Providing businesses with sound financial advice

We offer the best Fractional CFO services and tax preparation for growing businesses.

About

Practical Financial Advice You Can Count On

The Expert Fractional CFO Firm provides financial expertise and years of experience for the financial back office for startups and rapidly growing small businesses. We specialize in bookkeeping, income tax preparation, CFO services, accounting automation and reducing tax liabilities by utilizing client specific tax strategies and are focused on delivering a customer experience of unparalleled quality.

What we do

CFO Services Solutions

We provide comprehensive CFO services to provide your company with sound financial advice.

Bookkeeping

We provide accurate and timely bookkeeping services in addition to full cycle accounting support, so your company has sound financial reporting to drive your business decisions.

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CFO Services

We provide cost-effective, outsourced CFO services to set your growth trajectory for what’s next and to help you take your company to the next level. Whether you need budgeting, forecasting or general strategic CFO insight, our team has the experience to assist your company.

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Payroll & HR

You’re growing. Soon you’ll be hiring more staff and with that comes more time spent on payroll tasks. It can be a time-consuming process. Instead, hand your payroll management over to our dedicated payroll professionals for accurate and hassle-free management.

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A/P & A/R Automation

Most businesses are wasting around 10 to 15 hours a month with manual accounting processes. We implement smart technology to streamline your accounting processes and gain operational efficiencies.

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Income Tax Preparation

As your outsourced accounting and CFO firm, we know the ins and outs of your business and can maximize deductions and implement tax strategies to reduce your potential tax liabilities.

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R&D Tax Credit

Does your business incur research and development costs in the US? Then you may be able to claim a sizable tax credit of up to $250,000 or more. Businesses across many industries can qualify for the R&D credit – including technology, ecommerce, bio-tech, hardware, and more.

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Cost Segregation

Cost Segregation is an application by which commercial property owners can accelerate depreciation and reduce the amount of taxes owed. This savings generates substantial cash flow that owners often use to reinvest in their business.

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As a small business owner with many responsibilities, The Expert Fractional CFO Firm has been invaluable to our company. They have kept us organized and on track with our finances so we can focus on what we do best.