ADVISORY SERVICES TO HELP YOU STRATEGICALLY PLAN FOR YOUR BUSINESS
As your Fractional CFO, we'll go beyond preparing your financial reports. We'll translate your numbers into actionable steps you can take to meet your business goals and develop best practices to help you run your business more effectively with strategic support.
Fractional CFO is for you if...
Your annual business revenue is $400,000 or higher.
You want help making strategic decisions about the growth of your company.
You are ready to develop accounting and tax best practices, workflows and processes.
You are looking for someone to help you read and interpret financial statements.
You want to delegate bookkeeping and tax planning, estimates, and return filings to an expert.
What's included with Fractional CFO?
If you're looking for a partner to help you build out your processes and you're ready to delegate bookkeeping and tax filing responsibilities, our Fractional CFO package is perfect for you.
In our monthly meetings, we'll review your financials and provide actionable advice to run your business more effectively.
Investment begins at $3,500 per month
Dedicated Fractional CFO
You'll have support from our whole team, with one dedicated account manager to oversee your service every step of the way.
We've got the numbers covered! All transactions will be categorized accurately on a weekly basis.
We'll collect and consolidate all of your financial data into concise and easy to read monthly reports.
Set budgets and dynamic forecasting, with key performance indicators to better help predict the future.
We shine the light on your monthly numbers and discuss strategies that will maximize the growth of your business.
We manage all of your estimated and annual tax filings, and all associated payments.
We'll provide advisory support for tasks you will manage such as invoicing, payments, and payroll.
Tailored financial solutions and attentive support to meet your unique needs.
Experienced accountants dedicated to delivering accurate, reliable, and up-to-date financial advice.
Proactive strategies to optimize your financial health and minimize tax liabilities.
Transparent and clear communication at every step to ensure you understand your financials.
Putting your goals and priorities first, with a commitment to building lasting relationships based on trust and integrity.
Prompt and efficient responses to your inquiries and concerns, ensuring your peace of mind. We'll always get back to you within 24 business hours.
Ongoing support and guidance throughout the year, not just during tax season, to help you navigate changes and seize opportunities.
As your Fractional CFO, Melanie manages our monthly clients and services, acting as the main point of contact, providing advisory support, and ensuring you receive the best service possible.
YOUR FRACTIONAL CFO
Morning person or night owl?
Night owl, but the way my schedule is setup...LOL!
Anywhere with an incredible view and no spiders.
To do complex math in my head very quickly.