Fractional CFO Services

Has budgeting and forecasting become too demanding? Uncertain about your firm’s financial future? Need to get new debt or refinance old debt? Are your current systems not working anymore?

Our solutions have got you covered! We provide you and your team with our financial expertise to increase profitability and cash flow. Proper budgeting and forecasting are vital to maintaining strong financials. We make sure your accounting systems are always up to date and we streamline your accounting processes and procedures.

Fractional CFO Services include the following:

Part-Time CFO/ Interim CFO: includes management of all services above including all accounting department documentation such as policies, procedures, and operations manuals.

Monthly Budgeting: based on your specific needs.

Monthly Forecasting: based on your specific needs.

Audits: gather information for reporting and work with CPA’s for tax filing

Professional Financial Strategy and Reporting: based on your specific needs.

Perform due diligence: on business acquisitions.

Other Services

Essential Bookkeeping Services

Are you unsure your transactions aren’t correctly being categorized?

Premium Account Management Services

Are you having problems billing on time? Do you need to get paid faster? Need help with bill pay?

Clean Up Accounting Services

Are you months behind on your accounting? Are you uncertain about your law firm’s IOLTA trust accounting processes?