Great question and one we get all the time. The simple answer; a part-time executive. Many smaller businesses looking to scale need the insights from someone who has been there before and has years of experience to help them avoid pitfalls and grow more efficiently. Think of us as a cheat code for your business.

You may be just fine with the staff you have. However, we find that many businesses need more insights for growth or avoidance of pitfalls, expertise in transactional dealings such as bank loans or investor dealings, or even to just get the house in order as they look to the future for a potential exit. Regardless the reason, we typically don’t replace a bookkeeper or a tax advisor. We are a strategic thought leader your team needs to efficiently grow and build better.

Yes. Our Local Fractional team loves staying in our lane and focusing on being the best fCFO you will find, but a good part of that is bringing solutions to our clients. We have an integrated bookkeeping and tax partner that can solve for your needs and ensure you are current.