What You Can Expect From Your Partnership with Fractional CFO Solutions…

Services Fractional CFO Solutions Provides to You and Your Business

  • Confidentiality – Our client’s privacy is paramount to our success.  We value privacy, and we uphold the terms of our agreement which requires strict confidentiality.
  • Experience – Your company will benefit from the knowledge gained by our team of business and financial executives who individually have many years of experience in operational and financial roles at companies from start up to over a billion a year in revenue.
  • Flexibility – You choose what services you need and how often our services are needed and get a fixed price each month. Sales and cash flow planning are critical to a business’ success. Once we agree on your needs, our fees are fixed monthly to make budgeting easier.
  • Leadership – Rely on our advisors to be your “partner” serving to you to help guide, lead and act as an integral part of your executive team of your business.
  • Mergers and Acquisitions – with everything from financial modeling and operational analysis to sources of acquisition capital, Fractional CFO Solutions is your in house expert on this complicated process. We have handled acquisitions and mergers from a few million to hundreds of millions in both the private sector and in public companies.
  • Exit Strategy – most business owners hope to sell to a new owner when they are ready to retire. This can be a family member or another business. Finding the right person can be difficult. All too often, these plans fail because they rely on one option – finding someone who can afford to buy your business some day in the future. We help design a long term strategy to assure you meet your goals even if the business isn’t sold successfully.

What You Can Expect From Your Partnership with Fractional CFO Solutions…

  • Bookkeeping/Accounting Department Evaluation & Oversight
  • Financial and Bookkeeping/Accounting Policies & Procedures
  • Financial and Bookkeeping/Accounting Staff Evaluation
  • Merger and Acquisition Due Diligence
  • Balance Sheet & Management
  • Cash Flow Advisory and Reporting
  • Chart of Accounts Analysis
  • Financial Analysis & Reporting
  • Financial Dashboards
  • Financial Modeling
  • Budgeting and Key Indicators Analysis
  • Margin Analysis & Monitoring
  • Exit Strategy Planning for Business Owner
  • Monthly Financial Analysis
  • QuickBooks Cleanup & Training
  • Strategic Financial Planning
  • ERP Systems Design and Installation Assistance