Services

Fractional CFO and Controller services provide your business with executive-level financial leadership and strategic guidance on a part-time or as-needed basis. These aren’t just for large corporations; they are game-changers for businesses of any size, from startups to established enterprises.

● A Fractional CFO acts as your top financial strategist, focusing on high-level planning, growth opportunities, fundraising, and long-term financial health. They provide the strategic vision typically associated with a Chief Financial Officer.

● A Fractional Controller is responsible for the accuracy and integrity of your financial data. They ensure robust internal controls, precise financial reporting, compliance, and efficient operational finance. Together, they bring a comprehensive financial department to your doorstep, optimizing your financial performance, mitigating risks, and driving sustainable growth without the prohibitive cost of a full-time executive team.

Our services are designed to bring significant value to a diverse range of organizations and industries that need strategic financial expertise. This includes, but is not limited to:

● Growing Medical & Dental Practices: Gaining financial clarity, optimizing patient billing, and improving operational efficiency.

● Small to Mid-Sized Businesses: Accessing expert financial guidance to scale, improve profitability, and manage cash flow effectively.

● Entrepreneurs & Startups: Building a strong financial foundation from the ground up, with robust planning and capital allocation strategies.

● Non-Profit Organizations: Specialized support for fund accounting, grant management, compliance (including 990 filings), and ensuring financial transparency for mission-driven impact.

● Construction Companies: Managing complex project accounting, cost tracking, job costing, cash flow forecasting, and ensuring profitability on large-scale projects.

The advantage is clear: you get world-class financial expertise without the world-class salary, benefits, and overhead of a full-time executive. This makes our services incredibly cost-effective. Furthermore, our solutions are inherently scalable. Whether you’re a startup needing foundational financial processes, a growing company looking to optimize cash flow, or a mature business preparing for a major expansion or M&A, we customize our level of support to match your exact needs, evolving with you every step of the way.

Segregation of duties is absolutely critical – it’s a cornerstone of strong financial health and fraud prevention for any size of business or organization. By dividing financial responsibilities (e.g., authorizing transactions, recording them, and reconciling accounts) among different individuals, we eliminate single points of failure that could lead to errors, inefficiencies, or even fraud. We help implement robust internal controls tailored to your specific operations, ensuring that no single person has complete control over a financial transaction, thereby safeguarding your assets and ensuring financial accuracy.

Our team dives deep into your financial data to unearth opportunities for improvement. We work with you to:

● Develop realistic and actionable budgets and forecasts that align with your strategic goals.

● Identify and implement targeted cost reduction strategies across all operational areas.

● Analyze revenue streams and expenses to pinpoint areas for profitability enhancement.

● Proactively manage cash inflows and outflows to ensure optimal liquidity and stability, crucial for day-to-day operations and seizing growth opportunities. This comprehensive approach ensures you have the financial clarity to make informed decisions that directly impact your bottom line.

Our services are comprehensive, covering the full spectrum of financial management:

● Fractional CFO Services:

○ High-level financial strategy & long-term planning

○ Cash flow forecasting & advanced management

○ Profitability analysis & strategic growth planning

○ Fundraising & capital allocation guidance (e.g., for investors, grants, loans)

○ Mergers & acquisitions financial due diligence

○ Board & executive financial reporting and presentations

● Fractional Controller Services:

○ Accurate financial statement preparation & detailed analysis

○ Design and implementation of robust internal controls & compliance frameworks

○ Oversight of segregation of duties & comprehensive fraud prevention

○ Efficient month-end and year-end closing processes

○ General ledger management & reconciliation

○ Fixed asset management

○ Payroll oversight and optimization

Beyond core financial leadership, our business consulting services are designed to optimize your entire operational framework:

● Process Optimization & Efficiency Improvement: Streamlining workflows and enhancing productivity.

● Technology & Software Recommendations: Advising on and implementing financial and operational software solutions.

● Business Structure & Financial Planning Advice: Guidance on legal entity structures, tax implications, and long-term financial modeling.

● Operational Cost Reduction Strategies: Identifying and implementing tactics to lower overhead and operational expenses.

● Performance Measurement & KPI Development: Helping you track what truly matters for your business’s success.

Beyond core financial leadership, our business consulting services are designed to optimize your entire operational framework:

● Process Optimization & Efficiency Improvement: Streamlining workflows and enhancing productivity.

● Technology & Software Recommendations: Advising on and implementing financial and operational software solutions.

● Business Structure & Financial Planning Advice: Guidance on legal entity structures, tax implications, and long-term financial modeling.

● Operational Cost Reduction Strategies: Identifying and implementing tactics to lower overhead and operational expenses.

● Performance Measurement & KPI Development: Helping you track what truly matters for your business’s success.

By leveraging our fractional CFO and Controller services, you gain the expertise, oversight, and strategic insight typically only accessible to large corporations. This partnership translates to:

● Unparalleled financial clarity: Always knowing where your business stands.

● Data-driven decision-making: Making choices based on accurate and insightful financial analysis.

● Reduced financial risk: Implementing controls that safeguard your assets.

● Strategic growth: Having a financial roadmap to achieve your ambitious goals.

● More time for your core business: Focusing on your passion while we handle the complexities of your finances.