Our fractional CFO's are here to help
Our CFO's have extensive experience in working with businesses. Most clients are looing to either
¹ scale up and grow the business; ² are content with current size and are looking to enhance profitability; or ³ have a business and are not sure where to turn for expert advise.
Financial Leadership Without the Cost of a Full-Time CFO
Every business owner reaches a point where they need more than bookkeeping and tax preparation. Whether you're planning for growth, looking to improve profitability, or simply need an experienced financial advisor to help navigate important business decisions, our Fractional CFO services are designed to provide the strategic guidance your business needs.
Book a Call
We'll begin by learning more about your business, financial goals, and current challenges to determine whether our Fractional CFO services are the right fit for your needs.
Grant Access
We'll review your financial reporting processes, business performance, and planning opportunities to identify areas where we can provide the greatest value.
Define Scope of Work
Depending on your business needs, we'll meet monthly, quarterly, or semi-annually to review financial performance, discuss strategic decisions, and proactively adjust your financial and tax planning strategies throughout the year.
Our Fractional CFO Services Include
Our CFOs have extensive experience working with closely held businesses across a variety of industries. We understand that no two businesses are alike, which is why our approach is never one-size-fits-all.
CFO Lite
Business for up to $500k of revenue
You provide financial reports in advance we do analysis and preparation for meeting
✓ 1 Meeting of 90 minutes per month, meetings conducted via ZOOM to formulate strategies that drive results.
✓ We work with your current bookkeeper or CPA to make sure you have good financial data.
✓ We review your financial budget and provide constructive feedback to improve financial performance.
✓ Includes one budget update mid year.
✓ We provide actionable plans and strategies to move your business forward.
$1000 PER MONTH
CFO Hero
Our Most Popular Option
Business with revenue form $500k to $3M
You provide financial reports in advance we do analysis and preparation for meeting
✓ 3 Meetings of 50 minutes scheduled per month meetings conducted via ZOOM.
✓ Our meetings are much more focused and in depth due to additional time we meet every month.
✓ In addition to developing the strategies, we hold you accountable to make sure the strategies are executed by you and your team..
✓ In depth financial and metric analysis and review with you for further driving results
✓ We work with your current bookkeeper or CPA to make sure you have good financial data.
✓ We work side by side to build your budget.
✓ We test the budget theory and make refinements that are discussed with you and approved by you.
✓ We load the budget into your QuickBooks and create a standard Budget versus Actual report for monthly review.
✓ Includes one budget update mid year.
✓ We provide actionable plans and strategies to move your business forward.
$2500 PER MONTH
Full-Time CFO Transition Services
Business ready to bring CFO in house
Our transition team works directly with you and your team, daily. This is a full time insertion of a CFO
✓ We find, we vet, you hire.
✓ We train, we integrate, we make sure of forward success path of your team.
✓ We take a leadership role in your organization through the transition period.
✓ During the transition we work with your transition person to lead them through the process of creating and establishing your budget.
✓ We guide the meeting with your management team to explain the budget and insert accountability.
✓ This includes a master budget and departmental budgets.
✓ Includes quarterly budget updates and revisions.
✓ Includes meeting with management team for roll out of changes.
✓ We provide actionable plans and strategies to move your business forward.
✓ Full time dedicated person inserted to your business upon completion to transition period.
✓ Meetings conducted via ZOOM or on premise.
Fee set based on criteria meeting
Many of our clients have experienced significant year-over-year growth...
Additional Services
✓ New Gusto payroll setup and customize payroll settings
✓ Setup of payroll tax Ids, linking bank information and initial employee onboarding
✓ Job description and offer letter templates
✓ Training on how to run payroll
✓ "Reasonable Salary" analysis and calculator
✓ Accountable plan and retirement matching implementation with meeting minutes
✓ Best practice guides and templates, with live training
✓ White-glove assistance in implementation
✓ Setup new bookkeeping company account
✓ Customize company settings
✓ Customize chart of accounts
✓ Customize management reports
✓ Link bank and credit cards
✓ Integration to Gusto and 3rd party applications
Hire Spouse/Kids
✓ Guided setup with payroll, employment contracts, job descriptions and time tracking
✓ Best practices, templates and guides to stay above board
✓ Training and implementation
1099-NEC filings
✓ Provide detail and have your 1099 filings done for you
✓ Best practice workflows to collect paperwork upfront in Vendor setup process
LLC Setup and Dissolution
✓ Checklists and guides on setting up a new LLC or closing an LLC
✓ White-glove guided walk-through California LLC setup for non-property, single owner LLCs
Are You Ready to Grow or Improve the Profitability of Your Business?
Power up your profits by getting the help and support you need to grow your business. Let us help you lead the way to your continued success. Our CFO's can identify profit leaks in your business or help with a comprehensive overhaul.
Are We the Right Fit?
Our Fractional CFO services are ideal for business owners who:
✓ Want to grow their business strategically
✓ Need greater visibility into financial performance
✓ Are looking to improve profitability
✓ Need help making complex business decisions
✓ Value proactive financial guidance throughout the year
✓ Want accountability and ongoing strategic support
✓ Need insight in order to make better financial decisions
If you're ready to move beyond simply looking at financial statements and begin using them to drive better business decisions, we'd love to have a conversation.
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