On-Site Accounting & Finance Support

Our Finance and Accounting Support service is designed for businesses that need experienced in-person bookkeeping help without the commitment of hiring a full-time staff member.

Support Where you Need It Most-A Practical Alternative to Hiring

Our service is ideal for businesses that need on-site accounting
support for tasks such as:

  • Coordinating with your internal team, CPA, or tax preparer
  • Organizing receipts, bills, and financial documents
  • Entering transactions into accounting software
  • Assisting with accounts payable and accounts receivable
  • Reconciling bank and credit card activity
  • Preparing records for month-end close
  • Helping maintain clean and organized books
Learn More

Our team provides support to suit your needs. Services can include:

Accounts Payable Specialists

Bills and invoices managed, organized, and ready for approval, helping you stay on top of payments and vendor records.

Accounts Receivable Specialists

Create invoices, apply customer payments, and follow up on past-due balances to keep cash flow on track

Payroll Specialists

organize employee hours, process payroll details, track deductions, and keep payroll records accurate.

Controllers

Oversee month-end close, improve reporting accuracy, and help turn your financial data into better business decisions.

Project Based Accounting

Accounting support to track income, costs, and job activity by project, helping to keep financial records organized.

Staff Support

On-site support for bookkeeping tasks, document organization and day-to-day financial workflows that need hands-on help

Get a Quote

FAQ

A Fractional CFO is a part-time or outsourced Chief Financial Officer who provides high-level financial strategy, forecasting, and management without the cost of a full-time CFO.
Startups, growing small-to-medium businesses (SMBs), and companies that need financial expertise but don’t require a full-time CFO benefit the most. This service is ideal for businesses managing rapid growth, cash flow challenges, investor relations, or financial restructuring.
  • Financial Strategy & Planning
  • Cash Flow Management
  • Budgeting & Forecasting
  • Financial Reporting & KPI Analysis
  • Fundraising & Investor Relations
  • Mergers & Acquisitions (M&A) Support
  • Profitability Optimization
  • Risk Management & Compliance
If your business requires financial expertise but doesn’t justify a full-time CFO salary, a Fractional CFO is a cost-effective solution.

Consider hiring a Fractional CFO if you’re experiencing:

  • Cash flow struggles
  • Inconsistent profitability
  • Difficulty securing funding
  • Rapid growth but lack financial structure
  • Investor or lender reporting needs

Need immediate advice?
Book a meeting with an advisor.

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.

Book an Advisory Meeting

(858) 247-1223