Why Partner With a Fractional CFO?
Hiring a full-time CFO can be costly. A fractional CFO gives you high-level financial strategy at a fraction of the cost—without sacrificing expertise.
We help you with:
- Improve cash flow stability
- Increase profitability
- Reduce tax liabilities
- Strengthen financial controls
- Create scalable growth systems
- Make data-driven decisions
- Understand your numbers with clarity
Whether you’re in construction, a restaurant, or a service-based business, our process adapts to your business model and industry needs.
Cash Flow Forecasting
Cash flow is the lifeline of your business. Without proper insight into inflows and outflows, minor issues quickly become significant financial challenges.
Our cash flow forecasting helps you:
- See future cash shortages
- Plan for slow seasons or growth periods
- Understand your break-even points
- Set smarter payment terms
- Manage vendor and contractor obligations
- Avoid costly shortfalls and surprises
We build rolling 12-month forecasts and maintain them month-to-month so you always know your financial position and can plan your next move with certainty.
Budgeting & Financial Planning
Create a Budget That Drives Growth
We work with you to create a budget that:
- Aligns with revenue goals
- Accounts for seasonality
- Controls expenses
- Improves profit margins
- Supports hiring and scaling decisions
Strategic Financial Planning
Our financial planning services include:
- Profitability analysis
- Hiring and labor cost planning
- Operating expense management
- Strategic reinvestment planning
- Financial risk assessments
Tax Reduction Strategy & Proactive Planning
Tax strategy should be proactive—not reactive. Our fractional CFO team helps you keep more of your money through compliant and strategic tax planning.
We implement strategies such as:
- Entity structure optimization
- Deduction maximization
- Expense categorization and planning
- Owner compensation strategies
- Retirement and benefit planning
- Depreciation planning
- Quarterly tax forecasting
Our goal is to legally minimize your tax burden while strengthening your long-term financial position.
Local NH Expertise & Virtual Fractional CFO Across the U.S.
Whether you prefer in-person support in New Hampshire or virtual meetings, we provide flexible fractional CFO services that fit your business needs, no matter where you are in the United States.
We Support Small Businesses Through:
- Virtual Zoom consultations
- Ongoing monthly advisory sessions
- Quarterly financial reviews
- On-demand financial strategy support
- Clear, easy-to-understand reporting
You get expert guidance—delivered in the way that works best for your schedule.
Ready to Build a More Profitable, Scalable Business?
Your business deserves a financial partner who sees the big picture and helps you make confident decisions.
Our Fractional CFO services give you the clarity, strategy, and structure you need to grow.
Book your free strategy session today—available locally in New Hampshire and virtually across the U.S.
If you are looking for a fractional CFO or financial advisor for your mid-sized business, I would recommend Luis.
Doug Waldman
★ ★ ★ ★ ★
