Fractional CFO Services: Virtual & Outsourced CFOs

Discover the Benefits of Outsourcing CFO Services to a Fractional CFO

We provide high-level insights so you can focus on your business

Our fractional CFO services can bring a fresh perspective to your business’s financial strategy and help companies save money and increase profitability.

Let us collaborate with you to identify the key performance indicators (KPIs) essential to meeting your goals. Benchmarking critical metrics affords you insights for improvements with the most consistent financial impact.

As a stakeholder in your success, your outsourced CFO will analyze your financial reports for emerging trends, and which areas would benefit from increased focus and measurement. We aim to help you gain greater insight into your operations and offer strategic advice wherever possible.

Pricing Scalability

Fractional CFO Services Are a Cost-Effective Solution for Small Businesses

Pay only for the services you use

Hourly Rate Option: Our hourly rates are based upon the level of staff expertise required along with the volume of work.

A reserve account can be established to even out monthly bills.

Fixed Rate Option: Agreed upon virtual CFO services are billed at a fixed monthly amount.

Any services outside the scope of a fixed fee agreement are billed at hourly rates.

Flexible Payment Options: Services commence with a retainer amount equal to one month’s billable services.

Payments are due upon receipt of invoice.

Payments can be made via ACH, credit card*, PayPal* or by check.

* Service fees apply to these payment options.

Fractional CFO Services

Explore Your Options Today

As your fractional CFO, we will evaluate your books to help you better understand your current financial situation, and offer potential savings/growth strategies.

How We Can Help You

Our fractional accounting and virtual CFO business model allows you to pay only for the services you need and use – maximizing your performance while minimizing costs.

Exactly what growing firms want to do. Select your situation to explore more: Use our fractional accounting services to augment your existing talent. To illustrate, if you already have experienced bookkeepers and accountants:

Use our Controller services to oversee the implementation of your business plan, streamline your workflows, and ensure accurate reporting as needed
Use our fractional CFO services to build or refine your business plan and monitor the metrics essential to the growth of your firm as needed

Our fractional accounting business model allows you to pay only for what you need and use.

Use our outsourced CFO services to build or refine your business plan and monitor the metrics essential to the growth of your firm as needed
Use our Controller services to oversee the implementation of your business plan, streamline your workflows, and ensure accurate reporting as needed
Use our Bookkeeper and Senior Accountant services to handle your daily, weekly, and monthly accounting functions and manage progress as needed

Partnership Details

Account Management

To protect you, we:

Monitor your open bank, credit card, and investment accounts, providing account recommendations along the way
Verify that you have full access to all accounts opened in your name
Establish strong password protection across accounts

Bill Payments

To help maintain your financial health, we:

Develop a workflow that integrates your bank accounts, Quickbooks, Bill.com, ACH and other services to ensure bill payments are processed on time, every time
Approvals can be built into the bill payment process, as desired

Payroll

Full service payroll management including

Processing employee paychecks
Paying all state and federal taxes
Filing corresponding tax returns

Reconciliations

Each month, we:

Verify transactions are recorded in the correct accounts and have cleared the account
Identify any items which may require further research

Budgeting & Cost Analysis

To gain a more accurate understanding of your financial situation, we collaborate with you to:

Develop budgets & goals
Establish cost & revenue assumptions
Provide historical year-over-year trend analysis
Identify potential savings opportunities
Look for any questionable activities

Analytics & Reporting

We provide monthly financial statements and cash flow management information which includes:

A personalized model reflecting the month’s final numbers compared to budget expectations
Progress made against your cash balance goals
Income and expense analysis and insights

Additionally, we provide Executive-Level Financials & KPI Summaries which reveal where you are and where you’re heading.

Reporting can be made available to better fit your needs, whether it be by hard-copy, email, or online access at your convenience.

Foundations

We help with individually owned and operated foundations in the areas of:

Accounting
Financial Analysis
Administrative Support
CPA Coordination for Tax Planning & Advice

Insurance

Insurance needs vary wildly depending on your circumstances. To optimize your coverage, we:

Identify all current insurance policies held in your name
Identify the scope and coverage of these policies
Examine areas of potential exposure
Make recommendations based on these findings

Systems

Automated bill payments with client approval system
Centralized document management and cloud storage
Encrypted password management
Dedicated mail service management
Consolidated dashboard reporting
Secure, cloud-based analytics reporting