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CFO Services

Fractional CFO support to grow your business

Virtual CFO services give you an experienced support staff for accounting, tax and strategic planning.

We are a remote team of accountants in cooperation with CPA partners who work with you to define your focus areas, develop a strategy, and monitor the finances of your company for short- and long-term growth. We offer a free financial assessment where we can show you how to dramatically increase your income.

Monthly engagement

CFO services that offer high level support to your company at a fraction of the cost.

  • Review your financial health and process

  • Maintain and enhance operating budget and financial forecast

  • Support vendor contract review and negotiations

  • Conduct strategic analyses and provide recommendations for benchmarking and more

  • Tax and Audit support

  • Nonprofit start-ups and fund accounting


Annual planning and quarterly reviews

Accurate budgets, forecasts and dashboards custom built for your business.

  • Yearly planning to establish goals and targets

  • Analysis of results to identify strengths, weaknesses and growth opportunities

  • Quarterly and yearly forecasting of goals and targets

  • Custom dashboard of KPI's (key performance indicators) to track success and growth

  • Objectives established to meet the goals and targets

5 Reasons Why You Need a Fractional CFO:

  1.  Budgeting – Make a budget and ensure compliance with it. Our internal team and Fractional CFO team anticipates expenditures, cash flow, and more to make budgets.

  2.  Financial and Strategic Analysis – Analyze finances and assist with strategic plan. We give you financial strategy to grow your business.

  3.  Forecasting and Planning – Make business plans based on realistic data and accurate projections. Our CFO team positions you for growth in the short- and long-term.

  4. Support for Strategic Initiatives – Implement plans to improve profitability. We compile insight into your company and develop goals for growth and profitability.

  5.  Establish Key Performance Indicators (KPIs) – Set up and report on specific KPIs and targets. Quickest provides timely KPI reports to management.

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