Your Strategic Financial Partner: Expert Part-Time CFO Services

Is your business growing rapidly, but you’re not quite ready for the significant investment of a full-time Chief Financial Officer? We offer Part-Time CFO services designed to provide strategic financial leadership, advanced analysis, and proactive guidance to help your company optimize performance and scale efficiently. Get executive-level expertise precisely when and how you need it.

Virtual CFO

Results That Exceed Expectations

Of Our Clients Realize Immediate Efficiency Gains and Cost Reductions
1 %
Of Our Clients Realize Increased Revenues Within One Year
1 %
Of Our Clients Generate Increased Net Profits within one year
1 %

Ready To Save Time and Grow Your Business?

Why a Part-Time CFO?

Many growing businesses reach a point where they need more than just bookkeeping – they need strategic financial direction. However, hiring a full-time CFO can be cost-prohibitive. A Part-Time CFO from our team offers the perfect solution by helping you:

  • Improve Profitability & Cash Flow: Identify key drivers of revenue and expense, optimize working capital, and enhance overall financial health.
  • Strategic Planning & Forecasting: Develop robust budgets, accurate financial forecasts, and long-term financial models to guide future decisions and growth.
  • Access High-Level Expertise: Gain insights from experienced financial professionals without the overhead of a full-time executive salary, benefits, and office space.
  • Enhance Decision-Making: Receive clear, actionable financial reports and analysis that translate complex data into strategic insights for informed business choices.
  • Prepare for Growth & Investment: Position your company for scaling, secure funding, or navigate mergers and acquisitions with solid financial foundations.
  • Risk Management: Identify and mitigate financial risks, ensuring compliance and safeguarding your assets.
  • Bridge the Gap: Fill the void between basic accounting and executive-level financial strategy as your business evolves.
Virtual CFO

Ready To Skyrocket Your Company's Performance?

How Our Part-Time CFO Services Work

We integrate seamlessly with your existing operations to become a vital part of your leadership team. Our process is collaborative and tailored:

  1. Needs Assessment: We start by thoroughly understanding your business model, current financial state, growth objectives, and specific challenges.
  2. Customized Engagement: Based on your unique requirements, we define the scope of services, whether it’s a few hours a week, specific projects, or ongoing monthly strategic reviews.
  3. Proactive Financial Leadership: We provide ongoing financial analysis, performance reporting, and strategic recommendations, acting as your trusted financial advisor.
  4. Hands-On Oversight: Brian Hogan, our CEO, personally oversees every client relationship, ensuring high-touch, executive-level financial insight and a truly tailored partnership.
  5. Actionable Insights: We translate complex financial data into clear, easy-to-understand information that empowers you to make smarter business decisions.

Integrate With a Flexible Part Time CFO Service That Uses The Technology You Use

Boost Performance and Improve Profitability!

Our Part Time CFO Services Include

Virtual CFO & Accounting Services

Accounting & Bookkeeping

Complete management of all accounting and bookkeeping functions including your internal team (if needed). 

Complete Financial Management

Comprehensive financial management provided by a dedicated, highly-experienced part-time CFO team.

Virtual CFO Service

Customized Financial Reporting & Analysis

Extensive, fully customized financial reporting, KPI reporting, financial planning, and analysis.  

Accounting & Bookkeeping Services

Profitability Analysis and Improvement

Improve your profitability with customized analysis by service, by product, or both.

Virtual CFO & Accounting Services

Advanced Cash Flow Management

Your cash flow will be expertly managed with customized forecasting.

Strategic Planning & KPI Monitoring

Strategic planning customized for your business with KPI monitoring.

Funding & Capital Raise Support

Our team will assist with all funding rounds and provide support for capital raises. 

Virtual CFO & Accounting Services

Budgeting & Performance Analysis

We will develop budgets and monitor for performance vs actual results.

Financial System & Software Optimization

Our team will ensure your financial systems and software are optimized for peak performance.

