Fractional CFO Services

Our seasoned CFO team can provide your business with experienced experts in accounting/finance, tax planning, estate, and operational insights.  We tailor each engagement to match your needs.

Our team has a minimum of 10 years up to 40 years of experience assisting businesses in preparing for growth or winding down operations for a sale or transfer to a family member.  We understand CPG, wholesaler and other vendor relationships and can help guide your operation to be a profit leader.

  • Tax and estate planning

  • Work alongside a new CFO or controller until they are settled in

  • Serve on your board of directors or management advisory team

  • Assist with budgeting and forecasting

  • Evaluate and recommend efficiency improvements in your finance and accounting arm
  • Work to assist your team with audit requirements
  • Educate your operations team on the impacts of decisions on the business, its ability to meet cash flow demands, borrow and operate as a profit leader

  • Assist with lender relations

  • Assess business opportunities

  • Review purchase and equipment contracts

  • Evaluate internal accounting team

Get in touch (877) 435-9400