Key Benefits:
- Financial Bookkeeping
- Operational Efficiency
- Budgeting and Forecasting
- Growth Strategy
Hiring a fractional CFO means that you can “hire” as much of a Finance Department as you need as your business grows. Flexibility is what we offer you.
We will focus on the books and where to invest resources most efficiently, while you can focus on growing your business and living your life!
A Finance Department for Any Size Business
Our comprehensive suite of professional services fits every level of your reporting needs.
Bookkeeping Services
Categorizing expenses in the most tax-friendly way, reconciling banking and credit card statements, sending and reviewing financial reports, and recording payments.
Financial Coaching
Scheduled, set aside time each month for review of financials, analysis of performance, and recommendations for increased profitability.
Continual Operational Improvement
Available for questions at any time, with systems and processes to allow for more flexibility and efficiency.
Financial Planning & Analysis (FP&A)
We provide monthly assessments of your business’s financial health and will forecast future performance to support informed decision-making and strategic growth.
Cash Flow and Investment Management
We will track and optimize the inflow and outflow of cash to ensure liquidity, while investment management involves selecting and overseeing investments to meet financial goals and maximize returns.
Budgets & Variance Analysis
We create and monitor expected revenues and expenses over a specific period, while performing variance analysis on actual financial performance against the budget to identify discrepancies and assess organizational efficiency.
Full CFO Suite
Categorizing expenses in the most tax-friendly way, reconciling banking and credit card statements, sending financial reports, sending invoices, bill payments, payroll services, HR services, attending meetings, board meeting reports, and recording payments and transfers.
Chief Financial Officer Attention
Scheduled, set aside time each month, as well as on-call consultancy for review of financials, operations, and projections. Can attend meetings and review as needed.
Key Performance Indicators (KPI’s)
We will work to come up with and track the Key Performance Indicators (KPI’s) of your specific business relative to your industry as a baseline to measure progress towards your goals.
