balance your business

Fractional CFO Services

Just like the flamingo is successful at balancing on one leg, 1 Particular CFO can successfully balance your business to build financial success!

1 Particular CFO brings balance to businesses by creating insights and strategies for non-profits and serial entrepreneurs to make informed decisions, execute on key objectives, attain their goals, and lead their business into an intentional future.

What is Fractional CFO?
Why does your company need one?

1PCFO is a fractional or “part-time” CFO that will use its extensive CFO-level experience and financial expertise to assist new businesses in setting up their financial strategies, or can step in to fix costly, financial problems you can’t seem to get out of. By collaborating alongside you, our goal is to keep your financial ecosystem in BALANCE!

Our Approach

A welcoming manner is how we do business. Our goal is to make sure you are comfortable opening your accounting records and business to us. Unlike a typical “numbers person,” We have a creative, artistic side that allows us to connect with you so that we can provide you with solutions that solve your current financial challenges, and avoid future ones. Together, we hope to build a financial house that has balance so that it can reach its potential!

Honest Results

With numbers there are no grey areas. We will not put our name on anything that is not 100% truthful. Our promise is to be completely forthright and honest with you, and expect that you will be transparent with us. We are a team!

Financial Ecosystem
Cash Flow Management & Analysis
Budgets & Forecasts
Operational Advisory Services
Business Management Advisory
Grant Compliance

Having Trouble Finding Balance in Your Business?

You’re Not Alone. We Here to Help!

Schedule a free 30-min consultation
and see how 1PCFO can obtain financial BALANCE in your business!

Frequently Asked Questions

Learn How it Works!

Why use a Fractional CFO?

A fractional CFO is a financial professional who provides part-time or intermittent Chief Financial Officer (CFO) services to a company. This can include financial planning, budgeting, forecasting, risk management, and other financial responsibilities typically handled by a full-time CFO. A fractional CFO may work for multiple companies on a part-time basis, or may work for a single company on a temporary or project basis. The use of a fractional CFO is becoming increasingly popular among small and medium-sized businesses that may not have the resources to hire a full-time CFO.

My business hasn’t filed taxes in two years, can 1PCFO help get us in good standing?

1PCFO can assist your business to get accounting records up to date, in a manner that will be acceptable to your tax accountant.  We will reconcile balance sheet accounts and help you understand your profit and loss statements.  1PCFO will work with your tax accountant to the extent that is necessary and provided for in our engagement letter with you.

It is important to work with a qualified professional to prepare your tax returns and to work the IRS. We recommend you engage with a CPA in your state specializing in tax preparation, or an Enrolled Agent.

What separates 1PCFO from other Fractional CFOs?

1PCFO is a provider of fractional CFO services that differs from other providers in terms of qualifications, experience and services offered. We provide part-time/contract chief financial officer services to small and medium-sized businesses and Non-profits.

We offer a range of financial services such as Financial ecosystem planning, Cash flow management and analysis, Budgets and forecasts, Operational advisory services, Business management advisory, Grant review and compliance and more.

Our services are valued to each unique client and is based on your level of service requested.

What’s the process for working with 1PCFO?

Initial contact: 30 minute no fee consultation, usually via phone call to discuss your business and general requirements for our services.

Requirements assessment: 1 hour assessment either in person or via zoom. Where we will further dive into your accounting records and needs assessment. This will include completing our client survey.  From here we are able to determine what the scope of work will entail and generally have a verbal agreement.

Engagement letter: 1PCFO will provide an engagement letter of the scope of the work and terms of payment. The engagement will commence after the letter is signed and returned, and initial payment is made.

Implementation: 1PCFO will begin working with you on your engagement.

Get Balanced!

Schedule a free 30-min consultation and see how 1PCFO can obtain financial BALANCE in your business!

Email Address

suzi@1particularcfo.com

Call Me

(813) 597-5063

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