Fractional CFO, Controller, and Accounting Support
Access Finance and Accounting Expertise on an as-needed basis
Our mission is to make companies stronger by providing fractional access to senior-level financial expertise.
How We Help You Succeed
Optimized Actionable Financial Reporting
Increasing shareholder value requires clear visibility into the potential levers that drive growth. Late or unreliable financial reports can hinder your decision-making process.
We will develop insightful reporting and key performance indicators for your internal and external stakeholders, including bankers, investors, and partners. Our team will give you the clarity needed to make informed, strategic decisions that drive your business forward and optimize value.
Navigate Compliance Complexities with Confidence
Compliance with regulations and tax filings can be overwhelming, especially if you have a complicated capital structure or operate in multiple locations. Our experienced team will ensure you meet all payroll, taxes, and banking requirements, providing peace of mind and safeguarding your business from potential audits, unnecessary delays, and the risks that accompany noncompliance.
Understand Your Position with Competitive Benchmarking
Knowing how your business compares to competitors is crucial for identifying areas of improvement. We help you understand where you sit today compared to your industry peers. This exercise informs business leaders about areas of opportunity and allows them to make decisions and course corrections that drive operational efficiency and increase shareholder value.
Increase value with Strategic Forecasting and Planning
We develop a well-defined one-year operating budget linked to a multi-year strategic forecast. This comprehensive approach prepares you to share forecasting with stakeholders, banks, boards of directors, potential funding sources, and valuation firms.
Additionally, we will create 13-week cash flow projections and a rolling quarterly view, ensuring you know exactly where your money is and your liquidity position. This empowers you to mitigate risk, manage cash flow effectively, and drive sustainable growth and value creation.
Fractional Finance and Accounting Services
Strategic
Strategic
- Capitalization & Fundraising
- Leadership & Financial Vision
- Corporate Planning & Structure
- Business Plan Assistance
- Investor & Board Support
- Corporate Governance
- Competitive Benchmarking
Transactional
Transactional
- Forecasting
- Timely Financial & Management Reporting
- M&A Due Diligence
- Filings & Support
- IPO Support
Operational
Operational
- Board & Management Reporting
- Ongoing Financial Reporting
- Daily Operations
- Payroll
- GAAP Compliance
- Month End Closes
- Audit Preparation
- System Selection and Implementation
Enhance Operational Excellence and Value with a Comprehensive v360™ Enterprise Value Roadmap
Making Companies Stronger for 28 Years
Pulse Survey Assessment
Not sure where to start? Discover valuable insights into your business with our Finance Pulse™ Survey Assessment. This quick, comprehensive tool empowers your strategic decisions by evaluating six key areas: Profitability and cash, Leadership, Infrastructure, Culture, People Matters, and Risk Management. You will receive a downloadable report at the end of the survey.
Frequently Asked Questions
Working with a fractional team should feel just like working with your own team. We engage as part time members of your team. We will work with you in the early days of the engagement to determine how best to fit into your preferred work style and be available to you. We often have a mix of onsite and virtual support with our engagements. We are always only an email or phone call away.
Costs vary based on the scope and complexity of the engagement. We prepare a detailed Statement of Work (SOW) outlining deliverables and a range of expenses for your approval. Invoices are issued bi-weekly to ensure transparency and manageability.
Yes. We assign a dedicated team of fractional resources who remain on your engagement throughout the duration.
If the consultant assigned to your project is not a perfect fit, we will address the issue promptly and will make the necessary changes at our expense to ensure you receive the best possible support.
We keep you informed through regular updates and our Quality Program, which includes memos outlining our deliverables, upcoming tasks, and any obstacles we encounter. You will also receive regular feedback from our market leadership to ensure your needs are being met.
Our staff are long-term vcfo W2 employees who are thoroughly vetted and regularly trained. We do not hire contractors or gig workers for our engagements. Our comprehensive recruiting process ensures that you work with a dedicated team of professionals who have the expertise and experience to support your business needs.
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Gene Cernan,
AstronautReady to Take the Next Step?
Schedule a consultation today to discover how we have helped over 6,000 companies achieve their financial objectives.