Unlock Your Business's Potential with Expert CFO Services

Our Fractional CFO services provide you with experienced financial leadership without the full-time expense. Perfect for growing businesses aiming for the next level.

Strategic Financial Planning
Budgeting and Forecasting
Cash Flow Management
Financial Health Assessment
Compliance and Risk Management

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*No hidden fees, 30 days money back guarantee

FAQ

Do I Need a Fractional CFO?

Many business owners wonder if they really need a Fractional CFO. To assist you in assessing whether your business would gain from the extensive range of services we offer, we have designed a helpful questionnaire.

Our clients

Fractional CFO

Services

1. Financial Modeling
Crafting long-term financial strategies including growth planning, investment strategies, and capital structure optimization.
2. Cash Flow Management
Monitoring and managing cash flow to ensure optimal liquidity for operations and investments.
3. Budgeting and Forecasting
Developing detailed budgets and forecasts to guide business decisions and financial planning.
4. Custom Financial Reporting and Analysis
Producing regular financial reports (monthly, quarterly, annually) and analyzing them to identify trends, challenges, and opportunities.
5. Risk Management
Identifying potential financial risks and developing strategies to mitigate them, ensuring financial stability.
6. Cost Reduction and Efficiency Improvements
Analyzing expenses and operations to identify areas for cost savings and efficiency enhancements.
7. Capital Raising and Management
Assisting with raising capital through loans, equity, and other financial instruments, including managing relationships with investors and financial institutions.
8. Compliance, Internal Controls Design and Implementation
Ensuring compliance with financial regulations and improving internal controls to safeguard company assets.
9. Mergers and Acquisitions (M&A) Advisory
Providing advice and support during mergers and acquisitions, including due diligence, valuation, and negotiation.
10. Strategic Business Advisory
Offering strategic advice beyond the financial scope, such as market expansion, product lines, and corporate structure decisions.

11. Customized Dashboards Highlighting KPIs
Development of personalized dashboards that visually present key performance indicators (KPIs), allowing for real-time tracking of financial and operational metrics.
12. Monthly Flux Analysis
Regular examination of fluctuations in financial statements to identify and understand significant changes, helping to maintain control over financial performance.
13. Operational Process Advisory
Providing expert advice on optimizing business processes for efficiency and effectiveness, often leading to cost reduction and improved operational performance.
14. Accounting Software Implementation & Migration
Assistance with selecting and implementing the most suitable accounting software for the business, as well as managing data migration from old systems to new ones.
15. Accounting Staff Development & Placement
Developing the skills of existing accounting staff through training and workshops, and aiding in the recruitment and placement of new staff.
16. Cap Table Creation & Maintenance
Creation and ongoing management of the capitalization table, a crucial document that tracks share ownership and equity dilution for startups and growing businesses.
17. Due Diligence Support
Providing expert support during financial due diligence processes, essential for mergers, acquisitions, and investments, to ensure all financial facts match up before a deal is closed.
18. Financial Statement Audit Support
Assisting in preparing for audits by ensuring financial statements are accurate and comply with accounting standards, which helps in smoothing the audit process.
19. Profitability Analysis
Detailed analysis of revenue streams and costs associated with specific products or services to determine profitability and inform strategic decision-making.
20. Technology Advisory
Offering guidance on the adoption and integration of technology solutions in business operations to improve efficiency and competitiveness in the marketplace.

Hear it from those who know us best

Switching to MB Accounting was one of the best business decisions I've made. They helped streamline my book keeping and provide monthly reports to help manage and operate my business

Mike Bensimon

East Payment Solutions

MB Accounting gets the job done quickly and painlessly while eliminating many hassles that we have had in the past. MB Accounting also did a stellar job with our business and personal taxes and we paid a lot less taxes than we expected.

Darrell Brantingham

Acuity Technical Solutions

As a small business owner, managing finances can be incredibly challenging, but MB Accounting has been a lifesaver. Their commitment to personalized service has been great. They offered tailored advice that significantly improved my financial management. Reliable and responsive, MB Accounting is always available to answer questions. Thanks to MB Accounting, I have a clear picture of my business's financial health, allowing me to focus on growth with peace of mind.

