Areas we serve · Boca Raton, Florida
Fractional CFO in Boca Raton
For Boca Raton owners whose business has grown past a bookkeeper alone: we keep the books current, show cash and profit live, and sit down with you every month to decide what the numbers mean for the next one.
Growing in Palm Beach County
A lot of Boca Raton companies are at the stage where the next step needs outside money or a bigger commitment: a second location, a line of credit, an SBA loan, a partner buying in. Every one of those starts with a lender or a buyer asking for financials, and the deal moves at the speed of the books.
We keep yours lender-ready all year: reconciled balance sheet, clean P&L by month, and the package a bank asks for, so the answer to "can you send your financials?" is the same day.
How the CFO package works
Step 1
Free audit first
Connect QuickBooks or Xero in about two minutes. Within seconds you see the first things worth a closer look, and we go through the full report with you on a 20-minute call.
Step 2
We take over the books
Every account reconciled and kept current, deposits matched to invoices, bills matched to payments. Nothing is written to your books without your approval, entry by entry.
Step 3
Live numbers, not a monthly PDF
Cash, profit and the balance sheet as of today, and an assistant that answers questions from your own ledger in plain English.
Step 4
A monthly review
What changed, why it changed, and what to do next: cash runway, margins by service or location, what to raise, what to cut. Taxes stay with your CPA, on clean numbers.
Who we work with in Boca Raton
- ›Professional and financial services
- ›Healthcare and dental practices
- ›Franchise owners
- ›E-commerce and consumer brands
- ›Businesses preparing for a loan or a sale
Questions
- Can you prepare financials for a bank loan?
- Yes. Lender- and bank-ready packages are part of the CFO package: reconciled statements and the schedules lenders usually ask for.
- Do you work with franchise owners?
- Yes, including owners with more than one location, where we show profit location by location.
- Do you do our taxes?
- No. We keep the books clean and current and work with your CPA, who files.
See what is in your books first.
Connect QuickBooks in about two minutes and get your first findings in seconds. Free, and nothing in your books changes.
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