Areas we serve · Miami, Florida
Fractional CFO in Miami
Miami businesses grow fast and their books rarely keep up. We are a fractional CFO for owners who need the numbers to be right every month, not just at tax time: books kept current, cash and profit live, and a monthly review with someone who reads them for a living.
What we see in Miami books
Many Miami businesses buy, sell or get paid across borders, run more than one entity, or move money between a holding company and an operating one. Each of those is a place for the books to drift: a transfer booked as income, an intercompany balance nobody reconciles, a payment processor deposit recorded twice.
We reconcile each entity on its own and together, so you can see what each one actually earns, and so a lender or investor sees numbers that hold up.
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 Miami
- ›Import, export and logistics
- ›Real estate investors and property managers
- ›Restaurants and hospitality groups
- ›Agencies and creative businesses
- ›Healthcare and dental practices
Questions
- Can you handle more than one company?
- Yes. Each entity is kept and reconciled on its own, and you see them together. The CFO package is $1,500 a month for the first entity and $400 for each additional one.
- Do I have to switch from QuickBooks?
- No. We work in your own QuickBooks Online or Xero file, so the books stay yours.
- Do you do our taxes?
- No. We keep the books clean all year and work alongside 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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