Daniel Vaverko

Vera Hawaii

I am pleased to share my experience with MB Accounting. They have been everything I needed and more - efficient, thorough, and collaborative. The attention to detail and dedication to the work have been outstanding. I am particularly grateful for the support and consistency they bring to our financial operations. Their professionalism and proactive approach have truly made a positive impact on my business. I highly recommend their services to anyone in need of a reliable and skilled bookkeeper.

Mary Stephenson LLC

Other services

Monthly Bookkeeping Services

Stay on top of your finances with our monthly bookkeeping services. Our expert team ensures accurate records and clear financial statements. Trust us to handle your books professionally, providing actionable insights for informed decisions. We tailor our services to your business needs, so you can focus on what you do best.

Catch Up Bookkeeping

Behind on your books? No problem. Our catch-up bookkeeping services quickly update your financial records. We’ll review past transactions, reconcile accounts, and prepare financial statements. Our team restores order with speed and accuracy, allowing you to focus on your business’s future. Let us handle your past records efficiently and stress-free.

Tax services

Reduce tax liabilities and ensure compliance with our expert tax planning and filing services. Our professionals tailor strategies to your business needs, leveraging the latest regulations. We provide year-end planning, quarterly filings, and ongoing advice, optimizing your tax benefits and reducing your tax burden while maintaining full compliance.

FAQ

Frequently Asked Questions

What is a Fractional CFO?

A Fractional CFO is like having a top-tier financial strategist on your team without the full-time cost. They offer a wide range of services including cash flow management, budgeting, forecasting, and financial reporting to investors. Think of them as your go-to finance expert, helping drive your business’s growth and strategic direction at a fraction of the cost of a full-time CFO.
Do you do proforma projections and financial forecasting?
Yes, we specialize in financial modeling and forecasting, including proformas, budgets, and cash flow predictions. We don’t just stop there; we’ll also collaborate with you to create a robust growth plan aimed at not just meeting, but exceeding, these projections.
Do you help manage and optimize cash flow?
Absolutely. Managing cash flow is critical and can be tricky. We’ll assist you in projecting future cash flows, planning for necessary funding, and strategizing ways to boost cash inflows while managing and reducing outflows to improve your overall financial health.
Do you prepare annual budgets?
Yes, we do! We’re equipped to handle all sorts of financial and management reporting that you might need.
How do you determine which Key Performance Indicators (KPIs) to report on?
We start with the KPIs that are universally important within your industry. From there, we get to know the specifics of your business—identifying strengths and pinpointing challenges—to tailor additional KPIs that are most relevant to you. We also integrate these KPIs with your financial forecasts to ensure you’re on track to meet your business goals.
Which deliverables are typically included in a Fractional CFO engagement?
Our deliverables typically include forecasts, budgets, budget-to-actual comparisons, KPI dashboards, and analyses of product/service margins and profitability, among others. The true value, however, lies in how these insights contribute to strategic planning and decision-making.
How often will you meet with us?
We meet as often as necessary to meet your needs. The frequency of our meetings can vary widely, depending on how involved you want us to be in your business.
Can a Fractional CFO help with securing financing or investor relations?
Yes, a Fractional CFO plays a crucial role in securing financing and managing investor relations. We prepare detailed financial presentations, help articulate your business strategy, and ensure your financial statements are investor-ready. We also assist in negotiating terms and can join discussions with potential investors or financial institutions to support your funding goals.
How can a Fractional CFO assist in business expansion or scaling efforts?
When it comes to scaling your business, a Fractional CFO provides strategic insight into the financial implications of expansion decisions. We help you analyze new opportunities, assess the feasibility of market entry, and model financial outcomes for different scenarios. Whether you’re considering geographical expansion, adding new products or services, or scaling operations, we provide the financial expertise to support successful growth strategies.

Have more questions?

Schedule a Free Consultation

Unlock Your Business's Potential with Expert CFO Services

Do I Need a Fractional CFO?

Our clients

Services

Hear it from those who know us best

Other services

Monthly Bookkeeping Services

Catch Up Bookkeeping

Tax services

We integrate with the best software

Frequently Asked Questions

What is a Fractional CFO?

Do you do proforma projections and financial forecasting?

Do you help manage and optimize cash flow?

Do you prepare annual budgets?

How do you determine which Key Performance Indicators (KPIs) to report on?

Which deliverables are typically included in a Fractional CFO engagement?

How often will you meet with us?

Can a Fractional CFO help with securing financing or investor relations?

How can a Fractional CFO assist in business expansion or scaling efforts?