Areas we serve · Fort Lauderdale, Florida
Fractional CFO in Fort Lauderdale
I AM CFO is based in Fort Lauderdale. We run the books for owners who have outgrown a once-a-year look at the numbers but are not ready for a full-time CFO salary: books kept current, cash and profit live, and a CFO to talk to every month.
Running a business in Broward
Fort Lauderdale businesses tend to run on seasons: marine and yacht services, hospitality, short-term rentals and the trades all see the year swing between the winter rush and a slow summer. The cash that comes in from January to April has to carry the months after it, and that only works if you can see it coming.
That is the first thing we set up: a cash view by week, so a slow August is a plan rather than a surprise, and a clear picture of which services and locations actually make money once every cost is in.
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 Fort Lauderdale
- ›Marine and yacht services
- ›Restaurants and hospitality
- ›Short-term rental owners and managers
- ›Contractors and the trades
- ›Professional services firms
Questions
- Do you meet in person in Fort Lauderdale?
- Yes, when it helps. We are based in Fort Lauderdale. Most of the work happens in your books and on a monthly call, so most clients never need to meet in person.
- What does a fractional CFO cost?
- Our CFO package is $1,500 a month, with no long-term contract. The pricing page has every package side by side.
- Do you do our taxes?
- No. We keep the books clean and current all year and work with your CPA, who files. Clean books usually make that a much shorter conversation.
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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