Fractional CFO Services

Maximize profits and increase cash flow by partnering with our Fractional CFO team who will help you analyze and manage your business with goal setting (Short & Log Term), custom built budgets, payroll processing, employee benefits, project profitability tracking, and your exit Strategy.

Stage 1: Financial & Operating Foundation - Your fractional CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement.

• Establish a Perpetual Data Room to ensure audits readiness.
• Profit & Loss, Balance Sheet, and Cash Flow Statements
• Budget vs Actuals
• Industry-Specific KPI Tracking
• Financial credibility assessment

Stage 2: Perpetual State - Monthly Engagement: Your fractional CFO will partner with you during the ongoing monthly engagement. Specific projects & monthly deliveries by engagement level are included below.

• Monthly meeting to review the company’s financial health & strategic insights
• Monthly update of the financial model with actuals
• Monthly Budget vs Actuals analysis
• Ad-hoc scenario planning to understand the impact of business decisions
• Customized strategy & operations projects specific to your company’s needs
• Example Projects: Cash management, investor & board reporting, in-depth scenario planning, strategic planning, monetization & pricing strategies

Connect with us to discover how an informed tax strategy can benefit you.