FRACTIONAL CFO SERVICES

STARTER LEVEL

Starter level services are perfect for companies with fewer CFO requirements. Whether you're a newly established business or smaller in size, this is where you want to be if you need only several hours per month. You will gain a partner to guide you through the financial aspect of your business, focusing on strategy.

5-10 hours/month

ESTABLISHED LEVEL

Established level services are perfect for companies

who's size and complexity have begun to outgrow their existing accounting team. A professional is needed to provide oversight and forward-looking guidance. A fractional CFO is effective at this point in identifying and addressing issues, having the initiative to foresee future events, and strategize to help you reach your goals.

15-20 hours/month

PROFESSIONAL LEVEL

Professional level services are for well established businesses that need the type of financial leadership a professional CFO provides. At this point, your financial functions have gained more complexity and a fractional CFO is required to handle the responsibility of strategic decision making, as well as address challenges that may arise.

25-40 hours/month

Who I AM

Experienced

CPA

Outsourced

Remote

Fractional

what I DO

Advise

Strategize

Manage

Analyze

Implement

benefits

Cost Effective

Flexible

Customizable

Growth Oriented

Strategic

Common Fractional CFO Services

Financial Oversight and Structure

Strategic Consulting

Cash Flow Management

Building Financial Models

Forecasting

Reporting, Budgeting & Analysis

Finance & Growth Strategy

Business Development

Raising Capital

Loan Procurement

Governance & Compliance

Insurance Acquisition

Operational Strategy

ERP Systems

Risk Management

Compliance & Governmental Requirements

Efficiency & Cost Reduction Projects

Exit Strategy

Risk Mitigation

Process Improvement

Maximizing profitability