FRACTIONAL CFO SERVICES

Let us sharpen the pencil

Businesses of any size can greatly benefit from fractional CFO services. While bookkeeping services keep your business finances organized and reliable, CFO services dive deeper into the numbers to provide a wide range of benefits. The best CFOs perform detailed, in-depth financial planning and analysis services to support the financial well-being of a business.

What is a fractional cfo?

 

A fractional CFO serves as a part-time Chief Financial Officer for small business who don’t need a full time CFO. This trusted financial advisor provides critical financial analysis for your business. Thanks to cloud-based accounting systems like QuickBooks Online and Xero, fractional CFOs are more accessible than ever, even to the smallest companies.

A Fractional CFO will help you:

  •  Understand which of your products and services are the real moneymakers, and which are time-wasters.

  • See where you can cut back on expenses without hurting business performance and growth.

  • Develop a financial roadmap for the future.


Our Fractional CFO services include:

  • Budgeting

    Create a financial roadmap for your business. Budgeting allows you to control spending, identify potential problem areas, and discover growth opportunities. Without a budget, a company risks spending money it doesn’t have and running into financial distress.

  • Forecasting

    Predict a company’s future financial performance using rolling forecasting techniques. Proper forecasting allows business owners to determine how much revenue will potentially be earned in a period and plan for big expenses.

  • Pricing & Estimating

    Pricing decisions for your product or service are critical for the success of your business. Performing in-depth analysis on fixed and variable costs allows you to price your goods or services with confidence and increase your profits.

  • Cash-flow Reporting

    Make sure you have enough cash for your expenses with cash-flow reporting and analysis. Cash-flow reporting allows you to confidently manage your cash so you can pay your bills on time and budget for large expenses.

  • Break-Even analysis

    How many units (or how many hours of service) do you need to sell to cover your costs and break even? Performing a break-even analysis allows you to better plan your sales, marketing, and pricing strategies to make sure you are earning enough revenue to turn a profit.

  • Profitability analysis

    Are you maximizing your business’s profits or are you leaving money on the table? Determining your return on investment and return on assets allows you to make sure you are getting the desired profit based on your financial goals.

HOW MUCH DOES a FRACTIONAL CFO COST?

Every business is different and will require a different level of involvement. The ultimate cost of a CFO will depend on the size of your business, the services needed, and the complexity of your financial statements. Schedule a consultation to tell us more about your business so you can get a better idea of the monthly cost for your business.


Let Lumos crunch and analyze the numbers so you can make the best decisions possible for your business