Fractional CFO Services

Get the benefit of a finance professional on your team, on terms that fit your business.

A CFO on your team will lead to results

Increase profitability

Our clients get to see and understand their financial performance on a regular basis so they can make informed decisions that increase their bottom line.

We build process around managing and forecasting cash so you can see how much cash is coming in and out, and you understand how to control your money.

Improve cashflow

Grow a resilient business

We are invested in the long-term profitability of your business and this drives our advice and strategies.

How does it work?

You get dedicated time every week from a professional CPA who will lead initiatives in the business around:

  • strengthening financial systems to increase accuracy of financial data and drive efficiencies of the accounting function

  • continous financial reviews and financial planning

  • cash forecasting, cash management, working capital management

  • capital planning and capital sourcing (grants, debt, equity)

Your leadership team will get consistent visibility on how you are progressing against your goals and you we will be proactive with your strategies and decisions.

We believe, there is no cookie cutter approach to a leadership role.

We meet your business wherever you may be, and we bring in expertise and best practices to get you on the right track.

 FAQs

  • If your annual sales are over $2 million then you need professional help when it comes to finances. If you’re not managing your finances properly, then it is likely costing you more than a CPA would.

  • We have experience with multiple industries including CPG, food manufacturing, digital marketing, healthcare, and tech.

    We believe we can add value to any business, regardless of their industry. In our experience, we see a lot of benefits in working with clients in new industries because we come in with a fresh set of eyes and offer new perspectives. We always question why things are done a certain way if they don’t make sense to us. We find new opportunities that owner’s can’t see because they’re in the weeds and only see the options right in front of them.

  • There might be a learning curve, but we’ve learned that this is part of our process of working with clients.

    It may take a few months to fully understand the state of the business enough to develop an understanding of the key drivers for the business and discover unique solutions. We have found the sweet spot happens after 6 months of working together - this is when we begin to notice current trends that allow us to raise red flags, and we have built a relationship with our clients based on mutual trust. We look to form long-term relationships with our clients because that’s where the value lies.

  • We get how frustrating it must be to pay for expensive consultants and not receive any value. Our clients tell us we are different because we really care about the businesses we work with. We don’t work with large volumes of clients. We are interested in delivering excellent customer service and building lasting long term relationships with our clients.

  • Working with CPAs who have expertise in finance and accounting save you time because:

    1) We take the lead on accounting and finance intiatives and collaborate with your internal and external accountants and stakeholders so you can spend that time working on revenue generating projects.

    2) We design and implement processes to prevent costly mistakes from ever happening again.

    3) We can easily spot errors in financial statements and course correct quickly.

    4) We save you time by having answers from our experience. When we don’t have the answers, we do the research, so you don’t have to.