Get strategic financial oversight, cash flow visibility, budgeting support, and executive-level guidance without hiring a full-time CFO.
At FAS CPA & Consultants, our CFO Plus service is designed for business owners who need more than bookkeeping. We help you understand your numbers, review financial performance, plan cash flow, build budgets, model business scenarios, and make better decisions throughout the year.
Whether your company is growing, dealing with cash flow pressure, planning expansion, or needing stronger financial direction, CFO Plus gives you recurring financial insight from a CPA-led advisory team.
Looking for more than just accurate books? Our Fractional CFO Services are the perfect next step for growing businesses that need financial strategy, cashflow control, and executive-level insights—without the cost of a full-time hire.
Why CFO Services Matter
Many business owners have accounting records, but they still do not have a clear understanding of what those numbers mean.
Bookkeeping helps record transactions. Accounting helps organize financial information. CFO-level advisory helps interpret that information so the business owner can make better decisions.
Without strategic financial oversight, businesses may struggle with:
⇒ Unclear cash flow.
⇒ Poor budgeting.
⇒ Unexpected shortfalls.
⇒ Lack of visibility into profitability.
⇒ Difficulty planning growth.
⇒ Weak financial controls.
⇒ Decisions based on bank balances instead of financial data.
⇒ Limited understanding of margins, expenses, and trends.
CFO Plus is designed to help business owners see the bigger picture. Instead of only looking backward at what happened, we help you review performance, project cash flow, plan ahead, and evaluate different business scenarios before making important decisions.
What Is CFO Plus?
CFO Plus is a strategic advisory service for businesses that need financial guidance beyond bookkeeping and tax filing.
A full-time CFO can be expensive for many small and mid-sized businesses. CFO Plus gives your business access to recurring financial review and strategic advisory support without the cost of hiring a full-time executive.
Through CFO Plus, we help you review your financial position, understand your cash flow, build a budget, evaluate business scenarios, and discuss strategy during scheduled advisory calls.
This service is designed to help you answer questions such as:
⇒ Is the business profitable enough to support growth?
⇒ Where is the cash going?
⇒ Can we afford to hire, expand, or invest?
⇒ What happens if revenue increases or decreases?
⇒ How much should we reserve for taxes, payroll, debt, or operating expenses?
⇒ Are expenses aligned with the company’s goals?
⇒ What financial risks should we address before they become urgent?
CFO Plus turns your financial data into practical business insight.
Chat Directly With our CPA.
Send us yours questions.
Talk to our experts directly.
We go beyond basic bookkeeping with tailored expertise for:
⇒ Request a Quote
Start by contacting our team through the website, WhatsApp, or consultation button.
We will ask for basic information about your business, financial records, current accounting process, and advisory needs.
⇒ Review Your Financial Situation
We review your current financial position, accounting records, reporting process, cash flow concerns, and business goals.
This helps us understand whether CFO Plus is the right fit and whether any cleanup or additional accounting work is needed first.
⇒ Define Your CFO Advisory Scope
We identify the key areas that require support, such as cash flow projections, budgeting, financial review, scenario modeling, KPIs, or recurring advisory calls.
⇒ Build Your Financial Roadmap
We help create or review your annual budget, cash flow projections, and financial priorities.
This becomes the foundation for ongoing CFO advisory discussions.
⇒ Monthly Review and Strategy Call
Each month, we review your financial performance and hold one strategy call to discuss results, risks, priorities, and next steps.
⇒ Ongoing Email and WhatsApp Support
Throughout the year, you can contact us by email or WhatsApp for questions related to your CFO Plus advisory service.
Chat Directly With our CPA.
Send us yours questions.
Talk to our experts directly.
CFO Plus is offered as one strategic financial advisory plan.
The service is designed to provide recurring oversight and practical business guidance based on your financial information, goals, and operational needs.
CFO Plus
Starts at $1,500–$4,500+/month or $27,000+/year
CFO Plus is built for business owners who want financial clarity, better decision-making, and recurring advisory support.
Includes:
⇒ Monthly financial review.
⇒ Cash flow projections.
⇒ Annual budget.
⇒ Scenario modeling.
⇒ 1 monthly strategy call.
⇒ Email/WhatsApp support.
Best For:
⇒ Businesses that need monthly financial oversight.
⇒ Owners who want to understand cash flow before problems arise.
⇒ Companies that need budgeting and forecasting.
⇒ Businesses planning growth or expansion.
⇒ Owners who want strategic guidance from a CPA-led advisory team.
⇒ Companies that need a stronger financial decision-making process.
What CFO Plus Includes
Monthly Financial Review
Each month, we review your financial performance and help you understand key trends in your business.
This may include reviewing revenue, expenses, profitability, cash position, margins, and other financial indicators that matter to your company.
The goal is to help you understand what happened, what changed, and what needs attention.
Cash Flow Projections
Cash flow is one of the most important areas of business management.
CFO Plus includes cash flow projections to help you anticipate future cash needs, plan for obligations, and avoid surprises.
This helps you evaluate whether the business has enough liquidity to support payroll, taxes, debt payments, vendor payments, investments, or growth decisions.
