Fractional CFO
At Berry & Associates, we understand that not every business needs a full-time Chief Financial Officer, but every business deserves expert financial guidance. We provide bookkeeping and financial reporting expertise that helps our clients achieve optimized performance and productivity. Whether you’re a small, local business or a multinational corporation, we can help you reach new levels of success. Our Fractional CFO service delivers the strategic insight, oversight, and leadership of an experienced CFO—at a fraction of the cost.
Our Fractional CFO Process
- We start with a complimentary consultation to understand your business, goals, and current financial challenges.
- We’ll ask targeted questions to identify your needs and determine how our expertise can help.
- Our team conducts a thorough financial health assessment, including a review of your current accounting procedures, tax situation, and growth objectives.
- You’ll receive a customized service proposal outlining our recommended approach, deliverables, and transparent pricing.
- Once you’re ready to move forward, we’ll onboard your business—setting up secure access to your financial data and introducing you to Fractional CFO, who will personally oversee your account.
- We’ll establish clear communication channels and schedule regular check-ins.
- We implement best-in-class accounting procedures, optimize your financial reporting, and provide ongoing strategic guidance.
- Our services include cash flow forecasting, budgeting, investment analysis, 401k planning, multi-state tax compliance, and more—tailored to your unique needs.
- You’ll receive timely, actionable reports and insights to support informed decision-making.
- We proactively monitor your financial health, flagging opportunities and risks before they become issues.
- Enjoy 24-hour support time for all inquiries.
- As your business evolves, we adapt our services—scaling up support and bringing in additional team members as needed.
- Monthly financial statement review and analysis
- Basic financial statement preparation
- Bank and credit card reconciliation
- Monthly profit & loss statements
- QuickBooks Online setup and maintenance
- Email support with 24-hour response time
- Everything in Growth, plus:
- Accounts payable management
- Accounts receivable tracking
- Cash flow monitoring/optimization
- Detailed budgeting and rolling forecasts
- Custom KPI dashboard/reporting
- Liaison with banks, vendors, and investors
- Profitability and cost analysis