FRACTIONAL CFO ADVISORY SERVICES
At FAIntellics CPA Advisory, P.C., our Fractional CFO engagements deliver seasoned financial leadership on your schedule and within your budget. Tailored for Medical, Dental & Healthcare practices, Law Firms, Real Estate & Mortgage Brokers, and SaaS & Technology Startups, we embed data-driven insights and Big-Four rigor into your strategic finance function—empowering you to make proactive, evidence-based decisions without the full-time CFO price tag.
Startup & Founder Package (Ideal for early stage or small practices and firms)
- Monthly financial close review and guidance
- Management of bookkeeping processes (AP/AR oversight, bank reconciliations)
- Cash-flow monitoring and basic forecasting
- Preparation of monthly 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
- Sales-tax filings and coordination with external advisors, if necessary
Customized Package(For established enterprises)
Includes everything in Growth & Scale, plus:
- Full financial statement preparation (GAAP/IFRS) 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