Fractional CFO
Fractional CFO Services for Businesses across the United States of America.
Financial leadership at the ready. Meet your new CFO.
Could you benefit from an experienced finance professional to help navigate the changing business landscape on a part-time basis? We offer Fractional CFO services.
Turn your financial data into an action plan guided by the expertise you can trust
As your company grows in size and complexity, it’s not uncommon to feel out of your depth trying to make sense of financial statements. That’s when you know it’s time to bring in a CFO. You can have confidence in our team to bring the financial expertise your company needs.
Long-term planning
Support with budgeting, forecasting, and scenario planning so you can be prepared for the good times and bad to build a long-lasting business.
Diversified skillset
With experience working with different industries and all kinds of transactions, you can be sure our team is coming prepared with best practices and know-how to navigate your challenges.
Help with financing
While you focus on selling your vision to investors and lenders, your CFO can help to showcase the viability of the project or business as a whole. Once approved, they can support with ongoing monitoring and covenant reporting.
Audit Ready
Working directly with your accountant or auditor, your CFO will ensure you have everything you need to get through your annual audit or review.
Our CFO services may include:
- Reviewing insurance coverage
- Preparing for an annual or first-time audit or review engagement
- Covenant monitoring
- Financing preparations and calculations
- Stakeholder reporting
- Support to your accountants with year-end reporting and tax planning projects
Our Approach
FAQs
Like our other services, it depends on what you need, but CFO packages start at $500 per month.
Yes, you can purchase CFO services on its own or packaged with other services including bookkeeping. We can work with you on a project basis if needed.
Our CFO services are a great complement to other services. Assuming we do your bookkeeping, your CFO will have the benefit of being able to get quick answers on specific transactions so that they can give you the insight that you need.
Yes, you are more than welcome to do so at any time. Please get in touch with your Client Success Lead to let them know about your interest in our CFO services.
