Outsourced CFO Services Expert
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
