Your business will benefit immediately from our Fractional CFO Services. It takes approximately 1-2 weeks for our team to create your CFO Service plan and get up-to-speed on your business processes, systems and requirements. After that time you can expect to see a substantial improvement in your business performance, efficiency and profits. Some of the benefits our clients experience include:

• More time to grow their business sales and profits. No more time wasted managing day-to-day accounting, bookkeeping and business finances. Our CFO team will handle all financial details giving you the opportunity to work on your business instead of working in your business.
• Clear, concise financial statements and reports that will provide you with key insight into your business performance. You will be in a position to make better strategic decisions for future business growth.
• Controlled costs and expenses. You will be able to see the costs and expenses that may be draining your business cash flow and profits. Our CFO team will assist you with reducing and controlling business costs and expenses. The end result is increased profits.
• Save thousands of dollars per month and per year compared to hiring a full-time CFO or controller.
• Professional advice and consultation on key business matters. You will have an on-call business partner to discuss business ideas, questions and strategies.
• Accurate, timely financial reporting. You will receive extremely accurate financial reports within 5 days after the close of each month. Reports can also be provided on a weekly basis if requested.
• The security and comfort that comes with knowing that your business financial matters are being supervised, monitored and continually improved by a team of highly-experienced accounting, finance and business management professionals.
• Financial controls and internal control measures to insure your business is not prone to employee theft or mismanagement.
• Effective cash management. We will work with you to manage expenses in order to maximize cash flow. We will also work with you to establish and build an appropriate cash reserve.
• Short term and long term planning and goals. We will work with you to define and achieve short term and long term goals for your business.
• Assistance with bank financing including negotiations.
• Defining and developing accounting procedures for your business.
• Assistance with possible mergers, acquisitions or sale of your business.

Our team of experienced public accountants, bookkeepers and tax experts will design a customized Fractional CFO plan specifically for your business. The service can be tailored to include as few or as many services needed for your business. The sample plans below are just examples of what can be included (or removed) from your customized Fractional CFO Service plan.

The cost to hire a full-time CFO can range from $75,000 to over $200,000 per year. You can obtain our CFO Services at a fraction of this cost and still receive all the benefits of professional CFO expertise.

If you have a growing business our Fractional CFO Services are an ideal solution to outsource the day-to-day accounting, bookkeeping, tax compliance and overall financial management requirements for your business. Our affordable pricing plans make a Fractional CFO an attractive, viable option that will save you thousands of dollars per month compared to hiring a full-time CFO. We work with all types of businesses in all industries. Some of the services we include are outlined below:

• Monthly, Quarterly and Annual Financial Statement Preparation (Complete Monthly Financial Statements Including Balance Sheet, Income Statement, Budget to Actual Comparison, KPI Analysis, Cash Flow Statement and More)
• Tax Planning (We Will Help You Reduce and Minimize Your Business Income Taxes)
• Business Income Tax Return Preparation (Accurate, Professional Business Income Tax Return Preparation and Compliance)
• Bank Account Reconciliations (We Will Reconcile All Business Checking and Savings Accounts)
• Credit Card Reconciliations (We Will Reconcile All Business Credit Card Accounts)
• Accounting for Loans and Lines of Credit (Accounting for Loans and Lines of Credit Can Be Hard – We Make It Easy)
• Accounting for Depreciation and Amortization (We Take Care of All Asset, Depreciation and Amortization Accounting)
• Email Support (Unlimited Email Support For All Accounting and Business Finance Matters)
• Phone Support (Unlimited Phone Support For All Accounting and Business Finance Matters)
• Sales Tax Return Preparation (We Prepare All Necessary Sales Tax Returns for Your Business)
• Virtual Meetings (On-Demand Virtual Meetings Available Any Time)
• Accounts Payable Assistance Processing and Management (Manage Vendor Bills, Coordinate Payments, Manage Vendor Balances)
• Accounts Receivable Processing and Management (Invoicing, Statements, Collections, Customer Payment Processing)
• Payroll Processing with Direct Deposit and Payroll Tax Deposits (Complete Payroll Processing, Direct Deposit and Payroll Tax Compliance for Unlimited Employees/Contractors)
• Cash Flow Management (We Will Analyze Cash Flow Requirements and Advise on Cash Flow Demands Every Month)
• 12 Month Forecasting (Our Proprietary Forecasting System Will Project Your Business Performance For The Coming 12 Months)
• Bank Relationships (We Will Manage Bank Relationships and Operate as a Central Point of Contact For Your Banking, Loan and Line of Credit Relationships)
• In Person Director’s Meetings At Your Location (In Person Meetings At Your Location)