Fractional CFO & Strategic Advisory Services

Fractional CFO services to help you lead with confidence.

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Power Up Your Financial Success

See how fractional CFO services can deliver immediate results and transform your business.

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What services does a fractional CFO offer?

Fundraising:

Guide venture funding or raising debt to finance growth, developing pitch decks, financial modeling, completing due diligence.

Market expansion:

Do competitive research to decide which markets to expand into to maximize return on investment.

Financial growth strategy:

Decide which projects to undertake and assess business initiatives to develop a long-term plan.

IPOs and exit strategy:

Create a strategy for going public or selling the business.

Cash flow management:

Create a sustainable plan when a company’s growth outstrips its capacity to produce, fund operations or reinvest.

Finance department management:

Oversee, mentor and strategically hire finance and accounting personnel.

Drive your business forward with expert outsourced CFO services.

Whether you are looking to increase profitability, attain financing or navigate a transition, a part-time CFO offers years of experience and the consulting needed to help lead the way.

Strategic CFO consultants on your terms

Augment your team or outsource finance and accounting at a fraction of full-time or big-firm costs.

20x more efficient

AI-matching technology gets you the right person in days, not weeks, vs. traditional recruiting.

Elite fractional CFO advisors

We accept less than 2% of applicants, many hailing from Big Four, Fortune 500 and top CPA firms.

Business Process Consulting

Growth Strategy

Startup Services

Transaction Advisory

What You Get with Our Monthly CFO Services

Business Process Consulting

Eliminate Waste with Streamlined Operations

Streamline your finance processes and overall operations with expert guidance. Our business operations consultants identify weaknesses, reduce costs, and enhance cash flow to drive your success.

  • Weigh operational performance against industry benchmarks via SWOT analysis.
  • Smooth out supply chain management with optimized contracts.
  • Develop KPIs and compensation strategies to incentivize efficiency and track across teams.
  • Fine-tune systems and workflows to remove redundancies and inefficiency.
Simplify Your Accounting

Growth Strategy

Drive success with expert outsourced CFO services

Create a clear roadmap for your business. Partner with CPA’s fractional CFOs bring decades of expertise and strategic insight to help you achieve short- and long-term success.

  • Explore and assess your go-to-market strategy for a successful launch.
  • Find opportunities to reduce costs, increase revenue and preserve value.
  • Define long-term milestones to achieve your biggest goals.
  • Understand your company’s SWOT framework to determine your advantage.
FINE TUNE YOUR GROWTH STRATEGY

“The bookkeeper we’re working with is wonderfully responsive and able to bring clarity even to our blind spots. She is already an important part of our team only one month in.”
– Jacquelyn C., Managing Director and Co-Founder

Trusted by Thousands of U.S. Businesses

Whether you are a startup or a well-established business, we provide the expertise you need to thrive. See why companies nationwide rely on us as their trusted financial partner.

100%

US-based talent

60+

industries served

250+

skill sets

15

avg. years of experience

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Why Outsource Your Accounting and Bookkeeping?

Outsource your accounting to trusted experts for better compliance, cost savings, and reliable service. Enjoy a seamless experience and top-notch financial management from professionals who deliver results.

APPLY AS AN EXPERT

Startup CFO Services

Simplify financing for your startup with expert fractional CFO services

When pursuing equity or debt financing, Partner wIth CPA outsourced CFO services for startups are designed to help you direct your time and energy where you are most effective. 

Transactional Activities:

  • Tap into qualified experts, 60% of our fractional CFOs have startup experience.
  • Get sophisticated reporting, insights and analysis to support fundraising.
  • Leverage flexible, cost-effective support as your startup scales.
  • Engage full-spectrum expertise so you can focus on driving innovation.
FIND YOUR GROWTH PARTNER

Transaction Advisory

Confidently take your business to the next level with expert outsourced CFO services

Prepare for the next stage with strong financials and a clear view of the competition. Maximize your value in exits or mergers & acquisitions with strategic CFO guidance.

Transactional Activities:

  • Optimize finance operations sooner so you don’t miss a potential deal.
  • Perform buy-side due diligence on challenges, risks and opportunities.
  • Identify outstanding payments and resolve discrepancies earlier.
  • Boost negotiation power with confidence in your books.
MAXIMIZE YOUR VALUE

Why Choose Us

Why Partner with CPA is the Right Choice for Your Bookkeeping in the USA

Looking for top-notch bookkeeping services in the USA? You are in the right place! Partner with CPA’s skilled bookkeepers and accountants handle all your bookkeeping needs nationwide.

From recording transactions and preparing financial reports to reconciling bank accounts and managing payroll, we ensure your finances are accurate, compliant, and stress-free. Our team also tracks accounts payable and receivable, handles budgeting and forecasting, and ensures you are always ready for what’s next.

With Partner with CPA, you’ll get expert support and precise financial management to keep your business running smoothly.

FREE CONSULTATION

TRUSTED BY BUSINESSES LIKE YOURS

Fractional CFO Consulting & Real-Time Business Solutions

Partnerwithcpa-powered platform helps companies hire fractional CFO talent, speeds up processes and unlocks data-driven insights to solve immediate and long-term business challenges like never before.

  • Ready-to-start
    expertise
  • Streamlined
    onboarding
  • Full project management
    support
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Help Center: Frequently Asked Questions

Find quick answers to your questions in our Help Center. We’re here to assist you with solutions to common concerns.

Bookkeeping is the process of organizing, categorizing, and maintaining a business’s daily financial transactions, ensuring accurate financial records and seamless financial management.

Bookkeeping services assist businesses in managing their financial records with the help of skilled professionals. These services can cover tasks such as recording transactions, reconciling accounts, and preparing financial reports, tailored to meet the specific needs of your business, including comprehensive support from a full-charge bookkeeper.

Bookkeepers specialize in managing daily financial tasks such as payroll, expense tracking, and maintaining accurate records. CPAs, on the other hand, focus on taxes, financial consulting, and strategic planning. If you need assistance with day-to-day finances, a bookkeeper is ideal. However, for tax preparation, compliance, or financial strategy, a CPA is the better choice.

While the terms “accountant” and “bookkeeper” are sometimes used interchangeably, their roles and expertise differ significantly. Bookkeepers handle daily financial tasks like transaction recording and reconciliation, typically at a lower hourly rate. Accountants, on the other hand, focus on more complex financial analysis, tax preparation, and strategic planning, which often comes with higher fees.