CFO services
CFO services for growing Arizona businesses
Four ways to put a CPA led finance partner to work. Start with the one that solves today's problem, and add the rest as the business grows.
Which CFO service do I need?
If cash is unpredictable, start with cash flow forecasting. If your reports are hard to use, start with financial reporting. If a loan or expansion is coming, start with funding and growth planning. If you want all of it on an ongoing basis, fractional CFO service covers the full picture.
Fractional CFO
A CPA in your corner every month: results review, budget, forecast, KPIs and help with the bigger decisions.
See fractional CFOCash Flow and Forecasting
A rolling 13 week cash forecast and an annual budget built from your real numbers, updated monthly.
See cash flow forecastingFinancial Statements and Reporting
Clear statements, budget vs actual and a short KPI dashboard you can read in minutes.
See financial reportingFunding and Growth Planning
Projections and a lender ready package before a loan, SBA application, expansion or sale.
See funding and growth planningHow do the services compare?
Each service can stand alone, and each one is included inside an ongoing fractional CFO engagement. The table shows the main focus and typical format of each so you can see where to begin.
| Service | Main focus | Typical format |
|---|---|---|
| Fractional CFO | Planning, forecasting, KPIs and decisions | Monthly sessions, flat monthly fee |
| Cash flow and forecasting | 13 week cash forecast and annual budget | One time build or monthly updates |
| Financial statements and reporting | Monthly package and KPI dashboard | Monthly |
| Funding and growth planning | Projections and lender ready package | Project, often ahead of a loan |
Pricing for every service is quoted in writing after a free consultation. Bookkeeping, cleanup and QuickBooks work are handled by our sister firm, AZ Easy CPA.
Schedule a free CFO consultation
Talk through your cash flow, reporting or growth plans with Chris Badulescu, CPA. No cost and no obligation.