Annual Budget
An annual budget gives your business a financial roadmap.
We help you create a budget that aligns with your goals, expected revenue, planned expenses, and operational needs.
The budget can be used to measure performance, control spending, and make informed decisions throughout the year.
Scenario Modeling
Business decisions often involve uncertainty.
Scenario modeling helps you evaluate different possibilities before making major decisions. This may include reviewing the financial impact of changes in revenue, expenses, hiring, expansion, pricing, debt, or investment decisions.
Scenario modeling helps you understand possible outcomes before committing resources.
1 Monthly Strategy Call
CFO Plus includes one strategy call per month.
During this call, we review your financial position, discuss cash flow, evaluate priorities, answer questions, and help you think through upcoming decisions.
This gives you a recurring opportunity to discuss financial strategy with a CPA-led advisory team.
Email and WhatsApp Support
CFO Plus includes email and WhatsApp support for questions related to your CFO advisory service.
This allows you to communicate with our team during the year and receive support when financial questions arise between scheduled calls.
Monthly vs. Yearly Payment Options
CFO Plus is available with monthly and yearly payment options.
Monthly plans are designed for businesses that prefer recurring payments and ongoing advisory support throughout the year.
Yearly plans are designed for businesses that want a longer-term CFO advisory relationship and prefer to structure the service annually.
The best option depends on your company’s size, financial complexity, planning needs, and how often you need advisory support.
Request a quote to confirm the appropriate CFO Plus structure for your business.
What May Require a Custom Quote
Some businesses require additional review before we can confirm final pricing.
A custom quote may be required if your business includes:
⇒ Multiple entities.
⇒ Multiple locations.
⇒ Multiple bank accounts or credit card accounts.
⇒ High transaction volume.
⇒ Disorganized or incomplete accounting records.
⇒ Bookkeeping cleanup before CFO analysis can begin.
⇒ Complex cash flow cycles.
⇒ Inventory-heavy operations.
⇒ Real estate projects or multiple properties.
⇒ Construction, development, or project-based revenue.
⇒ Crypto, Web3, fintech, or digital asset activity.
⇒ International or foreign-owned business structures.
⇒ Debt restructuring or financing decisions.
⇒ Rapid growth or expansion planning.
⇒ Payroll, contractor, or labor cost complexity.
⇒ Custom financial dashboards or KPI reporting.
⇒ Department-level or project-level reporting.
⇒ Complex budgeting needs.
⇒ Scenario modeling for major business decisions.
⇒ M&A, investor reporting, or capital raise support.
⇒ Tax planning coordination with business strategy.
⇒ Urgent financial review or special projects outside the regular monthly scope.
If your business requires work outside the standard CFO Plus scope, we will review your financial situation and provide a custom quote before starting the engagement.
Monthly $1.5K Yearly $12K
And includes
Chat Directly With our CPA.
Send us yours questions.
Talk to our experts directly.
A fractional CFO provides CFO-level financial guidance on a part-time or outsourced basis. This allows a business to receive strategic financial support without hiring a full-time CFO.
No. Bookkeeping records transactions. CFO Plus helps review financial performance, project cash flow, build budgets, model scenarios, and support business decisions.
In most cases, yes. CFO-level advisory requires accurate and organized financial records. If your books are incomplete or inaccurate, cleanup or accounting support may be required before CFO analysis can begin.
No. CFO Plus is a financial advisory service. Tax filing may be available separately through FAS CPA & Consultants.
CFO Plus may coordinate with tax planning strategy when financial decisions affect taxes, but tax planning is a separate service unless specifically included in your engagement scope.
The monthly review may include revenue, expenses, profitability, cash flow, margins, trends, budget comparisons, and other financial indicators relevant to your business.
Cash flow projections estimate future cash inflows and outflows so you can plan for payroll, taxes, debt, vendor payments, investments, and operating expenses.
Scenario modeling helps you evaluate possible financial outcomes before making business decisions, such as hiring, expansion, pricing changes, financing, or cost reductions.
CFO Plus includes one strategy call per month.
Yes. CFO Plus includes Email/WhatsApp support related to your CFO advisory service.
No. All prices are starting amounts. Final pricing depends on the business size, complexity, reporting needs, accounting quality, and advisory scope.
Yes. We support U.S. and international business owners with U.S. business operations or U.S. financial reporting needs.
President
Thanks to FAS & CPA Consultants and Fulton Abraham Sanchez, CPA, I was able to resolve a debt of $479,677.71 that I had with the IRS.
Entrepreneur
My experience with FAS CPA & Consultants has been incredible, their professionalism is impeccable. I highly recommend them.
Manager
I highly recommend FAS CPA & Consultants, they are responsible, efficient and very dedicated.
Manager
9000 SW 137 Av Suite 224 Miami FL 33186
Accounting Firm providing Accounting & Bookkeeping, Tax Planning and Offshore Strategies to grow your business and protect your assets.
Subscribe and get the latest tax news!
FAS CPA & Consultants Copyright © 2022. All rights reserved.
Feedback
Wait a moment
Oops! Something went wrong!
Fulton is a wonderful CPA who fully understands tax law and provides honest advice for his clients.