5
Financial Systems & Process Improvement
Streamline reporting, automate workflows, and build financial systems that scale as your business grows
What a Fractional CFO Can Do For Your Business
4
Profitability Analysis
Identify your most profitable customers, products, and services — and eliminate activities that drain profit.
You're growing — but flying blind on the numbers
Your business is bigger, but the questions are harder: Are we actually profitable? Will we make payroll in three months? Should we hire or raise prices? A bookkeeper records the past — a CFO helps you decide the future. A full-time CFO costs $200K+ a year; a fractional CFO gives you that expertise for a fraction of the cost.
3
Budgeting & Growth Planning
Build realistic budgets and financial roadmaps that support hiring, expansion, investments, and long-term growth.
2
See the numbers that actually matter. Custom dashboards transform financial data into actionable business insights.
Executive KPI Dashboards
1
Cash Flow Confidence
Forecast cash 30, 60, and 90 days ahead so you can avoid surprises, protect liquidity, and make decisions with confidence
Flexible CFO Support — Built Around Your Business
Fractional CFO
Starting at $2,000/mo
Includes:
✔ Everything in CFO Strategy Advisor
✔ 30/60/90-day cash-flow forecasting
✔ Budgeting & financial planning
✔ Custom KPI dashboards
✔ Profitability analysis
✔ Growth strategy support
✔ Priority access
For businesses that need ongoing financial leadership.
Best for businesses with $1M–$10M revenue
Outsourced Finance Department
Starting at $3,500/mo
Includes:
✔ Everything in Fractional CFO
✔ Monthly bookkeeping management
✔ Tax planning coordination
✔ CFO reporting package
✔ Board / lender / investor reporting
✔ Process automation
✔ Finance team oversight
Your complete finance function, without building an in-house team.
Best for businesses needing a full finance back office
Why Businesses Choose TaxesZenPro for Fractional CFO Services
01
Practicing Group CFO
02
Top 25 Software CFOs in New York (2025)
Leading finance functions for international businesses today — not relying on outdated experience
Recognized for strategic financial leadership and measurable business impact.
03
23+ Years of Finance Leadership
04
International & Technology Expertise
From Chief Accountant to Group CFO, helping businesses grow with confidence.
Extensive experience supporting U.S. and global businesses through growth and change
Frequently Asked Questions
What exactly is a Fractional CFO?
A Fractional CFO provides executive-level financial leadership on a part-time basis. You gain the strategy, forecasting, and financial oversight of an experienced CFO without the cost of hiring a full-time executive.
How is this different from bookkeeping?
Bookkeeping tracks transactions and keeps records accurate. A CFO focuses on cash flow, profitability, budgeting, forecasting, pricing decisions, and long-term business growth.
When does a business need a Fractional CFO?
Most businesses start looking for CFO support when revenue reaches $250,000–$10 million, cash flow becomes more complex, margins need improvement, or owners need clearer financial direction.
Do I need clean books before hiring a CFO?
Not necessarily. I can work with your existing accountant or bookkeeper, help improve financial reporting, or provide bookkeeping support as part of a broader financial management solution.
What industries do you work with?
I have experience supporting technology companies, professional service firms, e-commerce businesses, agencies, construction companies, and other growing small and mid-sized businesses.
Why work with TaxesZenPro for Fractional CFO services?
Unlike many advisors, I currently serve as a Group CFO and have over 23 years of finance leadership experience. My focus is not only reporting numbers but helping business owners improve profitability, strengthen cash flow, and make better strategic decisions.
Who We Work With
Not every business needs a full-time CFO.
But every growing business reaches a point where bookkeeping alone is no longer enough.
I partner with founders and business owners who need executive-level financial leadership, better visibility into cash flow, stronger reporting, and a clear strategy for growth.
From technology companies and professional service firms to e-commerce brands and expanding small businesses, I help organizations across the U.S. make smarter financial decisions and build stronger, more profitable companies.