You don’t need a full-time CFO to get strategic financial leadership. Our Fractional CFO services give you expert guidance on the big-picture decisions that impact your growth, profitability, and long-term financial health, without the full-time cost.
We help you forecast and plan your cash flow so you always know what’s coming in, what’s going out, and whether you’ll have the funds you need when you need them. No more surprises or scrambling to cover expenses.
We create realistic budgets and forecasts that align with your business goals. Whether you’re planning for growth, managing seasonal fluctuations, or preparing for a big investment, we help you project where your business is headed financially so you can make informed decisions.
Your numbers tell a story about your business. We help you understand your key metrics, profit margins, and what your financial data is really telling you. This insight helps you identify what’s working, what’s not, and where your biggest opportunities lie.
Thinking about hiring, expanding, changing your pricing, or making a major investment? We provide the financial analysis and guidance you need to make confident decisions that support sustainable growth.
We create clear, visual dashboards that show your business performance at a glance. Track your most important metrics in real time without digging through spreadsheets or complicated reports.
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We work alongside you as a trusted advisor, not just a number cruncher
Every analysis and recommendation is tailored to your specific business and goals
Choose monthly strategic reviews, quarterly planning sessions, or on-call support as needed
Get CFO-level guidance without the six-figure salary and benefits package
Small businesses with $1-5M in annual revenue, straightforward financial needs
Designed for growing clients with more needs
Designed for clients who are more than six months behind
A Fractional CFO is an experienced financial executive who works with your business part-time, providing the same strategic financial leadership as a full-time CFO but at a fraction of the cost. You get C-level expertise tailored to your specific needs and budget.
Bookkeeping records your transactions and keeps your books organized. Tax services ensure compliance and minimize your tax liability. Our Fractional CFO services take that foundation and use it to help you make strategic decisions, plan for growth, improve profitability, and achieve your business goals. We look forward, not just backward. And yes, we offer all three services, which means your bookkeeping, tax planning, and financial strategy work together seamlessly under one roof.
Typically, businesses with $500K-$20M in annual revenue benefit most. You're past the startup phase but not quite ready to hire a full-time CFO (which typically costs $200K-$300K+ annually). If you're making important financial decisions without clear data, it's time for a Fractional CFO.
No! We work alongside your existing team. In fact, we often help coordinate between your bookkeeper, tax preparer, and other advisors to ensure everyone's working from the same playbook. We can also help you evaluate if your current providers are the right fit.
We review your financial performance, discuss what the numbers are telling us about your business, identify opportunities and concerns, answer your questions, and plan action steps for the coming month. It's your dedicated time to get clarity on your finances and make informed decisions.
We typically recommend a minimum 6-month engagement to see meaningful results, though most clients work with us for years. Month-to-month arrangements are available after the initial period. There's no long-term contract lock-in. Most clients see immediate value in their first monthly review when we identify cost-saving opportunities or revenue gaps. Strategic improvements like increased profit margins typically show measurable results within 90-180 days.
Let's talk! Schedule a free discovery call and we'll discuss your current situation, goals, and challenges. We'll recommend the package that makes the most sense for where you are and where you want to go.
Phoenix Rose Accounting is located in Atlanta, Georgia, but we provide our services nationwide. Book a FREE Discovery Call below to learn more.
