A fractional CFO will help you:
Plan ahead with cash flow forecasting and budgeting.
Gain CFO-level insights without the investment of a full-time hire.
Improve your profitability and optimize your operations.
Expert Financial Insights with Our Fractional CFO Package
Gain Financial Clarity for your Service- -Based Business
Get the Strategic Financial Guidance of a CFO—Without the Full-Time Price Tag
Your business is growing, and that’s great news! But with business growth comes growing pains: cash flow issues, risk assessment and mitigation, or difficulty scaling operations. These can leave your business vulnerable. You’ve worked too hard to let that happen. You need a high-level financial guide to help your business thrive. . But hiring a full-time CFO is expensive.
Fortunately, there is another option. With our Fractional CFO services, you get the expertise of a CFO at a fraction of the cost—to help you plan, optimize, and make data-driven financial decisions.
What’s Included in our Fractional CFO Services?
✔ You or your internal staff will work 1:1 with an Expert Bookkeeping Team member
✔ Cash or Accrual Basis Accounting, depending on the needs and circumstances of your business
✔ Daily Bookkeeping
✔ Monthly Account Reconciliation
✔ Monthly Financial Statements
✔ Annual 1099 Filing
✔ Accounting Software Chart of Accounts Tuneup & Maintenance
✔ Accounts Payable & Receivable Management
✔ Payroll Management
✔ Cash Flow Forecasting
✔ Annual Budgeting
✔ Operational Support & Compliance
📍 Starting at $3,000/month
Schedule a call with us to get started and see if it’s a good fit for you!
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Testimonials
I highly recommend Dragana Zertuche as an exceptional financial professional. She expertly manages bookkeeping, fosters strong teamwork, and trains others with patience and skill. Her seamless transition of our system to accrual accounting improved financial transparency and decision-making. Dragana is a true asset to any organization.
FAQ
I don’t fully understand how a fractional CFO can help my business?
A fractional CFO helps you make sense of your financials, plan for growth, and maximize profitability—without the cost of a full-time hire. If you’re facing cash flow challenges, scaling pains, or financial uncertainty, a fractional CFO provides the strategic insights you need.
Is it a lot of work to switch bookkeepers?
We make transitioning seamless and stress-free. We’ll take care of the onboarding process, review your existing financials, and set up systems that work for you—so you can focus on your business without disruption.
What about securing my information? I don't want to hand over my financials to a stranger.
Trust and confidentiality are at the core of what we do. We operate with absolute transparency and security, ensuring that your financial data is handled with care, accuracy, and discretion—just like if it were our own business.