Our Services

 

At The Fractional CFO we help you build a solid foundation for manageable growth, maximized profits, and efficient use of your most valuable resource, your time and energy.

Looking for a financial professional to help your business move to the next level? 

Successful entrepreneurs realize the importance of sound financial management and the value that more financial discipline will bring to their company.  It’s time for a CFO for your business.

 

Check out the services that we offer below:

CFO
SERVICES

BUSINESS
COACHING

BUSINESS
VALUATIONS

   •  CFO SERVICES

   •  BUSINESS COACHING SERVICES

   •  BUSINESS VALUATIONS

 

What does a Fractional CFO do? 

​​A Fractional Chief Financial Officer (CFO) is primarily responsible for managing the financial risks of the corporation. This officer is also responsible for financial planning and record-keeping, as well as financial reporting. 

​An engagement with the Fractional CFO always starts with a review of the business, finance, administration, sales and marketing as well as operations, then a prioritized plan is agreed to with you, the business owner/CEO.

 Here are a few ideas for CFO Services:

  • Stabilize cash flow
  • Increase profits
  • Improve operations
  • Forecasting and projecting
  • Consulting
  • 1099 filing
  • Special projects
  • Business checkups
  • Business strategies and planning
  • Executive solutions
  • Budgeting
  • Financial Planning and Analysis
  • Human Resources

 

Reasons you may need a business coach:

  1. You are feeling overwhelmed in your business
  2. You know what to do for your business but you are not doing it
  3. You want to save time and money
  4. You are not getting the desired results
  5. You want your business to grow

You may be asking yourself what will a business coach do for you.  That’s a good question.  And the answer is simple…

​A business coach will help you take your business from where it currently is, to where you want it to be.

  • A business coach will assist and guide you in growing your business.
  • A business coach will help you accomplish your business goals.

 Great business owners, as great people in general, set and attain challenging goals.  Bill Eveleth believes so strongly in the powers of goals that he has written a book on the subject.

While Bill is excited and passionate about helping his clients reach and exceed their goals, the business owner ultimately determines the speed and energy applied in the coaching process.  

  Bill is a successful business coach and has been since 2004.  His process always includes the following:

  1. Business assessment
    1. Financial 
    2. Operational 
    3. Sales and Marketing
  2. Business and business owner key challenges
  3. Put out the fires
  4. Set goals
  5. Implement the plan through a series of weekly meetings with Bill and the business owner
  6. Repeat all of the above steps
  7. Strategic and operating plan with an annual budget developed
  8. Celebrate the successes

A critical component of business coaching is accountability. You will never see a football coach run laps of the field for their team. The very same fact is true of a business coach. A business coach is not a consultant. They will not do the work for you in your business. They are there to keep you focused on the end result and remind you why it is important. They will motivate you to keep your commitments. 

Ever wondered the value of your business?  Pondered how you could possibly appraise your

existing business to sell? 

How about thought about purchasing an existing business, how would you make an offer

without knowing the value?

We can help!

 

Here is What Some of Our Clients Say

"While Bill's focus is finance, the monthly reviews of my numbers, focus of KPI's and planning process are invaluable; he is also a great help and asset in making strategic and operating decisions in my business."

Dave DeBlander

Owner, ProClean Restoration

Get In Touch

9 + 12 =

744 East Burgess Road
Suite A104
Pensacola FL 32504
Phone: +1.850.934.4987
[email protected]