CFO & Advisory

    A CFO in the room when the big decisions get made.

    Forecasting, budgeting, cash flow and financial strategy from experienced CPAs — part-time, for organizations that need senior financial leadership without a full-time hire.

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    Free initial consultation · No obligation

    • Licensed CPA firm
    • Transparent, fair fees — quoted upfront

    What is a Fractional CFO?

    A fractional CFO is a part-time chief financial officer who provides strategic financial leadership without the cost of a full-time executive. The role covers cash flow forecasting, budgeting, KPI tracking, financial reporting and growth planning. Your Virtual CPA pairs fractional CFO leadership with bookkeeping and tax support from one CPA team.

    Fractional CFO
    A Fractional CFO provides strategic financial leadership on a part-time basis, including forecasting, budgeting, profitability analysis, and growth planning, without hiring a full-time CFO.

    Quick Summary

    • Your complete financial solution partner — not just managing, but growing
    • Dedicated Financial, Tax, & Advisory Managers for your business
    • Regular bookkeeping with financial reports + KPIs on your schedule
    • Financial review calls tailored to your needs
    • Budget and forecast modeling for strategic planning
    • Payroll system setup and business coaching included

    This is for you if...

    What's included in Fractional CFO

    Complete financial visibility with monthly KPIs and regular review calls.

    Regular Bookkeeping

    Your books reconciled and current on your schedule

    Financial Reports + KPIs

    P&L, balance sheet, cash flow, plus key performance indicators

    A/R + A/P Schedules

    Track what's owed to you and what you owe

    Financial Review Calls

    Regular check-ins to discuss your numbers

    What strategic CFO support looks like

    Forecasting

    Build projections and model scenarios for confident planning.

    Profitability

    Find opportunities to improve margins and optimize resources.

    Growth strategy

    Plan investments, hires, and expansion with financial backing.

    Decision support

    Navigate major decisions with strategic financial analysis.

    Where Fractional CFO fits

    Bookkeeping

    Clean monthly books

    Financial Manager

    Books, reports + tax

    Fractional CFO

    Strategic CFO guidance

    What it looks like to work together

    1

    Discovery call

    We learn about your business, growth goals, and challenges.

    45 min
    2

    Team assignment

    You're paired with dedicated financial, tax, and advisory managers.

    3

    Financial assessment

    We analyze your current financial position and opportunities.

    4

    Strategy & systems setup

    We develop your financial roadmap, KPIs, and any needed systems.

    5

    Ongoing partnership

    Monthly reports, review calls, tax planning, and business coaching.

    Ongoing

    Not sure which service you need?

    Question 1 of 3

    What best describes your current financial situation?

    Frequently Asked Questions

    A Fractional CFO provides strategic financial leadership on a part-time basis. Beyond the bookkeeping and tax support, we help with budgeting and forecasting, payroll system setup, and business coaching. We're your complete financial solution partner focused on helping you grow.

    Financial Manager handles the operational foundation — regular bookkeeping, reports, and tax filings. Fractional CFO includes everything in Financial Manager PLUS KPI tracking, more frequent review calls, budget and forecast modeling, payroll system setup, and business coaching.

    You get regular bookkeeping, financial reports with KPIs, and A/R + A/P schedules. Plus, unlike Financial Manager, you have more frequent financial review calls.

    Budget and forecast modeling helps you plan ahead. We handle payroll system setup if needed. And you get ongoing business coaching to help you make strategic decisions about growth, hiring, pricing, and more.

    We typically work with businesses doing $500K+ in annual revenue, but the right fit depends more on your goals than your size. If you're planning for significant growth, fundraising, or strategic changes, CFO-level support can be valuable at any stage.

    You get regular financial review calls with your dedicated team, plus tax planning calls as needed. We're also available for strategic questions as they arise.

    Yes. We help prepare financial projections, pitch materials, due diligence packages, and can support conversations with investors. Our budget and forecast capabilities are specifically designed for this.

    We build dynamic financial models that project revenue, expenses, and cash flow. We can model different scenarios — conservative, expected, aggressive — so you can plan for multiple outcomes.

    We've worked with agencies, SaaS companies, e-commerce businesses, professional services firms, and more. The strategic principles are similar across industries, though we tailor our approach to your specific business model.

    Once we agree on scope, we set a start date with you. The first step is a discovery call to understand your needs and see if we're a good fit.

    Related Services

    Bookkeeping

    Clean books that stay clean, year-round.

    Learn more

    Financial Manager

    Dedicated account managers for finances and taxes.

    Learn more

    Tax Support

    Proactive planning to prevent surprises.

    Learn more

    Audit & Assurance

    Third-party verification when you need it.

    Learn more

    Key Takeaways

    All-in-one financial solution: books, taxes, and strategy
    More than management — a partner focused on growth
    Monthly review calls keep you informed and aligned
    Budget and forecast models for confident planning
    Payroll setup handled when you need it
    Business coaching from financial professionals

    Ready for a complete financial partner?

    Whether you're planning for growth, preparing to raise, or just want a financial team that helps you grow — not just manage — we're here to help.

    Transparent, fair fees — quoted upfront.

    Send a messageFree consultation