Fractional CFO Services
Strategic Business Growth Experts by Your Side
Does this sound like you?
Your business is growing rapidly, which is exciting but comes with many additional challenges.
Your business is 100% dependent on you, but at this level of growth you don’t have the time or energy to do all of the tasks needed.
You don't have a simple way to know what's working - and what's not working - in your business.
You know you want to continue growing, but you’re not quite sure what to do next.
You are looking for a financial expert to help you navigate tangible, practical growth.
If this sounds like you, then you’re in the right place.
What you really need is a Fractional CFO, or Chief Financial Officer. A CFO's role is to guide a business towards being a growing, more profitable and successful business.
CFOs specialize in strategic business growth. We have the skills and expertise to gather and analyze your current numbers, create a customized strategy towards your business goals, and provide you with practical, tangible steps that help you reach your goals easily and effectively.
Unfortunately, hiring a full-time in house CFO is outside of the budget for most small and mid-size businesses. A full-time CFO’s salary is generally $150,000 -$300,000, plus the costs of hiring another W-2 Employee.
The solution? Hire a Fractional CFO.
A Fractional CFO is your strategic partner in business growth, and handles all of the tasks and consulting of a CFO at a fraction of the cost.
Are you ready to take your business to the next level, but a full-time CFO is out of budget? Hire us as your Fractional CFO.
Fractional CFO Services
How We Can Help
We go beyond the numbers to help you reach your financial and business goals.
Annual Planning
We’ll work with you to set targets for the year that will help you reach your financial and business goals.
Monthly Review
We’ll review and analyze the each month’s results with you to see if you’re on track to reach your goals, while evaluating what’s working, or what’s not.Objectives and Action Plan
We’ll collaborate during our monthly review and create attainable objectives and the steps to take, to keep you on track to success.
Cash Flow Planning
We’ll provide effective tools to help with cash flow management, which is crucial for small businesses.
Why Choose Us as Your Partners in Business Growth
We are results focused.
You set the goals, we help you create the financial and operational roadmap for getting there. We measure the growth so that you know that you’re on track, and we also provide data driven guidance to empower you to make informed growth-based decisions in your day to day operations.We simplify the overwhelm.
At a certain level of business growth, all of the moving parts and numbers can feel overwhelming. Our team will help to calm the chaos and guide you on the next best steps to take.We help you understand what your numbers actually mean for your financial future.
Our specialty is translating complex calculations and numbers into simple, understandable concepts, so that you know exactly where your business stands. We are your financial translators, here to interpret the world of finance and data into a language that makes sense to you.We don’t cut corners - We believe in doing things the right way.
Strong business growth is built on a solid foundation. Our team of financial experts are all dedicated to doing things the right way.We bring decades of experience to the table.
Our team has decades of combined experience in accounting, bookkeeping, financial growth strategy, and consulting, mostly from large businesses. We understand what it takes to scale a business effectively.We care - a lot.
We are passionate about helping small businesses thrive. We believe that small and mid size businesses are the foundation of America’s society, and we are dedicated to helping you thrive.
The Benefits of Working with a Fractional CFO
Grow Your Revenue, Profit, and Cash Flow.
Know exactly what to do and how to do it. Measure tangible growth over time and increase the financial health of your growing business.
Simplify and Streamline Your Financial Operations,
Our CFOs provide guidance on simplifying and streamlining financial operations, such as creating new policies and practices for invoicing, accounts receiving, and also reviewing costs.
Sleep easy at night.
With an expert CFO by your side, you are able to relax and sleep easy at night, knowing that you have a strong financial foundation and someone monitoring your growth and progress.
Our Fractional CFO Packages
Every business is different, which means that CFO needs can vary widely. Kelly offers a variety of CFO Advisory Packages, depending on the level of expertise and time required to provide your business with the right information to help you successfully scale your business.
Below is a general overview of our CFO Advisory Packages; curious about what your investment would be? Click “get quote” to receive your no pressure quote directly to your email.
Foundations
Who this is for:
Under $150,000 in annual revenue
Wanting to scale and increase cash flow
What’s Included:
Quarterly Coaching/Consulting/Goals
Monthly Summary & Recommendations via email
Office Hours 2x/month
Email Support
These packages start at $497/month.
with bookkeeping starts at $847
Basic CFO Advisory
Who this is for:
$150,000-$300,000 in annual revenue
Multiple locations
Simple, Detailed reporting (restaurants, med spas, most brick and mortar businesses)
What’s Included:
Monthly Coaching/Consulting/Goals
Monthly Summary & Recommendations via email
Office Hours 2x/month
Email Support
These packages start at $997/month.
with bookkeeping starts at $1594/month
Advanced CFO Advisory
Who this is for:
Over $300,000 in annual revenue
More complex projections and financials
What’s Included:
Monthly Coaching/Consulting/Goals
Weekly Summary & Recommendations via email
Office Hours 2x/month
Email Support
These packages start at $2500/month.
with bookkeeping starts at $4000/month
