Fractional CFO Services
High Quality Financial and Accounting Advise – Contract CFO Services
Fractional CFO Services with transparent pricing demonstrate why you are better off with a few hours each week from a senior and knowledgeable CPA than you are relying upon your receptionist or a junior bookkeeper for your accounting needs. Most business owners know they need a CFO but don’t want to invest in senior talent for a non-revenue-generating position. Using fractional CFO services, small businesses like yours can get financial leadership at an affordable price by only using the contract CFO services that they need. People wrongly assume that real advice is unaffordable to their business, which is why we are publishing our contract CFO pricing — so we can be 100% open and honest.
Starter - Compliance
- Payroll and Monthly Books
- Quarterly Compliance
- Semi Annual Tax Planning
- Annual Tax Returns
Fractional Controller
- Weekly Bookkeeping
- Cash Allocation Strategy
- Monthly Financial Statements
- Quarterly Reviews
Fractional CFO
- Daily Transaction Imports
- Weekly Cash “Tie-Outs”
- Weekly Reports of KPIs
- Monthly KPI Driven Strategy
Consistent Monthly Contract CFO Pricing
Instead of one extensive annual tax prep and accounting bill, with Fractional CFO Pricing programs, you have one consistent monthly bill to cover all your accounting and financial needs. Our team keeps your books up to date so we can have an intelligent high-level discussion each month based on real data. You know that you should make data-driven decisions requiring accurate and up-to-date information.
Our Fractional CFO service is around developing and monitoring KPIs (Key Performance Indicators) that grow your business.
Real “Big Company” Finances
At Small Business Fractional CFO Pricing
Suppose your business is starting to assemble an executive team but can’t afford senior people in all positions. Using our contract CFO pricing, you can direct your payroll toward revenue-generating positions while still professionalizing your business.
We know that Fractional CFO is a temporary solution, and we are here to help you grow to the point that you are ready to fill your CFO position full-time. We love watching our clients grow and are prepared to support you along the way. Just like we offer transparent Fractional CFO pricing, we also have transparent outsource accounting pricing for clients that need specific accounting support.
Growing Sophistication for a Growing Firm
This option is ideal for clients with established or growing businesses looking to implement effective systems. For smaller companies, we offer Profit First, a simplified financial system that fosters financial discipline for owner-operators. As your business expands and managers gain budget authority, our Fractional CFO services become essential for informed decision-making.
As a Fractional CFO client, we’ll keep your financial records up to date, allowing for regular KPI reviews. We’ll help you track marketing metrics like Revenue Per Client (RPC) and Cost of Acquiring a Client (CAC), along with sales and operational KPIs tailored to your needs.
By integrating CFO services with outsourced accounting, your Profit and Loss statement will serve as a reliable tool for evaluating your business and achieving new milestones.
Fractional CFO Pricing, Contract CFO Services
Our Fractional CFO services help mid-sized companies transition into major players. As businesses grow, outdated accounting systems become a challenge, and hiring a full-time CFO may not be feasible. If you’re ready to make data-driven decisions on KPIs without overspending on finance personnel, we’re here to help.
Our CPA firm offers a comprehensive accounting and finance department for the cost of a senior bookkeeper or junior accountant. With transparent pricing, we’ll establish a fully outsourced accounting department tailored to your needs. While you handle invoicing, we’ll streamline your bill payments and implement a purchase order system.
We customize our services to track your KPIs, and Bette will meet regularly with your leadership team—whether that’s a few members or just you and your dog—to support your growth and help you reach the next level.
Who Needs a Fractional CFO?
Service businesses with $750,000 in revenue or product businesses with $1,500,000 or more in sales have started to outgrow their early mom-and-pop systems. Owner-operated businesses without a management team can get by with the simpler Profit First program, but more complex organizations may want to start putting real systems earlier. If you need to get financial information to decision-makers in real time, Fractional CFO services give you the tools to make the same data-driven decisions your bigger competitors need.
