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FAQs
A Fractional CFO provides strategic financial guidance on a part-time basis, helping businesses with forecasting, budgeting, cash flow management, financial reporting, and profit optimization without the cost of a full-time CFO.
We work with cloud-based accounting platforms like QuickBooks Online and other modern financial tools. However, we do not support QuickBooks Desktop or other legacy systems.
No, we do not provide tax preparation or filing services. However, we can collaborate with your tax preparer to ensure accurate financial reporting and readiness for tax season.
We provide detailed profit and loss statements, cash flow statements, balance sheets, financial forecasts, budgeting plans, and customized reports tailored to industries like real estate, SaaS, restaurants, and home services.
Our services are designed for small businesses across various industries, including retail, professional services, construction, and more. We focus primarily on businesses with annual revenues between $1 million and $50 million. But if we had to pick a single industry that we know better than most it would certainly be anything related to real estate.
Our comprehensive cash flow management services include a 13-week rolling forecasts, accounts receivable optimization, and vendor payment strategies. We implement cash flow management systems that provide real-time visibility into your financial position, helping prevent cash shortages and identify investment opportunities. These services are essential for maintaining healthy working capital and ensuring your business can meet its financial obligations while pursuing growth opportunities.
Our financial forecasting services create detailed projections that help you make informed strategic decisions and secure funding. We develop scenario-based models that show best-case, worst-case, and most-likely outcomes for your business. These financial forecasting services include revenue projections, expense modeling, capital requirement planning, and business analysis. This forward-looking approach enables better resource allocation, risk management, and strategic planning for sustainable growth.
Unlike traditional accounting firms, we go beyond basic bookkeeping and tax services. We provide strategic business advice, financial forecasting, and analytics to help you grow and scale your business. We build our clients dynamic financial tools that help them see their business more clearly and enables them to make data driven decisions in real time. Additionally, we approach our CFO services using a holistic approach, meaning we look at the entire company when analyzing a business; not just past financial performance. We look forward into the future and not just rearward into the past.
A Fractional CFO helps businesses increase profitability, improve cash flow, create accurate financial forecasts, and develop strategic plans for growth. Whether you’re a restaurant owner, real estate investor, or SaaS startup founder, having a CFO ensures financial clarity and better decision-making.
We assist with financial modeling, investor presentations, loan proposals, and cash flow analysis to ensure businesses secure the right funding sources. Whether you are thinking of getting a line of credit, forming a syndication, finding investors through a Regulation D, Section 506 (b or c) offering, using crowdfunding, or using some other creative strategy, we can help.
Many small business owners struggle with thin profit margins, cash flow problems, and unpredictable revenue cycles. A Fractional CFO provides profitability analysis, expense optimization, and strategic financial planning to help businesses like restaurants, real estate firms, home service providers, SaaS startups, and professional services increase their bottom line. By implementing budgeting strategies, pricing optimizations, and cost control measures, we ensure your business is financially stable, scalable, and more profitable.
We help multi-unit business owners manage financial reporting across locations, improve operational efficiency, and optimize cash flow to scale successfully.
We create dynamic forecasts, can help manage job costing, and develop strategies for profit optimization to help HVAC, plumbing, and construction businesses scale profitably. Having the right operating systems and tools in place is essential to staying organized and scaling these businesses.
Common issues include seasonal cash flow fluctuations, inconsistent revenue, high labor costs, and inefficient budgeting. A CFO helps optimize cash flow and profitability.
We analyze customer lifetime value (LTV), churn rate, and subscription pricing models to help SaaS startups optimize recurring revenue streams. We special in profit optimization.
Marketing agencies should focus on client profitability reports, revenue forecasts, cash flow projections, and operational efficiency metrics. We help you see your business more clearly so you can make informed and timely data driven decisions.
If you’re constantly stressing about making payroll, covering expenses, or managing seasonal revenue fluctuations, you likely have a cash flow issue. Many small business owners make the mistake of focusing on revenue without properly managing expenses, invoicing cycles, and working capital. A Fractional CFO helps by implementing cash flow forecasting, expense tracking, and financial planning to identify gaps and prevent cash shortages before they happen. Regardless of the industry, we can help ensure steady cash flow and financial stability through providing insights and a plan of action moving forward.
Effective budgeting helps businesses allocate resources, plan for growth, and avoid financial pitfalls. Our financial planning and budgeting services ensure that home services businesses, multi-location franchises, and SaaS startups have a roadmap for profitability.
We use historical financial data, industry trends, and business-specific factors to create accurate financial forecasts that help homes services, restaurants, real estate companies, SaaS businesses, and more plan ahead.
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