Fractional CFO
Full-Service CFO
Ready to profitably scale your business, maximize your cash flows, and minimize your taxes? Our services are designed from the ground up for businesses that want to grow profitably with the help of an expert in financial strategy.
Is This the Right Service?
Full-Service CFO is for owners who…
This is for you if…
- You want to grow a profitable business, not just a busier one.
- You need to know your cash flow will sustain the business.
- You make large decisions — finances, taxes, pricing and quotes — and want confidence in them.
- You have, or are building, departments or projects that each need a budget.
- You want the most important numbers surfaced for you, not a pile of tiny details.
Consider another service if…
- You mainly need the back office organized and a periodic check-in. See Small Business Help.
- You want a one-off answer to a specific question. See Advice On-Demand.
What You Get
Expert financial strategy for the whole business
Financial report review
You will have your financial reports looked over and be advised upon.
Cash flow forecasts
Access to cash flow forecasts to make sure your cash flow will sustain your business.
Budgets and projections
Covering your entire business, or individual departments and projects — so you have confidence to make the right decisions with your finances, taxes, pricing and quotes, and other large decisions.
Regular CFO meetings
The meat and potatoes of our services. We show you the most important items from your financial data so you know what your business should be focusing on next. You don’t need (or want) to be bored with all the tiny details. That’s what you hired us for.
Unlimited communication access
To make sure you are never left without help.
Everything in Small Business Help
Accounting cleanup, tax and entity advice, working with your CPA, and optional bookkeeping.
How It Works
The path to financial success
Schedule a consultation
Let’s talk about your business, where you need help, and what it would look like to work together.
Get a straightforward plan
Let Forthright advise you on business financials and manage the complicated details behind the scenes.
Run your business with confidence
Run your business knowing all the important details behind the scenes are handled and you have a clear view of where your business is headed.
Know what your business should focus on next.
Schedule a call and see what a fractional CFO would change for your business.