Accounting & Bookkeeping Services

Merger, Acquisition, and Expansion Planning

Expert assistance with mergers, acquisitions, expansion planning, and forecasting.

Professional Support & Client Service

A team of dedicated business finance and accounting professionals will be ready to help you and provide support on demand.

Tax Compliance & Management

We will manage all tax obligations and provide effective strategies to reduce your income tax obligations.

Why Choose Us For Your Part Time CFO Needs?

  • Executive-Level Experience: Our team brings years of high-level financial expertise, ready to apply proven strategies to your business.
  • Cost Efficiency: Access strategic financial leadership at a fraction of the cost of a full-time CFO.
  • Tailored Solutions: We don’t believe in one-size-fits-all. Our services are customized to meet your specific industry, growth stage, and financial requirements.
  • Personalized Partnership: You benefit from the direct oversight and hands-on involvement of Brian Hogan, our CEO, ensuring a dedicated and expert experience.
  • Focus on Growth: We are dedicated to helping your business not just survive, but thrive and achieve its full financial potential.

STOP LOOKING AT YOUR BUSINESS THROUGH THE REAR VIEW MIRROR

Traditional accounting firms focus on historical financial performance. Our part time CFO service focuses on the future by leveraging the power of historical data with modern tools and analytics. The result: we can identify what has happened, what will happen next and what we can do as a team to shape and shift the performance of your business.

A Part-Time CFO, also known as a fractional or outsourced CFO, provides strategic financial leadership and high-level financial guidance to a company without the commitment or cost of a full-time, in-house executive. While a full-time CFO is an employee dedicated solely to one company, a Part-Time CFO typically serves multiple clients, offering their expertise for a set number of hours per week or month, or on a project basis. This allows businesses to access executive-level financial insight and strategic planning precisely when and how they need it, at a fraction of the cost.

The cost of our Part-Time CFO services is significantly lower than hiring a full-time CFO. A full-time CFO typically commands a six-figure salary, plus benefits, bonuses, and overhead costs. With our Part-Time CFO services, you pay only for the expertise and time you utilize, making it a highly cost-effective solution. This allows you to reallocate resources to other critical areas of your business while still benefiting from top-tier financial strategy.

The time commitment required from your business for a Part-Time CFO engagement is flexible and customized to your needs. After an initial assessment, we define the scope of services, which could range from a few hours per week for ongoing oversight to project-based engagements for specific initiatives like fundraising or M&A. Our goal is to integrate seamlessly into your operations with minimal disruption, primarily requiring access to financial data and key personnel for strategic discussions.

The impact of our Part-Time CFO services can often be seen quite quickly. Clients typically experience clearer financial reporting, improved insights into key performance indicators, and a more strategic approach to cash flow within the first 60-90 days. More substantial results, such as significant improvements in profitability or the successful implementation of new financial strategies, often become evident within 3 to 6 months as we work collaboratively to refine and execute our plans.

START USING HISTORICAL DATA TO PREDICT FUTURE PERFORMANCE

Start leveraging the power of CFO level expertise, historical data, and modern analytics to improve your company’s performance.

Virtual CFO

CRITICAL PROBLEMS WE WILL SOLVE

WHAT MAKES US DIFFERENT?

What makes our fractional CFO solution different than others? A team with extensive multi-industry experience. A dedicated team approach and a technology-oriented focus set us apart from the rest.

Experience

Each team member has a minimum of 10 years experience in management accounting and business finance.

Dedicated Team

You receive a dedicated team of CFO, accounting and business finance experts. We are not a staffing agency like some CFO firms.

Technology

We use the latest technology and our tech stack likely rivals your own. We can adapt to any technology you are using.

Service & Support

Our approach to service is simple. The customer is always right. We are known for providing award winning service and support.

Virtual CFO Service

GIVE US A CHANCE AND OUR PART TIME CFO TEAM WILL EXCEED YOUR EXPECTATIONS

We offer several part time CFO service plans with price points designed for all growth stages. All plans include critical accounting, bookkeeping, financial management, tax, and strategic advisory services to help your business grow. We operate as an extension of your team to provide comprehensive financial management and strategic guidance.

