FRACTIONAL CFO ADVISORY SERVICES
FAIntellics CPA Advisory, P.C. provides Fractional CFO services that deliver experienced financial leadership without the cost of a full-time executive. Serving healthcare, legal, real estate, mortgage, and SaaS organizations, we embed data-driven insights and Big Four rigor into your finance function to support proactive, evidence-based decision-making.
Startup & Founder Package (Ideal for early stage or small practices and firms)
- Bi-annual financial close review
- Management of bookkeeping processes (AP/AR oversight, bank reconciliations)
- Cash-flow monitoring and basic forecasting
- Preparation of bi-annual P&L and balance sheet reports
- Ad-hoc budget adjustments and variance analysis
- Tax return preparation for your entity
Growth & Scale Package (Designed for growing organizations)
Includes everything in Startup & Founder, plus:
- Quarterly budget & forecast updates with rolling 12-month projections
- Accounts receivable management and collections strategy
- Payroll review and cost controls for staff and contractors
- Preparation of quarterly management reports for boards or investors
Customized Package(For established enterprises)
Includes everything in Growth & Scale, plus:
- Full financial statement preparation and audit support
- Monthly key-metric dashboards (cash burn, gross margin, operating ratio)
- Capital-expenditure planning and long-range cash-flow modeling
- Vendor contract reviews and cost-optimization initiatives
- Coordination with the external audit firm