CFO Services

CPA-CFO is a long-term strategic business partner: Advising on strategy, driving real-time data analysis, and delivering comprehensive business intelligence. Let us accelerate your growth by keeping you focused on running your business without distractions.

With a fresh set of eyes and a strategic perspective our Fractional CFOs drive meaningful results where you need them most.

Why You Need a Fractional CFO

Pitch Decks & Investor Materials

Present your investors with an insightful picture of your business. Let our team help to share your vision.

Financial Models

Manage your capital runway, debt obligations, and ensure the ability to invest in new projects

Profitability Optimization

Identify opportunities to improve margins through granular analysis of channels, service lines, products, and more.

Acquisition Diligence

Prepare for your next transaction by letting one of our M&A experts help deal value.

Contract Review

Let us help you prepare for your next big transaction. Our team can leverage their experience to identify weaknesses before they become a problem.

Strategic Development

Leverage the experience of our industry veterans to help you visualize your strategic objectives.

The Benefits of a Fractional CFO

As a business grows the needs of investors and management grow with it.
At some point to effectively manage and grow; a business needs the financial insight of a CFO.
However, a quality CFO often comes with a hefty price tag.

How does a business know when the right time to make the move is?

5 Signs your Business needs a Fractional CFO

  • You do not have a long-term strategic plan for how to scale and ultimately exit the business.
  • You have no formal compensation plan in place or legitimate cap table.
  • You are not tracking key performance metrics properly.
  • Your product or service is being priced based off of your competitor’s price.
  • The business intends to raise outside capital in the next 6 – 12 months.

Why do many businesses go without one if it is so important?

Often businesses go without the support of a CFO simply because they are not ready to take on the cost of recruiting and hiring a full time CFO.

At CPA-CFO, we simplify the challenge by having experienced, on-demand professional CFOs who can be hired part-time or on a project basis. We work alongside business leaders to help them turn strategy into reality. Our team of professionals execute for you on whatever needs to be done. We partner with your existing team or handle deliverables from end-to-end. Our services are tailored to each engagement and proactively adjusted over time, based on the changing needs of your organization

Supported Software