Solutions We Offer

A fractional CFO offers a flexible solution tailored to the unique needs of your business. Whether you're grappling with financial complexity, strategic planning initiatives, or cash flow management, a fractional CFO can provide targeted support where and when it's needed most.

We understand that every financial situation is unique. That's why our team of experienced strategists are dedicated to providing tailored tax strategies designed to minimize your tax liability and maximize your savings.

Budgeting & Forecasting sets targets for income and expenditure. We can help you with budgeting and forecasting by setting revenue and expense targets based on your business goals for a month, quarter, or year.

Cash Flow Management tracks money coming in and out of your business. We analyze your cash flow changes to detect high overhead expenses, slow-paying invoices, excess inventory, bad debts, and out-of-sync credit terms.

Financial reporting is the big picture of a company’s performance over a specific period. It provides insight to banks, investors, and regulators to approve loans, lines of credit, and other purposes. We prepare and generate your financial reports in compliance with GAAP guidelines.

Management reporting is essential for the growth and success of your business. We focus on the specific areas of your business, providing insights into the details of operations and helping you with strategic decision-making.

We offer payroll setup, management, tax filing, garnishments, and benefits administration in compliance with legal requirements. We also help with business administrative functions like filing Business & Occupational Excise tax, renewing licenses, and more.

Accounting and bookkeeping are essential functions of and for your business. We work with you to improve and maintain financial accuracy, process time, and user error through automation and online accounting.

Data analysis and metrics set the stage for growth. We help determine short- and long-term goals by analyzing monthly, quarterly, and annual financial reports with data interpretation and charts.

Systems training and consultation lead to improved processes and more efficient and practical work. We provide accounting setup and training on bookkeeping and financial management to meet your business's needs and produce measurable results.