We serve as your financial GPS, guiding your business toward success with smart strategies and expert advice.
Our Fractional CFO services are like having a financial superhero on your team! They keep your business on track with expert advice, from managing cash flow and budgeting to spotting opportunities for growth. With monthly check-ins, you’ll get clear, actionable insights to boost your financial performance, stay ahead of the game, and make smarter, more confident decisions.
Starting at $1500 / Month*
We’re here to help answer your toughest business questions with financial insights that guide big decisions! Using customized models, we dive into everything from pricing and profitability to marketing impact, project costs, payroll, and even tax planning. Whether it’s figuring out the best way to cut expenses or analyzing your lease vs. buy options, we’ve got the numbers to keep you on track and make smarter, strategic moves.
Our Fractional CFO services assist in defining long-term goals and crafting actionable steps to achieve them, while analyzing both external and internal environments. We’ll continuously measure progress to ensure your strategy stays flexible, adaptable, and on track for success.
Together, we’ll predict future financial trends, so you can plan ahead with confidence. You’ll be ready for whatever comes your way, whether it’s a growth spurt or a pulling on the reins. It’s all about staying one step ahead!
I’ll help you create a budget that keeps your business spending in check, maximizes resources, and guides you toward your goals—while making sure you stay on track for success, month after month. Think of it as your financial GPS!
Financial reports give you a quick, clear snapshot of your numbers each month, helping you stay on top of profits, expenses, and growth. With easy-to-understand reports, you’ll always know where you stand and can make smarter, faster decisions to keep your business thriving!
This is where we get to know each other! I want to learn about you, your businesses, and how I can best support your financial needs and goals. Book an intro call with me to get started.
Once you’re officially a client, you’ll receive access to the secure client portal to upload important documents like bank statements and receipts.
I’ll take it from here! You can relax and enjoy the peace of mind that comes with knowing your business finances are in good hands.
A Fractional CFO helps businesses make smarter decisions, optimize financial performance, and position themselves for growth without the price tag of a full-time CFO.
They’re essentially the same! Both a Fractional CFO and a CFO Advisor serve as the Chief Financial Officer for your company, offering expert guidance and strategic advice to help run and grow your business.
A Fractional CFO can save you time by streamlining clunky financial processes, developing a clear financial strategy so you don’t have to spend time guessing or reacting to financial issues, and identifying potential financial risks early on to avoid time-consuming mistakes.
A Fractional CFO can help your business save money by giving your cash flow a makeover, trimming unnecessary expenses, striking better deals with vendors, cutting interest rates by restructuring debt, and crafting spot-on financial forecasts to keep you from overspending or underestimating your revenue. It’s like having a financial superhero on your team!
From pediatricians to food and beverage brands, I work with diverse industries and love getting to know business from the inside out. I also have an extensive background in working with construction, welding, technical, and other related industries.
The best time to hire a Fractional CFO is at the end of the accounting period when the books are closed. Complete information will be very important as we get started. This could mean the end of the month, quarter, or year.
Throughout the process, there will be times when more involvement is needed, particularly when developing short- and long-term goals. During the analytical phase, active participation from both owners and employees will be crucial for successfully executing the plan. Ideally, we’d have all employees and management engaged to some degree to ensure the best possible outcome.
It’s important to be transparent with your staff about working with a Fractional CFO. While you don’t need to share specific financial details, you can share the company’s goals and explain how your team’s involvement plays a vital role in achieving them. Be sure to highlight how their contributions will directly benefit them—such as increased profits leading to higher wages and better benefits.
I will need accountant access to your QuickBooks account or Excel files of your profit and loss statements and balance sheet.
Yes! A QuickBooks Online subscription is required to work together. If you already have one, simply grant me access. If not, I can provide a discount on the subscription and assist with setting up your account.
No contract required! You can cancel services at any time. To get started, I only ask for a signed Engagement Letter to ensure protection for both of us.
Yes! As a client, you can contact me anytime by call, text, or email. My business hours are Monday through Friday, 8 am to 5 pm. If you reach out after hours, I’ll respond the next business day.
Have questions? Contact baneBerry Bookkeeping to discuss your business finances and discover how you can gain clarity and grow with confidence.