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Fractional & Outsourced CFO Services

Strategic financial leadership without the full-time executive overhead.

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• Financial strategy and forecasting

• Cash flow management and optimization

• Budget development and variance analysis

• Executive-level financial reporting

• Board and owner financial presentations

• KPI development and performance tracking

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• Accounting Oversight & Infrastructure

Building strong financial foundations that support growth.

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• Full system implementation and chart of accounts design

• Class and departmental tracking configuration

• Process automation and workflow optimization

• Month-end and year-end close

• General ledger review and reconciliation

• Fixed asset management and depreciation tracking

• ASC 842 lease accounting implementation

• Internal control design and fraud risk mitigation

• Accounting system evaluation and optimization

• Create and maintain SOPs for optimal efficiency 

• Build and maintain schedules and worksheets tailored to specific needs

• System cleanup and historical data correction

• Multi-entity consolidation

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Financial Analysis & Profitability Optimization

Turning financial data into strategic decision-making tools.

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• Revenue and margin analysis by product, service, or department

• Class coding and departmental profitability tracking

• Cost structure evaluation and expense management

• Trend analysis and financial performance diagnostics

• Strategic recommendations to improve efficiency and margins

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Tax & Compliance Oversight

Ensuring compliance while protecting financial integrity.

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• Sales tax filings and regulatory reporting

• Payroll oversight and compliance

• Coordination with external CPAs

• Year-end tax preparation support