FINANCIAL COACHING FOR STRIVING BUSINESS OWNERS
Fractional CFO Services
Fractional CFO Services
Your Partner in Financial Clarity and Growth for 7 & 8 Figure Business Owners
If you’re a 7 or 8 figure business owner, you know that success brings complex financial challenges. Effective cash flow management, accurate forecasting, and strategic planning are crucial to sustain growth, maintain profitability, and plan for the future. At CEO Finance Academy, we specialize in helping high-performing business owners like you make confident financial decisions and elevate your business with expert fractional CFO services.
Why Choose Fractional CFO Services?
A full-time CFO might not be necessary or affordable for many businesses in their growth phase, yet the demand for high-level financial guidance remains. Our Fractional CFO services give you the critical insights and strategic support you need at a fraction of the cost. By partnering with CEO Finance Academy, you gain access to seasoned financial expertise and guidance that aligns with your business goals without the commitment of a full-time hire.
Plain and simple our goal is to improve your overall profitability, streamline your systems, and raise your level of financial education
How Our Services Benefit 7 & 8 Figure Businesses
For business owners generating over seven figures, maintaining sustainable growth while managing costs is essential. Our fractional CFO services provide the following advantages to help you take your business to new heights:
Financial Clarity:
With regular cash flow projections and oversight, you’ll gain a complete picture of your financial health, ensuring transparency and actionable insights.
Enhanced Profitability:
Our expertise in cash flow management and process improvement helps identify opportunities for cost-saving and optimization, which contributes to a more profitable business.
Scalability:
As your business grows, your financial needs evolve. Our fractional CFO services allow you to scale your financial strategy without committing to a full-time CFO, adjusting our support as your requirements change.
Informed Decision-Making:
Our monthly CFO calls and custom financial dashboard empower you with the information you need to make decisions that align with your business’s goals.
Reduced Financial Risk:
Cash flow projections and expert oversight mean fewer surprises. We help you prepare for upcoming expenses, seasonal changes, and potential obstacles, so you’re always one step ahead.
Our Services: Strategic Financial Support for High-Growth Businesses
Our fractional CFO services are designed to give you clarity and control over your finances. Here’s what you’ll get when you partner with CEO Finance Academy:
1. Monthly CFO Call (90 Minutes)
Each month, we’ll dive into your financial landscape, providing strategic insight, answering questions, and identifying opportunities for improvement. These CFO calls are an opportunity to refine your approach and stay on top of your financial goals.
2. Monthly Check-In Call (60 Minutes)
A monthly 60-minute check-in call provides a regular touchpoint to ensure we’re addressing your ongoing needs, monitoring key metrics, and making adjustments as your business evolves.
3. Oversight of Your Accounting Team
Managing an accounting team takes time and financial expertise. We’ll provide oversight, ensuring your team follows best practices, maintains accuracy, and streamlines accounting processes, saving you time and enhancing productivity.
4. Accounting Process Improvement
We analyze your current accounting workflows and implement improvements to boost efficiency and accuracy. Enhanced processes result in clearer insights, less manual work, and better data to drive decision-making.
5. Rolling 12-Month Cash Flow Projections
With our 12-month rolling cash flow projections, you’ll know exactly where your business stands today and where it’s heading. These projections are customized to reflect your unique business cycles and help you plan for the future with confidence.
6. Cash Flow Management Training and Education
Understanding cash flow is essential for long-term success. We’ll equip you and your team with training and education around cash flow management, so you have the tools to manage and optimize your cash position.
7. Custom Financial Dashboard
Your financial dashboard offers a centralized view of your financial performance, bringing all key metrics together in an easy-to-use interface. From cash flow and expenses to profitability, this dashboard keeps you in control and informed.
8. Quarterly Tax Planning
Your financial dashboard offers a centralized view of your financial performance, bringing all key metrics together in an easy-to-use interface. From cash flow and expenses to profitability, this dashboard keeps you in control and informed.
Types of Businesses We Have Worked With
Construction
Roofing
Healthcare Practices (Dental, Physical Therapy, Home Health Care Agencies)
PR Agencies
Property Management
Med Spas
Digital Marketing Agencies
Ecommerce Brands
Staffing Agencies
Product Based Businesses
Painting
Restaurants
Insurance Agents
Manufacturing
Pricing
Services start at $3500/mo and can vary depending on business needs and bookeeping cleanup
Hear How Fractional CFO Services Have Helped One Of Our Multi 7 Figure Roofing Company Owners
Your Partner in Financial Clarity and Growth for 7 & 8 Figure Business Owners
If you’re a 7 or 8 figure business owner, you know that success brings complex financial challenges. Effective cash flow management, accurate forecasting, and strategic planning are crucial to sustain growth, maintain profitability, and plan for the future. At CEO Finance Academy, we specialize in helping high-performing business owners like you make confident financial decisions and elevate your business with expert fractional CFO services.
Why Choose Fractional CFO Services?
