What’s included
- Year-round fractional CFO partnership — someone in your corner all year, not just at tax time.
- Monthly financial review & cash-flow insight — what happened, why, and what’s coming.
- Quarterly strategy meetings — goals, priorities and decisions mapped to your numbers.
- Tax planning & quarterly tax projections — no surprises when it is time to pay.
- S-Corp & owner-pay strategy — paying yourself in a smart, sustainable way.
- Retirement plan coordination
- Coordination with your CPA & advisors — everyone working from the same page.
Is a fractional CFO right for you?
If you have outgrown a basic bookkeeper but a full-time finance hire does not make sense yet, a fractional CFO gives you senior-level finance expertise at a fraction of the cost. I’ve spent over 15 years in family business, public accounting and technology, so I understand both the numbers and the day-to-day of running a company.
Every engagement is custom. Tax preparation is handled by a trusted tax partner I coordinate with.