SMALL BUSINESS SERVICES

SMALL BUSINESS ADVISORY SERVICES

Fractional CFO services provide startups with expert financial leadership without the full-time executive cost, typically offering over 50% reduction compared to a full-time CFO while providing access to experienced finance professionals who can scale services as the business grows.

A fractional/outsourced CFO or Controller can provide comprehensive financial services to startups and small businesses. Here are the key services we typically offer:

Core Financial Management Services

• Financial reporting and analysis - Work with the business bookkeeper to provide Monthly, quarterly, and annual financial statements with detailed analysis

• Cash flow management and forecasting - Cash flow management including projections and optimization strategies

• Budgeting and financial planning - Creating comprehensive budgets and long-term financial plans

• Financial process improvements - Streamlining accounting processes and implementing best practices

Strategic Financial Services

• Business valuation and modeling - Creating financial models for decision-making and investor presentations

• Fundraising support - Preparing pitch decks, financial projections, and due diligence materials

• Strategic planning - Strategic planning support aligned with business growth objectives

• KPI development and monitoring - Establishing key performance indicators and dashboards

Operational Support

• Financial systems implementation - Setting up or optimizing accounting software and financial tools

• Internal controls development - Creating policies and procedures to protect assets and ensure accuracy

• Tax planning and compliance - Strategic tax planning and coordination with the businesbusinesses tax professional/CPA

• Banking relationships - Managing bank relationships and securing credit facilities

Growth-Focused Services

• Merger and acquisition support - Financial due diligence and integration planning

• Risk management - Risk management and mitigation strategies

• Performance optimization - Identifying cost savings and efficiency improvements

• Team mentoring - Mentoring in-house teams and building financial capabilities

Specialized Startup Services

• Investor relations - Managing investor communications and board reporting

• Scenario planning - Modeling different growth scenarios and their financial implications

• Equity management - Stock option plans and equity structure guidance

• Compliance oversight - Ensuring regulatory compliance and audit readiness