Services

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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Frequently Asked Questions About Fractional CFO Services

Here are answers to the questions we hear most often from business owners exploring fractional CFO services for the first time.

A fractional CFO is an experienced Chief Financial Officer who works with your company on a part-time or contract basis. You get senior-level financial expertise — budgeting, forecasting, cash flow management, financial reporting, and strategic guidance — without hiring a full-time CFO. The fractional model is ideal for startups and growing businesses that need real financial leadership but aren't ready for the cost of a full-time executive hire.

A bookkeeper records your transactions and keeps your books accurate. An accountant handles tax compliance and historical reporting. A fractional CFO goes a level above both — using your financial data to guide forward-looking decisions about growth, cash flow, profitability, and strategy. Expert Fractional CFO provides all three functions, which means your financial reporting, tax strategy, and business planning are always aligned.

Most businesses benefit from a fractional CFO once they reach around $500K–$1M in annual revenue. Key signals that it's time: your financials have outgrown your bookkeeper's capabilities, you're preparing for a fundraising round or business sale, you need to manage increasingly complex cash flow, your tax burden is rising and you're not sure if you're managing it optimally, or you want monthly financial reporting that actually helps you make decisions.

Fractional CFO services typically range from $2,000 to $10,000 per month depending on scope, company size, and hours required. This compares to $200,000–$400,000 per year for a full-time CFO. Expert Fractional CFO offers straightforward, monthly-fee engagements tailored to the size and needs of your business — contact us for a free consultation and a custom quote.

We work with startups and growing small businesses across a wide range of industries, including technology, ecommerce, software, biotech, hardware, professional services, real estate, and manufacturing. If your business is generating between $500K and $50M in annual revenue and needs financial structure and strategy, we can help.