Services›Business Services›Fractional CFO

Financial oversight without the full-time cost.

Not every business needs a full-time CFO, but every business benefits from financial oversight. We provide the analysis, planning, and strategic review that helps you make informed decisions with your numbers.

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Our Expertise

Budgeting & Forecasting

We build budgets and financial forecasts so you have a clear picture of where your business is headed, not just where it's been.

Actual vs. Forecast Reporting

We compare your actual results against your forecasts, identify the variances, and report the findings so you know exactly where things stand.

Cash Flow Analysis

We review your cash flow, identify concerns, and find areas where it can be improved so your business stays healthy and liquid.

Operational Review

We review how your business operates, identify inefficiencies, and find opportunities to improve profitability and streamline processes.

Financial Feasibility Analysis

If you have a direction you want to take, we map it out financially and tell you whether it makes sense before you commit.

Break-Even & Pricing Analysis

We determine what it takes to break even, whether your services or products are priced correctly, and where your margins have room to improve.

When This Makes Sense

You'll recognize these situations.

You're making decisions based on gut feeling, not financial data

You don't have a budget or forecast and you're operating blind

Cash flow feels tight but you can't pinpoint why

You want to expand, launch something new, or change direction but don't know if the numbers support it

You're not sure if your pricing is right or if you're actually profitable on each service or product

How It Works

How a Fractional CFO engagement works.

01

We start with a consultation to understand your business, your financials, and what you need

02

We scope the engagement based on your priorities, budgeting, cash flow, pricing, feasibility, or a combination

03

We do the analysis, build the reports, and present our findings with clear recommendations

04

We meet with you regularly to review performance against plan and adjust as your business evolves

Is this right for you?

This service is built for businesses where

  • You're spending money but can't tell which parts of your business are actually profitable
  • You've been thinking about expanding, hiring, or launching something new but don't know if the numbers support it
  • You set prices years ago and haven't revisited whether they still make sense
  • Cash comes in and goes out but you have no real visibility into where it's going
  • You're making financial decisions based on what's in the bank account, not a plan

Any questions?

What's the difference between this and regular accounting?
Accounting handles your day-to-day financials and compliance. Fractional CFO services add a strategic layer, analyzing your numbers, building forecasts, and helping you make informed financial decisions.
How often do we meet?
That depends on the engagement. Some clients meet with us weekly, others monthly. We set a cadence that matches the pace of your business and the scope of work.
How is this priced?
Pricing depends on the scope of work. Some engagements are one-time, others are ongoing monthly. After an initial consultation, we provide a clear quote before any work begins.
Can I combine this with your other accounting services?
Yes. Many clients who use our End-to-End Accounting service add Fractional CFO for the strategic layer. The two work well together.
Do I need this if I already have a bookkeeper?
A bookkeeper records transactions. A Fractional CFO interprets them and helps you make decisions based on the numbers. If nobody is reviewing your financials strategically, this fills that gap.
Know your numbers

Know your numbers. Plan with confidence.

Book a free call to discuss your business and how we can help.
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Walla Assaf, CPA
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