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FROM THE FOUNDER

Tax Plan Wealth is here to help you fix you focus, fix your financials, and facilitate good decisions. Feel free to schedule a no obligation appointment with me so we can talk about the future of your business.

– Ron Fossum

Set an appointment using the link above, and read Ron’s list of the 14 most common mistakes that pierce the corporate veil and puts all your personal assets at risk!

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Fractional CFO

What is a Fractional Chief Financial Officer (CFO)?

Fractional CFO services nationwideA fractional, or outsourced CFO is a CFO who has experience and helps organizations with their financial needs on a part-time basis, either on retainer or more typically a contracted basis. The answer for what a Fractional CFO does for a company depends on the circumstances of that company. For instance, it could be to raise capital, implement a new accounting system, navigate a specific project like an audit, or perhaps some other significant financial transaction. Unlike a full-time CFO who oversees and maintains all general financial strategy or an interim CFO who performs CFO duties before or between CFO hires, a fractional CFO’s duties are typically on a project basis and specifically tuned to the company’s particular challenges or goals.

Overcoming Specific Challenges:

A Fractional Chief Financial Officer is often brough into a company to assist in overcoming specific financial oppositions such as:

  • Navigating audits
  • Outgrown existing systems
  • Low gross margins
  • The need to make cost cuts
  • High expenses
  • Cash flow issues
  • Implement systems that will support sustainable growth
  • Explore causes of revenue leakage, cost overruns, and operational friction in a growing business and develop potential solutions
  • Get books in order
  • Produce financial forecasts
  • Bring expertise and validation to the company
  • Analyze term sheets and contracts
  • Oversee due diligence

What to Expect When You Hire a Fractional CFO Through Tax Plan Wealth

Tax Plan Wealth’s knowledgeable Fractional CFO expert services include solutions to help you overcome challenges, accelerate growth, prepare for transactions, increase shareholder value, and achieve goals. We thrive on helping businesses optimize financial security, resolve cash flow challenges, prepare for and manage growth, raise capital, prepare for a transaction, forecast and budgeting, and so much more.

Tax Plan Wealth has helped clients nationwide grow companies, achieve successful exits, raise hundreds of millions of dollars franchising, optimize operations and cash flow, increase shareholder value, and accelerate growth. We provide high-level financial strategy, systems analysis and design, and operational optimizations.

Already have an in-house CFO? No problem. We are team players! We are great at working with your in-house team to train, implement systems, and elevate strategies. Tax Plan Wealth has full financial teams ready to help implement and improve your financial strategies. Our team consists of experienced CFOs, expert systems advisors, controllers, and bookkeepers. This means we can augment existing teams by elevating their financial strategies or can offer fully outsourced financial solutions to organizations without an in-house team. Whether you are only in need of a fractional CFO or also needing support help from an outsourced controller or bookkeeper, we have the experts on staff ready to help.

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