Fractional CFO Services

‍Fractional CFO

Fractional Controller

Virtual CFO Advisory


Strategic Planning & Financial Modeling

‍Forecasting & Cash Flow Planning

Financial Performance Analysis

Consulting & Financial Modeling

Entity Formation & Strategic Planning

Buy vs. Build Analysis

Succession Planning
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Systems & Process Optimization

‍Accounting Software/System Analysis

Accounting Software/System Implementation

Core Accounting

‍Monthly Accounting & Reconciliations

Working Capital Analysis

Net Operating Loss / Tax Credit Carryforward


Payroll Services

‍Payroll Setup

Payroll Management

Payroll Tax Return Preparation

Individual & Business Returns

‍Individual Returns

Corporate / Partnership / Sole Proprietor

Organizational Returns

Not-for-Profit
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Estate & Trust Returns

‍Estates, Gifts, and Trusts


Tax Resolution & Representation

‍Quarterly Estimated Payments

IRS & State Notice Resolution

IRS & State Audit Representation

Foreign Income Reporting

Pre-Transaction
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Exit Readiness Assessment

Risk Analysis

Valuation Modeling

Pre-Transaction Tax Planning

Tax Elections

Equity Gifting

Normalizing Financial Statements


Deal Structuring & Execution

Deal Structure Analysis (Equity vs. Asset)

Letter of Intent Analysis

Purchase Agreement Analysis

Earn-Out Analysis

Purchase Price Allocation

Seller Financing Implications

After-Tax, After-Debt Walkaway Cash Calculations

Buyer & Seller Due Diligence


Post-Transaction Support

Opening Balance Sheet Preparation

Net Working Capital True-up Calculations & Negotiations

Installment / Earn-Out Calculations

Compliance Setup (EINs, Elections, Registrations)