Area of expertise

Fractional CFO Services

1 Particular CFO supports entrepreneurs, non-profits, and start-ups who require the skills and expertise of a Chief Financial Officer (CFO), but have yet to reach the level to hire a full-time CFO. By collaborating alongside you every step of the way, 1PCFO will get and keep your financial ecosystem in BALANCE! Watch your profits grow, drive your company’s value, and safeguard compliances, with 1PCFO’s strategic and comprehensive operational and business analysis.

Building Blocks to Balancing your Business

Let 1Particular CFO build balance so that your business is aligned!

Building Blocks to Balancing your Business

Areas of Expertise

Financial Ecosystem

Financial Accounting and Reporting relates to the oversight of a company’s day-to-day financial transactions. These transactions are recorded, summarized, and presented in a financial report.

Cash Flow Management & Analysis

Cash Flow Management is the process of understanding and optimizing the amount of money, cash and non-cash, moving into and out of a business. Analyzing the amount of money available to run business operations and complete transactions.

Budgeting & Forecasting

 Budget is an outline of expectations for what a company wants to achieve for a particular period. Forecasting estimates a company's future financial outcomes by examining historical data.

Operational Advisory Services

Operational Analysis is a method of examining the performance of the operations. Measuring that performance against an established set of cost, schedule, and performance parameters.

Business Management Advisory

Business Management is the coordination and administration of business activities, tasks, human capital and resources to achieve a set objective.

Grant Compliance

Grant Compliance is following all standards and guidelines to ensure that you are meeting program rules and requirements, by documenting processes, progress, and impact, and the reporting of all data.

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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