Expert Fractional CFO Services

Elevate your financial and business strategy with our Fractional CFO services, carefully customized for business leaders, entrepreneurs, and investors.

CPA Fractional CFO services

Enhancing Business Value

Our Fractional CFO services partner with business leaders to amplify value by integrating finance strategy, operational strategy, and performance management. We engage deeply to understand your unique challenges and propose solutions that tackle them. With a step-by-step approach, you see real progress before taking the next step. Whether times are good or tough, we find ways to set your business up for success and discover hidden value in your company.

We help position your business for success and identify untapped opportunities in your company.

Fractional CFO Distinctive Role

CFOs, bookkeepers, and accountants collaborate closely, but perform very distinctive tasks. Typically, bookkeepers and accountants track and record financial activity used to then generate financial reports. CFOs leverage the figures in these financial reports to guide strategic finance and business decision-making. This pivotal distinction is one that more business owners must grasp, CFOs give meaning to the financial data generated by accountants and bookkeepers, offering business leaders direction, context, and actionable insights.

With our Fractional CFO services, you receive the expertise of a full-time CFO at a fraction of the cost.

Fractional CFO services focus on financial and business strategies going forward, while bookkeeping and accounting focus on analyzing past performance. If you’re serious about streamlining your finance strategies and accelerating your business growth, let's get started!

Finance & Business Strategies

CPA Fractional CFO accounting and bookkeeper collaborating

Our Fractional CFO services deliver expertise across the entire financial spectrum of your business:

Finance Strategies

Services may include: Business Forecasting, Cash flow management, Key Performance Indicators (KPIs) analysis,  Cost structure optimization, Capital Budgeting, Pre-acquisition preparedness and post-acquisition integration, Capital Allocation, Solutions to financial problems.

Business Strategies

Services may include: Results-driven strategic planning, Aligning business and shareholders or partners finance goal, Assessing your company’s operating model, Pricing strategies for products and services, Business formation or new segment formation, New market entry, Coordinate finances with operation & sales team.


Frequently Asked Questions (FAQs)

What do I need to do before hiring a Fractional CFO?

Generally, you would want to have a bookkeeping or accounting team in-place. Your financial data needs to be in order and up-to-date. Without the appropriate orderly financial data available, we cannot make strategic decisions.

Are your Fractional CFO services the same as Outsourced CFO services?

Fractional CFO services and Outsourced CFO services, are similar in concept. We provide part-time CFO services, via a flexible approach that take charge of your company’s financial strategy. Our Fractional CFO services are ideal l for small to medium-sized businesses or startups needing strategic financial expertise on a part-time or as-needed basis. This allows for cost-effective access to top-level financial advice without the commitment of a full-time position.

What's your Fractional CFO services fee structure?

Our Fractional CFO fee is monthly recurring. The pricing depends on the size of the business, depth of work required, and complexity of operations.

What does your Fractional CFO services generally do for a business?

Varies on operations and size. Generally, one of our first to-dos are strategize for cash flow management, analyzing the business financial strengths and weaknesses and propose strategic directions. If an event like an acquisition (M&A) or fundraising occurs, we normally lead it. Think strategy and external finance.


We then also communicate with investors, owners, perform business forecasting, business budgeting & general cash management, decide on investment strategies by considering cash and liquidity risks.

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