A full-time CFO might not be necessary or affordable for many businesses in their growth phase, yet the demand for high-level financial guidance remains. Our Fractional CFO services give you the critical insights and strategic support you need at a fraction of the cost. By partnering with CEO Finance Academy, you gain access to seasoned financial expertise and guidance that aligns with your business goals without the commitment of a full-time hire.
Plain and simple our goal is to improve your overall profitability, streamline your systems, and raise your level of financial education
How Our Services Benefit 7 & 8 Figure Businesses
For business owners generating over seven figures, maintaining sustainable growth while managing costs is essential. Our fractional CFO services provide the following advantages to help you take your business to new heights:
Financial Clarity:
With regular cash flow projections and oversight, you’ll gain a complete picture of your financial health, ensuring transparency and actionable insights.
Enhanced Profitability:
Our expertise in cash flow management and process improvement helps identify opportunities for cost-saving and optimization, which contributes to a more profitable business.
Scalability:
As your business grows, your financial needs evolve. Our fractional CFO services allow you to scale your financial strategy without committing to a full-time CFO, adjusting our support as your requirements change.
Informed Decision-Making:
Our monthly CFO calls and custom financial dashboard empower you with the information you need to make decisions that align with your business’s goals.
Reduced Financial Risk:
Cash flow projections and expert oversight mean fewer surprises. We help you prepare for upcoming expenses, seasonal changes, and potential obstacles, so you’re always one step ahead.
Our Services: Strategic Financial Support for High-Growth Businesses
Our fractional CFO services are designed to give you clarity and control over your finances. Here’s what you’ll get when you partner with CEO Finance Academy:
1. Monthly CFO Call (90 Minutes)
Each month, we’ll dive into your financial landscape, providing strategic insight, answering questions, and identifying opportunities for improvement. These CFO calls are an opportunity to refine your approach and stay on top of your financial goals.
2. Monthly Check-In Call (60 Minutes)
A monthly 60-minute check-in call provides a regular touchpoint to ensure we’re addressing your ongoing needs, monitoring key metrics, and making adjustments as your business evolves.
3. Oversight of Your Accounting Team
Managing an accounting team takes time and financial expertise. We’ll provide oversight, ensuring your team follows best practices, maintains accuracy, and streamlines accounting processes, saving you time and enhancing productivity.
4. Accounting Process Improvement
We analyze your current accounting workflows and implement improvements to boost efficiency and accuracy. Enhanced processes result in clearer insights, less manual work, and better data to drive decision-making.
5. Rolling 12-Month Cash Flow Projections
With our 12-month rolling cash flow projections, you’ll know exactly where your business stands today and where it’s heading. These projections are customized to reflect your unique business cycles and help you plan for the future with confidence.
6. Cash Flow Management Training and Education
Understanding cash flow is essential for long-term success. We’ll equip you and your team with training and education around cash flow management, so you have the tools to manage and optimize your cash position.
7. Custom Financial Dashboard
Your financial dashboard offers a centralized view of your financial performance, bringing all key metrics together in an easy-to-use interface. From cash flow and expenses to profitability, this dashboard keeps you in control and informed.
8. Quarterly Tax Planning
Your financial dashboard offers a centralized view of your financial performance, bringing all key metrics together in an easy-to-use interface. From cash flow and expenses to profitability, this dashboard keeps you in control and informed.
Types of Businesses We Have Worked With
Construction
Roofing
Healthcare Practices (Dental, Physical Therapy, Home Health Care Agencies)
PR Agencies
Property Management
Med Spas
Digital Marketing Agencies
Ecommerce Brands
Staffing Agencies
Product Based Businesses
Painting
Restaurants
Insurance Agents
Manufacturing
Pricing
Services start at $3500/mo and can vary depending on business needs and bookeeping cleanup
Hear How Fractional CFO Services Have Helped One Of Our Multi 7 Figure Roofing Company Owners
TESTIMONIALS
What Our Clients Say
Melissa Buffer
Brick and Mortar Owner
Josh Payne
Online Business Coach
Alexis Sams
Brick and Mortar Owner
Joses & Eliana Ngugi
Online Education Business Owner
David Cartolano
Marketing Agency Owner
Nate Navas
Podcast Agency Owner
Duane Scotti
Online Fitness Coach
Javier and Marissa Carlin
Business Coaches for Dietitians
“You have helped me SO MUCH with this. I finally feel confident and secure in my abilities to do this business thing without a job as a safety net. Forever grateful.”
Brooke Czarnecki
Dietician & Owner
"It's been phenomenal working with Alex & Will with my business finances. Before them, I didn't have a systematic way of handling it or even truly understand what impact it was having on my personal life. If you are looking to scale your business, have more peace of mind, and find more profit in your business don't wait."
Joey Allbritton
Marketing Agency Owner
Remote Offices In
Salt Lake City, UT & Pittsburgh, PA
team@ceofinanceacademy.com
(385) 422-8909
CEO Finance Academy
Healthy Funnel, LLC
DBA: CEO Finance Academy
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