Fractional CFO Services

Expert financial guidance for startups and growing businesses in the USA.

A person seated on a gray sofa is writing with a pen on papers spread over a dark coffee table. A cup with a logo and a calculator are also on the table. The setting appears to be a modern, well-lit lounge with narrow vertical wooden strips on the wall behind.
A person seated on a gray sofa is writing with a pen on papers spread over a dark coffee table. A cup with a logo and a calculator are also on the table. The setting appears to be a modern, well-lit lounge with narrow vertical wooden strips on the wall behind.
Cashflow Forecasting

Utilize Fathom for accurate cashflow predictions and management.

Inventory Management

Optimize inventory costing with SOS Inventory for better profitability.

Financial Statements

Comprehensive business financial statements for informed decision-making.

Accounting Function Setup

Setup cloud accounting setup designing of Chart of Accounts and process designing

Profit Management

Implementation of Profit First Strategy to ensure stable cashflow and liquidity

Fractional CFO Services

What is a fractional CFO?

A fractional CFO is a part-time financial expert supporting businesses with strategic financial management and decision-making.

Why do businesses need this?

Small and medium businesses benefit from fractional CFOs for cost-effective financial guidance and expertise without full-time commitment.

What services do you offer?

We offer cash flow forecasting, inventory management, financial statements, and pitch deck reports tailored for startups and growing businesses.

How can I get started?

Email us and we will reach out to you.

Contact us for a consultation.
What industries do you serve?

We serve various industries, focusing on startups and growing businesses across the United States.

RealTax's fractional CFO services transformed our financial strategy and boosted our growth significantly.

John D.

A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.
A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.
A modern workspace setup featuring a smartphone with the Charles Schwab logo displayed on the screen. It rests on a light-colored table beside a cup of black coffee and a part of a laptop keyboard.
A modern workspace setup featuring a smartphone with the Charles Schwab logo displayed on the screen. It rests on a light-colored table beside a cup of black coffee and a part of a laptop keyboard.

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