Fractional CFO & Strategic
Advisory Services

Get expert financial leadership with Fractional CFO & Strategic Advisory Services to optimize cash flow, plan strategically, and drive growth. Access high-level insights without the cost of a full-time CFO, ensuring smarter decisions and long-term success.

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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.

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

More Than an Accountant—A True Partner

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“This team goes beyond just crunching numbers. They’ve helped us streamline operations, plan for the future, and make smarter financial decisions. Highly recommend!”
— Emily T., Marketing Agency Owner

A Stress-Free Financial Experience

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“I used to dread dealing with finances, but now I have peace of mind knowing everything is handled correctly. Their team is professional, responsive, and truly cares about their clients’ success.”
— Jessica M., Fitness Studio Owner

Reliable, Professional, and Worth Every Penny

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“We’ve worked with other accountants before, but none compare to Partner with CPA. Their attention to detail and proactive approach have been a game-changer for our business.”
— David S., Real Estate Investor

Why Choose Our Services?

We offer personalized financial solutions designed to fit your business perfectly. From tax compliance
to strategic planning, we help you reach your goals with expert guidance and unmatched efficiency.

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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 simple, stress-free bookkeeping in the USA? Partner with CPA takes care of everything—tracking transactions, managing payroll, reconciling bank accounts, and keeping your finances accurate and compliant. We also handle budgeting, forecasting, and cash flow, so you’re always prepared for what’s next. With our expert team, you’ll have more time to focus on growing your business while we keep your finances in order.

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TRUSTED BY BUSINESSES LIKE YOURS

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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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.

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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.

A Fractional CFO is an experienced financial expert who provides CFO-level guidance on a part-time or as-needed basis. Partner with CPA helps businesses with financial planning, cash flow management, forecasting, and strategic decision-making without the expense of hiring a full-time CFO.

A Fractional CFO helps improve financial stability, optimize cash flow, create growth strategies, and provide expert insights for better decision-making. Partner with CPA ensures you get high-level financial expertise without the full-time cost.

We work with businesses across various industries, including startups, small to mid-sized companies, professional services, and more. Our expertise is tailored to fit your unique financial and strategic needs.

Yes! We assist in financial modeling, fundraising strategies, investor presentations, and capital management to help secure funding and build strong investor confidence.

Getting started is easy! Contact Partner with CPA for a consultation, and we’ll assess your financial needs, outline a strategy, and provide expert guidance to help your business grow.