Fractional CFO Services to Increase Profits and Cut Costs
We help founders address specific needs at the seed stage so they can focus on other priorities.
We help you develop your financial models and forecasts that resonate with potential investors, ensuring you have a solid financial foundation to drive your future success.
We also provide hands-on support during the phases of rapid scaling – whether that is raising capital, navigating potential M&A deals, or preparing your company for IPO.
COMPANIES WE've WORKED WITH
4-Step Approach to Building a Stronger Bottom Line
With JS CPA Strategic Solutions, strengthening your profitability is simple. We focus on creating a tailored strategy that maintains and multiplies your wealth.
We follow a 4-step approach that focuses on clarity and growth:
Step 1: Assessment
We begin with a forensic-level review of your finances, the tax positioning, and the existing structures of your cash flow to uncover any hidden leaks. The revenue leaks could be missed tax deductions, inefficiencies in the systems, and risks that could negatively affect your bottom line.
Step 2: Profit Blueprint
Once we’ve identified the gaps, we can create a strategic plan tailored to your needs, whether that involves M&A, scaling your business operations, or optimizing your taxes.
Step 3: Revenue Levers Activation
Profit should follow a top-line clarity. Together, we will identify the highest driver of your revenue. We can increase your revenue through effective pricing strategies, deal structuring, a diverse mix of clients, and scalable offers to boost consistent growth in your cash flow.
Step 4: Execute and Elevate
We implemented targeted strategies to ensure all your systems are profitable and predictable. We can engineer your cash flow, create a re-forecast based on the market changes, and plan your taxes.
The impact? You’ll get a higher margin and improved confidence by knowing your finances are working for you, not against you.
Our CFO Services
Fractional CFO & Pre-IPO Services – Unlock Financial Clarity & Growth
At JS CPA Strategic Solutions, we provide Fractional CFO Services to help business owners gain financial clarity, optimize cash flow, and drive sustainable growth. Whether you’re scaling, preparing for an acquisition, or planning for an IPO, our expert financial guidance ensures long-term success.
High-level financial strategy tailored to business goals. This approach aligns every financial decision with the company’s overarching objectives—whether that’s scaling growth, improving profitability, or strengthening cash flow. It goes beyond basic budgeting and forecasting to integrate data-driven insights, investment planning, and risk management into a cohesive roadmap. By connecting financial performance to strategic priorities, it ensures that every dollar spent contributes directly to long-term business success and sustainability.
Optimize liquidity and prevent shortfalls. This means maintaining a healthy balance between available cash and ongoing obligations so the business can meet expenses, pursue new opportunities, and weather unexpected changes without disruption. Through careful cash flow forecasting, proactive reserve planning, and efficient allocation of working capital, the goal is to ensure funds are always available when needed. By managing liquidity strategically, the business minimizes risk, avoids unnecessary borrowing, and strengthens financial stability for sustained growth.
Real-time insights for growth. By continuously monitoring financial and operational data, businesses gain immediate visibility into performance trends, opportunities, and potential risks. This empowers leaders to make informed decisions quickly—adjusting strategies, reallocating resources, or identifying new revenue channels as conditions change. With accurate, up-to-date insights, growth becomes proactive rather than reactive, allowing the business to stay agile, competitive, and aligned with its long-term objectives.
Ensure every dollar works efficiently. This approach focuses on maximizing the return and impact of every expense, investment, and operational cost. By analyzing spending patterns, optimizing budgets, and identifying areas of waste or underperformance, the business can redirect resources toward high-value initiatives that drive measurable results. The goal is to create a lean, performance-driven financial structure where every dollar contributes directly to productivity, profitability, and sustainable growth.
Secure business loans and attract investors. This involves building a strong financial foundation that demonstrates stability, growth potential, and sound management practices. By maintaining accurate financial records, optimizing cash flow, and developing strategic forecasts, the business positions itself as a reliable and promising investment. Clear, data-backed financial presentations and projections inspire lender confidence and investor interest, opening access to capital for expansion, innovation, or operational scaling while reinforcing long-term financial credibility.
