services, please reach out to us for a quote. We understand that each business is at a different stage in the Business Life Cycle.

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Find comfort in knowing an expert in accounting is only an email or phone-call away. (717) 461-9064

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