Service | Business
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.
Fractional CFOPart-time CFO for strategy
- To startA free 15-minute call
- Rated5.0 on Google
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.
Is this you?
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
In their words
One of our Google reviews, word for word.
“Walla has been a gem to work with. She ran through every tax opportunity and made sure everything was filed on time.”
How a Fractional CFO engagement works
We start with a consultation to understand your business, your financials, and what you need
We scope the engagement based on your priorities, budgeting, cash flow, pricing, feasibility, or a combination
We do the analysis, build the reports, and present our findings with clear recommendations
We meet with you regularly to review performance against plan and adjust as your business evolves
Is this you?
This service is built for businesses that
- 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
Talk to us about Fractional CFO.
A free 15-minute discovery call with Walla Assaf, CPA. A written scope and fee before any work starts.
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.
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Let us see if we are the right fit.
A free 15-minute discovery call, no commitment. Walla replies within two business days, either way.
Or call (437) 561-6272 · Monday to Friday, 9 to 5 (Eastern)