Optimize finances for public market entry. This means preparing the company’s financial structure, reporting systems, and compliance frameworks to meet the rigorous standards of public investors and regulatory bodies. Through detailed auditing, strategic debt and equity alignment, and transparent financial governance, the business strengthens investor confidence and valuation potential. The process ensures that financial statements, controls, and forecasts are not only accurate but strategically positioned to support a successful IPO or public offering—laying the groundwork for sustainable growth and long-term shareholder trust.
Case Study: $160K in Cost Savings Through ERP Implementation
Our client, a mid-sized company, faced financial inefficiencies and slow transaction processing due to outdated financial systems. We implemented a cloud-based ERP system, resulting in:
- $160K in Annual Cost Savings – Eliminating inefficiencies and reducing overhead.
- 50% Faster Sales Transactions – Streamlined processing and financial oversight.
- Real-Time Financial Visibility – Instant access to up-to-date financial data.
Gain Board-Level Strategic Insight without Full-Time Costs
Every business needs strategic financial guidance, but the cost of hiring a full-time CFO can be a barrier.
Our CFO consulting services give you the same level of insights and expertise without the costs of a full-time hire.
Here’s how we can accelerate your growth:
We use our expert financial analysis to help you make strategic decisions.
We conduct rigorous financial reviews to ensure your business has a healthy cash flow and it’s profitable.
We bring diverse experience from tackling a wide variety of challenges across different companies.
We use financial oversight to help you avoid costly risks and mistakes.
Take Full Control of Your Company Finances Today
Do you have a poor cash flow, missed growth opportunities, and are facing unexpected financial risks?
At JS CPA Strategic Solutions, we can help you plan and execute your growth initiatives and keep your business profitable.
Schedule a Consultation
Trust JS CPA Strategic Solutions to guide your business with clarity, strategy, and unwavering financial expertise.
Get in Touch
Email Us
info@jscpass.com
We typically respond within 1 business day.
Frequently Asked Questions (FAQs)
These FAQs below will help you understand what you need to expect from our fractional CFO services and how we work to maximize your outcome:
Simply, fractional CFO service is outsourced CFO consulting that guides you in your business financial decisions and ensures smooth operations.
Unlike full-time CFOs, fractional CFOs offer flexible models depending on your company’s needs.
Here are what our fractional CFO services entail:
- Providing you with targeted financial guidance tailored to your specific needs,
- Giving you financial oversight to reduce risks and increase your financial operations,
- Streamline financial processes in your business to drive profitability.
If you’re a startup, a part-time CFO can offer you expert financial guidance at a fraction of the cost.
Depending on the scope and needs, our fractional CFO services range in price from $3,000 to $15,000 per month. We also offer a one-time fee of $5,000+ for a strategic financial review of your startup, without committing to a monthly retainer.
For an accurate quote, please connect with us.
Our CFO services would guide your business expansion by creating actionable financial strategies that drive your long-term success.
We also ensure that you’ve proper cash flow management to expand your resources and keep your business resilient through the economic changes. We also guide you in building effective fundraising strategies to help you grow your capital.
Let’s explore how partnering with our fractional CFOs can improve your decision-making process. We:
- Equip you with clear, actionable, up-to-date reports and forecasts to inform your decisions
- Create a data-driven strategy based on numbers that show real impact
- Highlight the financial risks early to help you avoid costly mistakes
- Give you a professional perspective on your day-to-day financials, which ensures your decisions are practical.
While rapid growth can be exciting for you, it comes with a set of challenges to manage your cash flow effectively, optimize expenses, and make informed decisions.
A fractional CFO, therefore, becomes helpful when you want to scale because:
- Rapid hiring requires financial oversight
- Inventors expect strong financial records and forecasts
- Expanding into new markets requires strategic planning of your resources
We deliver a set of fractional CFO services tailored to improve your business ROI.
They include optimizing your cash flow, reducing tax liabilities, creating budgets and forecasts, conducting accurate valuations, and structuring deals to secure better terms.