As your business grows, small changes can have a big impact. A 10% improvement at a $1,000,000 company is now $100,000, while you’d ignore such a small improvement when you were starting out. Using us for contract CFO services lets you find those improvements without adding multiple 6-figure employees to acquire finance talent.
How Are Fractional CFO Services Different From Outsourced Accounting?
Fractional CFO services are a key part of our Finance as a Service (FaaS) and Accounting as a Service (AaaS) offerings, delivering strategic financial leadership without the cost of a full-time hire. While outsourced accounting handles basic bookkeeping, a fractional CFO provides the expertise to analyze your Key Performance Indicators (KPIs) and support data-driven decisions.
As your business grows, relying on simple bank balances isn’t enough. A fractional CFO offers regular performance updates, expense tracking tools, and valuable benchmarks, ensuring you have the insights necessary for sustainable growth. If you’re looking for strategic support to enhance your financial decision-making, consider our fractional CFO services.
What is the ROI – Return on Investment – of this program?
Every business is different, but generally, the ROI is a mixture of cost savings and revenue growth. You should recover 50%-70% of the program’s costs by reducing expenses related to your existing accounting systems. The rest of the ROI will be from cost savings we’ll identify in your business and revenue growth from better decision-makers. We’re not doing our job if your profits don’t increase by at least what you pay us (a 200% return).
Fractional CFO Services FAQs
What is a Fractional CFO?
A part time senior finance leader who provides strategy, models, budgets, and board level reporting. You get CFO expertise a few hours per week without a full time hire.
Who is this service best for?
Growing small and mid sized businesses, funded startups, professional practices, and real estate operators that need financial leadership, clean reporting, and cash clarity.
How is a Fractional CFO different from a controller or bookkeeper?
Bookkeepers record transactions. Controllers close the books and enforce controls. A CFO drives strategy, pricing, forecasts, KPI design, capital planning, and investor or lender relations.
What problems do you solve first?
Cash flow predictability, accurate monthly close, gross margin and pricing, budget versus actual variance, runway, debt planning, and a simple dashboard leaders can trust.
What deliverables will I receive?
12 month budget and rolling forecast, cash model, KPI dashboard, monthly finance packet, variance notes, action list, and a 90 day plan for systems and process upgrades.
Do you help with fundraising or banking?
Yes. We build models, metrics, and lender or investor ready reports. We join key meetings, prepare sensitivity cases, and support diligence with clean schedules.
What is the cadence of meetings?
Weekly or biweekly working sessions, a monthly close review, and quarterly planning. Cadence adjusts to deadlines such as launches, audits, or raises.
How fast is onboarding?
Most clients launch in two to four weeks. Week 1 discovery, data, and goals. Week 2 baseline model and KPI draft. First month close and dashboard in weeks 3 to 4.
What software do you support?
QuickBooks Online, Excel or Google Sheets models, bill pay and expense tools, payroll platforms, and simple BI. We recommend a lean stack that automates routine work.
Do you replace my accountant or tax firm?
No. We collaborate. Your bookkeeper and controller handle entries and close. Your tax firm files returns. We lead strategy and connect the numbers to decisions.
Is pricing really transparent?
Yes. Packages are posted and tailored by complexity, entities, and reporting needs. You pay a fixed monthly fee, not an open ended hourly bill.
What is the ROI of a Fractional CFO?
Better pricing, stronger margins, fewer surprises, and faster decisions. Savings often come from cash timing, vendor terms, hiring plans, and avoiding bad projects.
Can you work remotely and outside Florida?
Yes. We serve clients nationwide using secure cloud tools and a client portal. On site visits are available when needed.
Do you help with multi state or international issues?
Yes. We plan for sales and use tax, apportionment, and currency or entity structure. We coordinate with your CPA for filings and compliance.
What if I am not ready for a CFO?
Start with Fractional Controller services. Once monthly close is reliable and KPIs are stable, you can add CFO hours for modeling, capital planning, and board reporting.
How do we get started?
Share your last three months of financials, payroll, pipeline, and goals. We scope the package, confirm a fixed fee, and begin with a kickoff and 90 day plan.