Fractional CFO &
Consulting Services

At AOE Bookkeeping & Accounting Services, we don’t just report numbers. We architect financial clarity. We offer Executive-Level Financial Leadership without the Full-Time CFO Salary. We help growing businesses gain control of cash flow, improve profitability, and make confident financial decisions.

Core Advisory Services

Strategic leadership calls require a high-level financial expert to work with you to make critical decisions for the next quarter.

Analyze financial performance and uncover blind spots.

Cash flow mastery with advanced resource management to ensure you always have the capital to expand.

Cost center variance reporting compares your planned spending vs. actual spending to catch leaks before they drain your treasury.

Month-end close oversight involves a total audit every month to ensure your financial engine is running at 100% efficiency.

Coordinate with tax professionals, auditors, and accounting teams.

Fractional CFO & Consulting Packages

All packages are customized based on client needs.

Legendary Gear Package

Designed for growing businesses that need executive-level financial oversight without a full-time CFO.

Starting at $1,500.00/month
Monthly Retainer Required

Includes Core Advisory Services

  • Monthly executive strategy call (1:1 with leadership)
  • Monthly financial review & performance analysis
  • Cash flow forecast & liquidity planning
  • Budget vs. actual variance review
  • Month-end close oversight
  • Coordination with bookkeeper & CPA
  • Fractional CFO add-on packages available

Fractional CFO Add-On Packages

 

Negotiated based on the client’s needs

Growth & Strategic Add-Ons

  • Custom financial modeling & scenario planning
  • Budget creation or full financial architecture setup
  • Pricing strategy & margin optimization
  • Expansion & hiring modeling
  • Contract review & cost structure analysis

Investor & Capital Readiness Add-Ons

  • Due diligence preparation
  • Data room organization
  • Board reporting support
  • Audit preparation
  • GAAP conversion & technical accounting

Operational Transformation Add-Ons

  • SOP development & process design
  • Chart of accounts overhaul
  • Accounting system implementation
  • RFP coordination (auditors/software)
  • KPI dashboard initial build
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Fractional CFO Services FAQ

What exactly does a Fractional CFO do?

A Fractional CFO gives you executive-level financial leadership without the cost of a full-time C-suite salary. We act as your high-level strategist, handling cash flow forecasting, budget vs. actual reporting, and long-term growth planning.

How often do we have performance meetings?

Depending on your package, we offer monthly or every 2-week strategic leadership calls. We also provide real-time stats via a KPI dashboard so you can see your numbers whenever you need them.

Do you coordinate with my existing CPA or legal counsel?

Yes. A major part of the CFO’s role is stakeholder coordination. We speak the language of tax CPAs, bankers, and auditors, ensuring that your entire financial team is moving toward the same objective.