Most NJ small businesses don’t need a full-time CFO. But many have outgrown basic bookkeeping and need strategic guidance.
What a Fractional CFO Does
Cash flow forecasting, financial modeling, budgeting, KPI tracking, bank relations, pricing strategy, and strategic planning.
Signs You Need One
Revenue exceeds $500,000 and you’re unsure where profit is going, you’re planning to seek a loan, you need help with pricing and margins, or you’re considering a major business change.
How It Works
Typically 5-20 hours per month, flexible and scalable. Cost ranges from $2,000 to $5,000 per month — a fraction of a full-time CFO.
The CPA + CFO Advantage
When your fractional CFO is also your CPA, there’s no information gap. I’m already in your books and understand your tax situation.
Disclaimer: The information provided is for general educational purposes only and does not constitute tax, legal, or investment advice. This content is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. Tax outcomes depend on your specific facts and circumstances. Viewing this material does not create a CPA-client relationship. Personalized advice is provided only through a signed engagement letter.
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