As your business grows, more love and attention will be needed beyond that provided by bookkeeping and tax preparation.
As your fractional CFO, you can think of us as a partner on your team with you to help you use the information from financial reports to make strategic growth-minded decisions for the business.
Getting your books in order is step #1. Strategically planning and making decisions using that information is step #2. That's where the YFP Fractional CFO services come into play. These services help a small business owner get the expertise of a CFO at a fraction of the cost. We will be helping you strategize and grow with the hopes that if we are doing our job you will need to fire us someday to hire a full-time CFO to be on your team.
Bookkeeping & Payroll
Year-Round Tax Planning
Strategy
Whether you are a side hustler, solopreneur, or serial entrepreneur, we've got you covered. We will help with all of your filing needs including state and federal income tax filings, 1099s, payroll taxes, and more. Furthermore, we will be working with you and your business year-round to answer your tax question and to ensure we are optimizing the tax benefits that come with being a business owner.
Once we have our books in order and are optimizing taxes, it's time to make sure we are using all of that information to strategically help guide the business. In addition to helping you interpret your financial statements, our Fractional CFO services will help with budgeting, cash flow analysis, and business plan development.
It's as easy as 1-2-3. Ok, that's not true because there are 5 steps but you get the point.
Click the button below, give us some basic info, and we'll take it from there. If you want to take more with someone from our team to see whether or not there is a good fit, book a free discovery call.
That’s accounting-speak for “contract”. We’ll send you everything through our secure client portal, which is what you’ll use to upload documents and receive sensitive correspondence from us. Once signed, you’ll receive a congratulatory welcome letter from us outlining the next steps in our journey.
We’ve spent several years fine-tuning this important data-gathering process to make sure we have all the information we need and understand your business.
During the onboarding meeting, we will review the Quickbooks Online subscription level needed, chart of accounts, and financial statement setup, and ensure all accounts are syncing correctly.
After completing the onboarding and technical setup, we will develop an ongoing process for providing financial statements. In addition to helping you interpret your financial statements, our Fractional CFO services will help with budgeting, cash flow analysis, and business plan development.
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