Advisory & Fractional CFO Services

 Business owners who want ongoing financial guidance, not just year-end tax filings. 

 Companies experiencing growth, cash flow pressure, or operational complexity. 

 Owners who need financial clarity for decision-making, lenders, or investors. 

 Businesses not ready for a full-time CFO but needing senior-level oversight 

•  Financial strategy & forecasting 
•  Cash flow planning and management 
•  Budgeting and performance monitoring 
•  Monthly or quarterly financial reviews 
•  KPI development and analysis 
•  Tax-aware financial planning 
•  Coordination with bookkeeping & tax compliance 
•  Lender or investor financial support 
•  Entity and compensation planning support 

1. We will review financials, tax structure, and current operations.
2. Develop financial strategies aligned with business and tax goals. 
3. Provide ongoing CFO-level oversight with regular check-ins and reporting.
4. Adjust and refine strategies as your business evolves. 

 Unlike generic consulting firms, our advisory services are grounded in accounting accuracy and tax awareness. Every recommendation is evaluated through both a financial and tax lens—helping clients avoid costly mistakes while planning for sustainable growth. 

Key advantages: 

•  CPA-owned and professionally led 
•  Tax-aware decision support 
•  Practical, business-focused guidance 
•  Clear communication and accountability 

Fractional CFO services are provided on a monthly retainer basis and customized to each client’s needs. Engagements may include scheduled on-site or virtual time, recurring meetings, and ongoing strategic support.