Chief Financial Partners

Your Dedicated Accounting and Fractional CFO Team

Chief Financial Partners

Seamless Bookkeeping and Strategic CFO Services

At Chief Financial Partners, we understand that accounting and finance often take a backseat in the hustle of running a small business. Yet, at every stage of your journey, the decisions you make shape your path to growth and profitability.

Our comprehensive bookkeeping services ensure that your financial records are not just accurate but also aligned with your business needs. From meticulous bank reconciliations to handling sales tax compliance, we take care of the details so you don’t have to. We seamlessly integrate with your preferred systems, allowing you to review and approve with ease, knowing that your books are always in order.

But numbers alone can only tell part of the story. That’s where our seasoned fractional CFOs come in. We don’t just crunch numbers—we interpret them, providing you with a clear financial roadmap. Whether it’s optimizing cash flow, planning for expansion, or securing the financing needed to fuel your growth, our CFOs bring a strategic perspective that transforms data into actionable insights. With Chief Financial Partners by your side, you gain the financial clarity and confidence to make the right decisions, drive your business forward, and achieve long-term success.

Does this sound like you:

  • Your business is doing well, but you’re unsure how to boost growth and profitability.
  • Your business is facing losses, and you need guidance to turn it around.
  • Your revenues are growing, but expenses are growing just as fast–or faster.
  • You’re planning to sell your business within the next 2-5 years
  • Your business is consuming too much of your time and you need a better work-life balance.

If any of these resonate with you, it might be time to consider a fractional CFO!

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What is a fractional CFO?

A fractional Chief Financial Officer (CFO) is a part-time CFO for small to mid-sized businesses, providing high-level financial expertise without the cost of a full-time executive.
  1. Strategic Focus: Their primary role is to work ON your business, allowing you to focus on working IN your business.
  2. Expert Guidance: They bring the expertise needed to help you achieve better profits and sustainable growth.
  3. Financial Leadership: As the head of your finance and accounting, they oversee all financial aspects and the people managing them.
  4. Growth and Profitability: They steer your business towards growth by reviewing financial data, creating financial models, budgeting, forecasting, analyzing payroll and expenses, and translating these insights into actionable monthly strategies.
  5. Ongoing Support: They meet with you regularly, providing clear action items and advice to keep your business on the path to sustainable growth.

Why Choose Us?

Founded in 2021, Chief Financial Partners was created with a singular mission: To help small businesses increase cash flow, profit, and valuations through exceptional financial guidance. Our team of 12 accountants, bookkeepers, fractional CFOs, and business coaches is united by a commitment to providing outstanding client service. We are dedicated to delivering timely and accurate accounting data and using those insights to help small businesses grow in a financially sustainable way.

The things that set us apart:

Dedication to Small Businesses

We are deeply committed to helping small businesses thrive and succeed. Your success is our priority.

Specialized Teams

With over 12 staff members, we offer expertise across the financial spectrum—from financial analysis to payroll and sales taxes. We’re large enough to handle all your needs, yet small enough to provide personalized care.

Unparalleled Experience

Our team comes from the world of high finance, with experience in consulting for the world’s largest companies, private equity, and corporate finance. The advice you receive is the same high-level guidance top CEOs rely on.

Industries We Serve

trades and home services

Trades and Home Services

medical

Medical

ecommerce

Retail

retail

E-Commerce

food and beverage

Food and Beverage

manufacturing

Manufacturing

software and technology

Software and Technology

auto repair

Auto Repair