Fractional CFO
A Fractional CFO provides high-level financial strategy, without the full-time cost.
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How a Fractional CFO Works for Your Business
Our Process
Meet with your CFO
Initial consultation to access your current business’ financial data
Develop Benchmarks
CFO will develop a budget and benchmarks based on your goals, prior financial performance, and industry conditions.
Performance Review
CFO will assess and report actual financial performance relative to the benchmarks set on an ongoing basis.
Strategy Planning
CFO will help you develop strategic goals and financial plans to help you achieve them.
Monitor & Evaluate Strategy
CFO will provide ongoing support including evaluation of current strategy (revising as needed), monthly meetings, phone assistance, & planning.
Start Your Journey to Better Finances
A Fractional CFO can bring clarity to your business’s finances. They help optimize cash flow, create financial forecasts, and streamline your budgeting processes. With their expertise, you’ll make informed decisions that position your business for long-term success. Don’t wait until financial issues arise—proactively take control of your business finances today.
What You Can Get with Avenues Financial’s Fractional CFO Services
A Fractional CFO can address a variety of financial challenges, delivering the expertise and guidance you need to manage complex financial matters.
Strategic Advisory
Mergers and Acquisition Strategy
Financial Analysis
Interface with Financial Institutions
Financial and Risk Strategy
Capital Investment
Interpreting Management Reports
Product Pricing
If your small business is facing these challenges, it's a good sign that you ought to consider fractional CFO services.
Rapid growth without adequate financial planning models
Mergers, acquisitions, or other complex transactions
Unexpected cash flow issues
Inconsistent performance from your accounting team
Upcoming restructuring events (equity, debt, etc)
You're too occupied with other tasks to focus on finance
See What Our Past Customers Say About Avenues Financial
Kitty Medina
Nicole and Avenues Financial team was amazing to work with! They cleaned up my Quickbooks quickly and worked within my budget. They were clear about each step and have helped me understand my books better. Finally my Quickbooks are organized and I feel ready for filing Taxes for next year. I can’t thank you enough!
Kitty Medina
Nicole and Avenues Financial team was amazing to work with! They cleaned up my Quickbooks quickly and worked within my budget. They were clear about each step and have helped me understand my books better. Finally my Quickbooks are organized and I feel ready for filing Taxes for next year. I can’t thank you enough!
Kitty Medina
Nicole and Avenues Financial team was amazing to work with! They cleaned up my Quickbooks quickly and worked within my budget. They were clear about each step and have helped me understand my books better. Finally my Quickbooks are organized and I feel ready for filing Taxes for next year. I can’t thank you enough!
Our Clients
3 Things That Make Us Different
Most business owners don’t fully comprehend the financial issues in their business. Maybe some do, but a lot simply don’t have the knowledge to identify where they’re throwing away money or missing out on easy fixes. We understand that.
Financial Planning
When you become our client, we become focused on your success. Our team creates business growth services specially designed to deliver optimized results for your business. And as your business evolves and expands, we take the time to sit down and discuss alternatives that will make it stronger in the future.
Transparent Contracts
Our accounting packages are customizable to fit the needs and budgets of business owners and we offer up front - fixed monthly pricing for all of our services. We want all our clients to have a clear understanding of what they’re getting and what they’re paying. No one likes surprises when the invoice arrives.
Valued Relationships
Most firms are ready to bill you on time but are missing in action when you have a financial question - not us. At Avenues Financial, we truly enjoy working with our clients & have a passion for delivering great customer service. We want to understand your issues, your questions, and your hurdles to proactively find a solution that fits your needs.
Our Locations
We proudly serve businesses across the country, offering our expert financial services in every state. Whether you’re located in a bustling city or a rural area, our team is ready to help your business thrive.
