CFO Engagement

CFO Services

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Big company financial strategy. Small business budget.

Problems:

  • Making million-dollar decisions with incomplete data?
  • Can’t afford a full-time CFO but need the expertise?
  • Flying blind on cash flow and growth strategy?

Solutions:

  • C-suite financial leadership without the C-suite cost
  • Strategic guidance that scales your success
  • Part-time CFO. Full-time results

Get the financial leadership you need to scale

Feeling overwhelmed by financial decisions while trying to grow your business? We help you plan budgets, manage cash flow, and make strategic decisions with confidence. Think of us as your trusted financial partner in giving you clarity in every business move.

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Our Services

Accounting & Bookkeeping
CFO Services
Tax Services
Tax Planning
Tax Resolution

Our Fractional CFO Services

Growing fast but feeling financially overwhelmed? Most successful business owners excel at their craft but struggle with the financial complexities that come with growth. Cash flow, forecasting, and strategic planning can become bottlenecks rather than drivers of success.

What if you could access CFO-level expertise without the $100K+ commitment? Our fractional CFO services give you top-tier business leadership while keeping costs manageable. We step in to guide your business with clarity, strategy, and actionable insights.

Strategic Financial Leadership

As your fractional CFO, we help you optimize cash flow, improve profitability, make scaling decisions, secure funding with compelling financials, and build growth plans. We focus on the numbers so you can focus on growth that every financial decision is backed by expert guidance.

Immediate Results, Scalable Growth

Results are tangible and fast. Our clients typically see improved cash flow within 30 days and clearer growth pathways within 90 days. Perfect for businesses generating $1M–$50M, our services help move you beyond “gut feel” into systematic, data-driven financial leadership.

  • Strategic business guidance
  • Optimized budgeting and forecasting
  • Risk management expertise
  • Improved profitability insights
  • Scalable business planning
Services Plans – EACPA PRO

Choose the Plan That Fits Your Business

Features 1-starCFO Commitment 2-starCFO Connection 3-starCFO
Initial Strategy plan ✔ ✔ ✔
Implementation — Coach entrepreneur ✔
Financial Planning analysis & Forecasting Quarterly Monthly On-going
KPI Monitoring & reporting — ✔ ✔
Response 48 hours 24 hours ASAP during business hours
Stakeholder Communication — Lenders & Investors Coach + leadership team
Enterprise value monitoring — — ✔
Leadership development — Only for CEO CEO & Executive team
Family wealth planning — — ✔
M&A support — — ✔

CFO Connection

Service Package

  • CFO commitment: 8 hours Quarterly
  • ✔ Initial business plan
  • ✔ Financial Planning analysis & Forecasting (Quarterly)
  • ✔ Response (48 hours)
Get a free quote

CFO Engagement

Service Package

Everything Included in CFO Connection +

  • CFO commitment: 2 hours Weekly
  • ✔ Initial business plan
  • ✔ Implementation (Coach entrepreneur)
  • ✔ Financial Planning analysis & Forecasting (Monthly)
  • ✔ KPI Monitoring & reporting
  • ✔ Response (24 hours)
  • ✔ Stakeholder Communication (Lenders & Investors)
  • ✔ Leadership development (only for CEO)
Get a free quote

CFO Commitment

Service Package

Everything Included in CFO Engagement +

  • CFO commitment: 4 hours Weekly
Get a free quote
FAQs

Most Asked Questions About Our Service

A fractional CFO provides enterprise-level financial expertise at a fraction of the cost of a full-time executive. We help you build robust financial systems, create accurate cash flow forecasts, and develop key performance indicators that matter to investors. Beyond basic bookkeeping, we assist with fundraising preparation, investor reporting, scenario planning for growth, and strategic decision-making around pricing, hiring, and market expansion. You get C-suite financial leadership tailored to your stage and budget, allowing you to focus on what you do best while making data-driven decisions.

Cash flow management is often the difference between business success and failure, even for profitable companies. Our CFO services include implementing 13-week rolling cash flow forecasts, optimizing accounts receivable and payable cycles, and establishing credit facilities before you need them. We analyze your cash conversion cycle, identify seasonal patterns, and create contingency plans for various scenarios. For growing businesses, we also help structure customer contracts and payment terms to smooth cash flow while maintaining competitive positioning.

While property managers handle operational accounting, CFO services provide strategic oversight of your real estate portfolio. We analyze cash-on-cash returns, debt service coverage ratios, and market performance to guide acquisition and disposition decisions. Our services include portfolio-level cash flow forecasting, refinancing analysis, cost segregation study coordination, and 1031 exchange planning. We also help structure new acquisitions for optimal tax efficiency and cash flow, while providing regular performance reporting that helps you understand which properties drive the most value.

The best time to prepare for an exit is 2-3 years before you plan to sell. CFO services help “clean up” your financial statements, implement systems that demonstrate scalability, and optimize metrics that buyers value most. We assist with quality of earnings improvements, working capital optimization, and recurring revenue enhancement. Our pre-sale preparation includes management reporting systems, documented processes, and financial projections that give buyers confidence. This preparation often increases sale multiples by demonstrating that the business can operate successfully without the founder’s day-to-day involvement.

Bookkeepers record what happened; CFOs help you understand what it means and what to do next. While bookkeepers ensure accurate transaction recording, CFO services provide strategic analysis, forecasting, and decision support. We translate financial data into actionable insights about profitability by product line, customer acquisition costs, lifetime value analysis, and growth investment priorities. CFO services also include board reporting, investor relations, banking relationships, and strategic planning—the forward-looking activities that drive business value rather than just documenting historical results.