Fractional CFO
In order to grow and scale profitably you need a financial partner who understands the ins and outs of your business. It takes more than software to know which decisions will support (or tank) your business growth.
Working side-by-side with you and your team we help to eliminate challenges and seize opportunities through comprehensive, ongoing analysis of your financial health so that you have the knowledge you need to amplify your results.
Corporations don’t make major decisions without the input of their financial team because they must operate with intention and strategy every step of the way.
You can adopt this key financial habit by adding a Fractional CFO services to your support team.
We work exclusively with growing service based businesses that are ready to
- RGrow a sustainably profitable business with a strategy and a forward looking plan;
- RGet a grip on their numbers and understand the financial impact of their business decisions; and
- RBe able to get real time reporting on the financial health of their business at any point in time.
- RRun a business that supports your team, family and community through a holistic approach to business financial management.
All with the help of experienced and executive-level leadership at a fraction of the cost to a full time CFO.
Our Fractional CFO Services offer the following
STRATEGY & PLANNING
- Vision & Goal Setting
- Budget & Cash Flow Forecasts
- 1:1 Meetings & Strategy Sessions
SYSTEMS & TOOLS
- Bookkeeping
- Payroll Support
- Expense Management
REPORTING & ANALYSIS
- Real Time Dashboard Reporting
- KPI Analysis & Scorecards
GOVERNMENT GRANTS
- Guidance on identifying and applying for assistance available to your business
What our clients are saying
How to know…
IF FRACTIONAL CFO SERVICES ARE RIGHT FOR YOU?
As your business grows, your responsibilities become more sophisticated, requiring even more time and making it more challenging to create and maintain the proper systems and controls to operate effectively and efficiently.
Now is the time to elevate your financial systems ERS Advisory if you:
- RAre operating a successful multi-6- or 7-figure business
- RWant to free up your time and work smarter not harder
- RRun your business with the right strategies, tools and people
- RIncrease profitability instead of heading down the road of financial life support
- ROrganize the challenges you face every day in your business to make them more manageable
FAQS
What if I already have an accountant or tax professional?
That’s great! We partner with your existing professionals and if you are unhappy with the professional you’re working with we can seamlessly transition you to someone who is the right fit for you in our network of professionals
What if I don't use an accounting system like Quickbooks or Xero currently?
No worries – we can set you up on an Accounting system that makes sense for your business. It is something we love to do and ensure you are up and running with the right foundations. PS. we are also Xero accredited which is our platform of choice
I don't know what my previous bookkeeper or accountant did in the past, can you help?
Yes we can definitely help and you can rest assured we will also guide you with the best processes to follow going forward. We also have a large network of professionals we work with and can you refer you to them if need be.
Can you do my taxes too? What if I haven't filed in years? Can you help?
We are not tax agents but have a large network of professionals we work with and can refer you to a trusted tax specialist
I'm not sure which service I need. Can you help? Can I reach out to you with questions?
Our guarantee to you…
We offer month-to-month services so that if at any point you feel that we’re not delivering growth to your bottom line, you can walk away. Risk-free.
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