Fractional
CFO
If you are a scaling small business owner and need someone to fulfill a role as Chief Financial Officer (CFO) in your organization but are not able to hire one in house, we provide similar services as a corporate CFO, scaled down to fit the needs of your small business, at a fraction of the cost. We provide strategic decision support, financial analysis and can do a whole lot more.
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Our services can be tailored to you, based on your needs and the size of your organization. This service is recommended for businesses generating +$500,000 in annual revenues.
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Cost: Starting at $2,500/mo.
1
Monthly 1:1's
Dedicated time for you to review the needs of your business, financial performance, and strategy with us. We'll support your organization with decision making analysis and guidance to help you plan for the future and navigate uncharted waters.
2
Forecast & Budgeting
We will work with you to prepare your organizations annual budget and cash flow forecast and review this with you Quarterly to compare your performance and update projections accordingly so you have higher visibility to cash inflows, outflows and everything in between.
3
Customized Dashboards & Reporting
We'll prepare a summary dashboard that tracks key KPIs for your organization and summarizes results in a palatable way for internal stakeholders and C-Suite executives.
4
Tax Support
We'll liaison directly with your CPA to help coordinate the preparation of your taxes and estimated payments. We'll also work with you to provide guidance on tax strategies to help reduce yours and your business's overall tax burden
5
Special Rates for Add On Projects
In addition to the above, we can assist with monthly bookkeeping needs, accounting system migration, creation of custom standard operating procedure guides, payroll services, accounts payable and other projects that to help support your team
6
Dedicated Communication
We're an email/phone call away and are here to provide timely support to you as the Commander in Chief. If we aren't able to meet in person, we are set up to conduct meetings over Zoom or can schedule a phone call.