A fractional, or part-time, CFO is a cost-effective way to utilize the knowledge and skills of a finance and accounting professional without having to pay a full-time hire.
Plus, by hiring a fractional CFO, you get the added benefit of someone who is impartial and unbiased, someone who will not just show you the numbers but also help you understand what they mean for the financial well-being of your business.
A support system for newer businesses who want to grow their revenue and increase their impact.
For established businesses who are looking for support, accountability, and advice on their financial goals and strategies.
For companies who are looking to expand their growth, increase their impact and become a powerhouse in their field.
Tax strategy services
Define your long-term financial vision and optimize your future with a specialized tax strategy that evolves alongside your business.
Also available as a standalone service. Get in touch to learn more ›
Planning & strategy call every quarter.
Fractional CFO services
Understand your numbers and learn how to maximize them with a Fractional CFO service that offers year-round support for you and your business.
Expert advice to support your company’s financial health.
Recurring financial review calls with your staff accountant.
Regular financial reports
A monthly review of your financials, emailed to you.
Consistent reviews of your financial goals and strategic, individualized support.
Future-focused benefits support
Build your legacy and strengthen your retirement plans with on-going support and year-end reviews.
Continual bookkeeping services for your business
Budget planning and strategy
Sales tax support
Cash flow reports
Quarterly board presentations
Access a support system that grows with your business and revenue while increasing your impact.