Fractional CFO | Audit & Accounting Strategy Services
Avoid the High Costs of Financial Mismanagement with Fractional CFO Services
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Starting a business is challenging, and managing your finances without expert guidance can quickly become overwhelming. Poor financial strategies, unclear policies, and inconsistent cash flow management are common struggles for new businesses—and they can lead to costly mistakes.
The Hidden Costs of Not Having a Fractional CFO
- Financial Drain: Mismanaged cash flow and poor financial decisions can lead to unnecessary expenses, missed opportunities, and even financial ruin.
- Mental Stress: The constant worry about whether your business is financially sound can take a toll on your mental health, leaving you drained and unfocused.
- Lost Time: Without a clear financial strategy, you spend more time putting out fires than growing your business.
- Compliance Risks: Navigating Insurance, tax requirements and financial regulations on your own can lead to costly errors and penalties.
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The Fractional CFO Packages
With my Fractional CFO services, you’ll get the strategic financial support you need to avoid these pitfalls, allowing you to focus on what you do best—growing your business. Choose from our three tailored packages to find the right level of support for your needs.
Gold Package
Comprehensive Financial Leadership
Ideal for businesses seeking full-scale financial leadership and strategy.
What’s Included:
- Full Financial Oversight: End-to-end management of all financial operations.
- Strategic Planning & Forecasting: Development and execution of long-term financial strategies.
- Monthly Financial Reviews: Detailed analysis and reporting on financial performance.
- Cash Flow Management: Optimized cash flow strategies to ensure financial stability.
- Investor Relations: Management of investor communications and reporting.
- Tax Compliance: Comprehensive tax compliance & Audit support.
- Unlimited Consultations: On-call support for any financial decisions or concerns.
- Bookkeeping: Designated Bookkeeper to organize & perform weekly accounting needs. (Average 10 hours a week)
Investment: $9550/month
Bronze Package
Foundation Financial Support
Designated for Businesses that need Financial Guidance & Support
What’s Included:
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- Financial Reporting: Preparation of essential financial statements.
- Budgeting Assistance: Help with setting up and managing budgets.
- Basic Cash Flow Management: Support to maintain a healthy cash flow.
- Monthly Check-ins: Regular consultations to review financial health.
- Compliance Support: Ensure your financial practices meet regulatory requirements.
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Investment: $3000/month
Silver Package
Enhanced Financial Strategy
Perfect for businesses that need strategic financial direction without the full scope of CFO services.
What’s Included:
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- Strategic Planning & Forecasting: Development and execution of long-term financial strategies.
- Quarterly Financial Reviews: Detailed analysis and reporting on financial performance.
- Monthly Financial Reports with Cash Flow Analysis
- Tax Compliance: Comprehensive Tax compliance & Audit support.
- Weekly Consultations: On-call support for any financial decisions or concerns.
- Bookkeeping: Designated Bookkeeper to organize & perform monthly accounting needs. (Average 10 hours a Month)
Investment: $5500/month
Custom Package
Every Company has unique Start-up and Ongoing Needs. Each Package has Additional Services that can be added to Enhanced the Services and Solve the Needs of your Growing Business.
Each Package is created for a 3 Month Term and re-evaluated to modify changing needs each quarter.
