Fractional CFO Services
CPA-level oversight, tax savings, and financial clarity — without the $150,000 price tag of a full-time CFO.
1
CPA Oversight ($200/Month)
- We review and oversee your financial activity each month.
- If you’re working with a bookkeeping service, we act as your checks and balances — making sure the numbers are right, reliable, and decision-ready.
2
Annual Business Tax Preparation ($400/Annual)
- Handle the preparation and filing of your annual business tax returns.
- Use Proactive strategies to minimize tax liability and ensure compliance in the eyes of the government
3
Medicare Cost Reporting ($2,500/Annual)
- Full preparation and filing of your medicare cost reports
- Stand alone, we charge $2,500.00 to prepare and filing a cost report
- Full preparation and audit assistance for IDOA audits
4
Monthly Financial Analysis ($400/Month)
We deliver a clear, easy-to-read financial snapshot.
You'll always know:
- Where your money is going
- Which services are most profitable
- How to cut costs and grow margins
The Home Run Guarantee
We make this a complete No-Brainer:
If after 90 days you don’t feel more confident, more compliant, and more in control of your cash flow — we’ll refund your fees AND still prepare your tax return for free.
Zero Risk. All Reward