​​Cost control is no longer the single priority in most organizations today.  Instead, our goal is to align both cost control and profitable growth. Allowing for you to focus on your customers’ experience, which is the only reason your business thrives.  

​​​​​​​​​​​​​Our Process

​Phase One

Control and Organize

  • ​Handle emergencies
  • ​Financial process review
  • Develop cash management process
  • ​Assessment of employees
  • ​Business plan and marketing analysis
  • ​Build a 90 - day plan

Phase Two


  • Assessment of the books
  • ​Implement best practices including;
  1. ​Monthly financial reviews
  2. ​Staff meetings
  3. ​Budgeting
  4. ​Strategic planning
  5. Cash control processes
  6. KPI's
  7. ​Using the numbers to run the business

Phase Three

Implement and Direct

  • ​Team and financial training
  • ​Maximize business valuation
  • Succession planning
  • Financing
  • ​Results

Ongoing Support and Services

  • Personal Meetings with your CFO, monthly

  • Budgeting and Goal Setting

  • Monthly financial and operational reviews 

  • Strategic Planning

  • Review of accounting processes and policies

  • Cash control processes

  • Review of your company's books

  • Development of World Class Financial Processes

  • Financial Training

  • Other areas that require improvement in order for you to achieve your goals, both financial and non-   financial, including Marketing

  • Team training


 [850] 934-4987


Our services include: CFO Services, Business Coaching, Bookkeeping, Business planning, Business Valuations, and Marketing.

  • The Fractional CFO's approach is to act as your partner vested in your business's success.

  • We focus on finance but we understand that many of our clients also need help in other aspects of their business.  

  • Fractional CFO's are well-rounded professionals who are there to help you succeed.

  • Think of your CFO as being Co-Sourced, not outsourced, an important member of your team.

​​The Fractional CFO  has well over 30 years of business financial-planning experience.  We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.

​​The Fractional CFO