PART TIME CFO PLANS FOR SCALING GROWTH

Startup

$475/month
  • Review & Record All Monthly Business Transactions
  • Bank, Credit Card & Loan Account Reconciliations
  • Monthly Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement, Budget to Actual Comparison)
  • Monthly Performance Reports & KPI Analysis
  • Financial Planning & Analysis
  • Tax Planning
  • Business Tax Return
  • Email and Phone Support
  • Annual 1099 Preparation
  • Sales Tax Return Preparation
  • Virtual Meetings
  • 12-Month Forecasts
  • Customized Projections, Planning and Analysis
  • Accounts Payable Management
  • Accounts Receivable Management
  • Payroll Processing and Payroll Tax Compliance
  • Cash Flow Management
  • Bank Relationships
  • In Person Director's Meetings At Your Location

Growth

$1,100/month
  • Review & Record All Monthly Business Transactions
  • Bank, Credit Card & Loan Account Reconciliations
  • Monthly Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement, Budget to Actual Comparison)
  • Monthly Performance Reports & KPI Analysis
  • Financial Planning & Analysis
  • Tax Planning
  • Business Tax Return
  • Email and Phone Support
  • Annual 1099 Preparation
  • Sales Tax Return Preparation
  • Virtual Meetings
  • 12-Month Forecasts
  • Customized Projections, Planning and Analysis
  • Accounts Payable Management
  • Accounts Receivable Management
  • Payroll Processing and Payroll Tax Compliance
  • Cash Flow Management
  • Bank Relationships
  • In Person Director's Meetings At Your Location

Established

$2,125/month
  • Review & Record All Monthly Business Transactions
  • Bank, Credit Card & Loan Account Reconciliations
  • Monthly Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement, Budget to Actual Comparison)
  • Monthly Performance Reports & KPI Analysis
  • Financial Planning & Analysis
  • Tax Planning
  • Business Tax Return
  • Email and Phone Support
  • Annual 1099 Preparation
  • Sales Tax Return Preparation
  • Virtual Meetings
  • 12-Month Forecasts
  • Customized Projections, Planning and Analysis
  • Accounts Payable Management
  • Accounts Receivable Management
  • Payroll Processing and Payroll Tax Compliance
  • Cash Flow Management
  • Bank Relationships
  • In Person Director's Meetings At Your Location

Venture

$4,000/month
  • Review & Record All Monthly Business Transactions
  • Bank, Credit Card & Loan Account Reconciliations
  • Monthly Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement, Budget to Actual Comparison)
  • Monthly Performance Reports & KPI Analysis
  • Financial Planning & Analysis
  • Tax Planning
  • Business Tax Return
  • Email and Phone Support
  • Annual 1099 Preparation
  • Sales Tax Return Preparation
  • Virtual Meetings
  • 12-Month Forecasts
  • Customized Projections, Planning and Analysis
  • Accounts Payable Management
  • Accounts Receivable Management
  • Payroll Processing and Payroll Tax Compliance
  • Cash Flow Management
  • Bank Relationships
  • In Person Director's Meetings At Your Location

Enterprise

$7,750/month
  • Review & Record All Monthly Business Transactions
  • Bank, Credit Card & Loan Account Reconciliations
  • Monthly Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement, Budget to Actual Comparison)
  • Monthly Performance Reports & KPI Analysis
  • Financial Planning & Analysis
  • Tax Planning
  • Business Tax Return
  • Email and Phone Support
  • Annual 1099 Preparation
  • Sales Tax Return Preparation
  • Virtual Meetings
  • 12-Month Forecasts
  • Customized Projections, Planning and Analysis
  • Accounts Payable Management
  • Accounts Receivable Management
  • Payroll Processing and Payroll Tax Compliance
  • Cash Flow Management
  • Bank Relationship Management
  • In Person Director's Meetings At Your Location

Ready to Transform Your Company's Financial Future?