Fractional CFO
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.
Investment begins at $3,500 per month
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.
A Message From Keila
ABOUT FRACTIONAL CFO
Curious about our Fractional CFO service? Let's dive in! This quick video offers a glimpse into what this package entails, how we can support you, and why it's a game-changer for your business.
THE PACKAGE
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.
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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.
Bookkeeping
We've got the numbers covered! All transactions will be categorized accurately on a weekly basis.
Reporting
We'll collect and consolidate all of your financial data into concise and easy to read monthly reports.
Projections
Set budgets and dynamic forecasting, with key performance indicators to better help predict the future.
Data Analysis
We shine the light on your monthly numbers and discuss strategies that will maximize the growth of your business.
Taxes
We manage all of your estimated and annual tax filings, and all associated payments.
Advisory Support
We'll provide advisory support for tasks you will manage such as invoicing, payments, and payroll.
Our Promise
PERSONALIZED SERVICE
Tailored financial solutions and attentive support to meet your unique needs.
TRUSTED EXPERTISE
Experienced accountants dedicated to delivering accurate, reliable, and up-to-date financial advice.
PROACTIVE GUIDANCE
Proactive strategies to optimize your financial health and minimize tax liabilities.
CLEAR COMMUNICATION
Transparent and clear communication at every step to ensure you understand your financials.
CLIENT-CENTERED APPROACH
Putting your goals and priorities first, with a commitment to building lasting relationships based on trust and integrity.
TIMELY RESPONSES
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.
CONTINUED SUPPORT
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
Meet Melanie
Morning person or night owl?
Night owl, but the way my schedule is setup...LOL!
Dream Vacay?
Anywhere with an incredible view and no spiders.
Superpower?
To do complex math in my head very quickly.
