A Fractional CFO to Steer
Your Financial Strategy
- Take Control of your Financials
- Work with Experts in the field with accounting backgrounds to ensure you maximize your benefits!
- Unlock personalized guidance to optimize your financial strategy!
Enhance Your Financial Decisions With Expert CFO Services
Manage the complexities of business finance with a dedicated Fractional CFO. Get customized strategies, detailed financial analysis, and expert guidance to keep your business agile, profitable, and ready for long-term growth.
Partner With a Top-Tier team
Partner with a professional who understands your business and can provide the expert support you need.
Get a Financial Model you can Trust
Leverage LEAF's access insightful forecasts and collaborate on strategic decisions. We'll model different scenarios to help guide your business toward the right path.
Manage Expenses & Scale Efficiently
We’ve got you covered. We'll help you optimize cash flow with smart management strategies and give you a clear, insightful view of your spending to boost efficiency
Maximize Business Value
LEAF designs and refines financial strategies to align with your current and future goals.
How it Works
STAGE 1: ONBOARDING
Financial and Operational Model Development
Our team will begin by developing a financial model to gain a deep understanding of your business and lay the groundwork for your success.
The customized model includes:
- Profit & Loss, Balance Sheet, and Cash Flow Statements
- Budget vs. Actuals
- Industry-Specific KPI Dashboard
- Headcount & Compensation Plan
- Scenario Planning
STAGE 1: STEADY STATE
Ongoing Engagement
We will collaborate with you throughout the ongoing engagement. Below are the specific projects and deliverables based on your engagement level.
For companies just starting out. We are here to fill your needs, and find ways to help you grow. Designed for companies $0-$500k Revenue
- Basic Bookkeeping
- Annual Forecasting Review
- Semi-Annual Report Review
- Tax Prep & Filing
For growing companies. We help get you to the next level. Designed for companies $500k-$2Mil Revenue
- Bookkeeping
- Compiled Financials
- Quarterly Forecasting Review
- Quarterly Partner Report Review
- Financial Education
- Basic Tax Strategy
- Entity Structure
- Vision Planning
- Tax Prep & Filing
Custom plans for more complex models Designed for companies $2Mil + Revenue
- Monthly Reports
- Bookkeeping
- Compiled Financials
- Monthly Forecasting Review
- Monthly Partner Report Consulting
- Comprehensive Tax Strategy and Planning
- Entity Structure or Restructure
- Vision Planning
- Exit Strategy
- Wealth Building Structure
- Tax Prep & Filing
Starting at $1,000 /mo billed annually
COMPLETE PEACE OF MIND
Trust your business with the right team.
The value of CFO advisory services is clear. A fractional CFO plays a critical role in business success, from driving growth strategies to streamlining finances. Outsourcing these services offers key benefits:
- Clear financial insights for audit or fundraising readiness
- Increased efficiency with premium accounting or ERP solutions
- Peace of mind with compliance, clean books, and up-to-date financials
Outsourced CFO services seamlessly fit your business model and budget. Let LEAF handle your CFO responsibilities.
Your Complete Accounting Partner
We offer comprehensive services to support your business at every stage of growth.
R&D Tax Credit
The R&D tax credit could save your business up to $500,000 a year. We handle the whole claiming process so you can skip the paperwork and get back to business.
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Bookkeeping
Let us handle the numbers so you can focus on running your business. We make bookkeeping hassle-free.
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Tax Services
Get your tax prep and bookkeeping handled seamlessly, together. We file your business income taxes, including 1099 filings, and local and federal tax returns – so that you’re compliant with the IRS.
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