When your business reaches a certain size, clean books alone are no longer enough. You may know your revenue is growing—but:
That’s when you need financial leadership, not more reports.
Optimum Tax Pro provides Fractional CFO Advisory Services for business owners who want experienced, strategic financial guidance—without hiring a full-time CFO.
A Fractional CFO is not a bookkeeper and not a tax preparer.
This service focuses on:
If bookkeeping keeps the records accurate,
CFO advisory helps you use those records to lead the business.
Fractional CFO Advisory is a strong fit if:
If your books are behind or inconsistent, Monthly Bookkeeping Plus or Cleanup may be required first. CFO advice only works with reliable data.
Each engagement is tailored, but typically includes:
This is decision-level financial guidance, not task execution.
With the right CFO support, you gain:
This service exists to help you think ahead, not clean up after mistakes.
We review your current financial structure and goals.
We identify where CFO-level guidance will have the most impact.
We provide structured, recurring financial insight and recommendations.
Your financial strategy stays aligned with bookkeeping, payroll, and tax planning.
All services are delivered 100% online, with clear communication and a defined scope.
To avoid confusion, this service does not include:
Those services must be handled separately to ensure CFO advisory remains strategic—not administrative.
Fractional CFO Advisory is not a flat-rate bookkeeping package.
Pricing is based on:
After review, we’ll recommend a structure that fits your business—not a one-size-fits-all plan.
We don’t just analyze numbers.
We help you use them to lead better.
Fractional CFO Advisory is offered to businesses that meet specific revenue, readiness, and complexity criteria.
To begin, complete our Bookkeeping Services Assessment.
This allows us to determine: Whether your business is ready for CFO-level advisory, whether additional cleanup or bookkeeping upgrades are needed, and the appropriate scope of engagement
Submitting the assessment does not guarantee acceptance into advisory services.
Most businesses receive a response within 1–2 business days.
