FRACTIONAL CFO SERVICES

A Fractional CFO is a seasoned financial expert who provides part-time management services, offering companies the opportunity to fill a top-tier CFO role without committing to the full expense of a permanent CFO's salary, benefits, and bonuses.

 

As a privately held company owner, you face ongoing challenges, including optimizing cash flow, maximizing profitability, accelerating growth, and planning your exit strategy.

 

Our Fractional CFO service partners with you as an advisor to define your objectives and create a strategic plan to achieve those financial and business goals. We maintain focus on keeping your business on course towards achieving these objectives. Acting as your trusted CFO advisor, we attentively listen to your objectives, challenges, and aspirations, recognizing the uniqueness of your business. While we acknowledge shared characteristics among businesses, we tailor our approach to align with your specific desires, priorities, culture, and budget. Through collaboration with you and your team, we deliver CFO services, business consulting, and exit strategies designed to guide your company from its current status to the desired outcome, implemented and executed at a pace comfortable for you, both operationally and financially.

 

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WHEN TO CONSIDER FRACTIONAL CFO SERVICES.

• A Fractional CFO Service could be the right choice if:    

• Your business is experiencing growth and requires professional financial guidance, but doesn't necessitate a full-time CFO or controller.  

• Your established business has reached a stage where the need for a controller or CFO arises, yet doesn't warrant a daily on-site presence.

• We customize our approach for each project, ensuring you receive tailored services that align with your specific needs and preferences.    

• Serving as your fractional CFO, we leverage our decades of business experience to effectively manage and strategize for your company.    

• We offer expertise in various areas, including:      

  • - Securing bank and SBA loan funding      

  • - Facilitating acquisitions and divestitures      

  • - Providing consulting and guidance on accounting software selection      

  • - Managing the implementation of new software systems and conducting employee training      

  • - Offering insights and forecasts for cash flow and profit and loss (P&L)