STEVENPALMIERI
Your finances as the ownerYour finances as the companyPersonal credityour score and report, what a lender sees firstPersonal taxesfilings and anything open with the IRSPersonal financeswhat you own, what you owe, what you take homeYouguarantorcreditormanagerBookstrue books, kept current every monthBills and payrollbills, invoices and payroll posted inside your fileControllernumbers checked, filings out on time, the month closedCFOcash, plan, tax planning and the funding file
CFOYour finances as the company
STEVENPALMIERI

The Entrepreneur's CFO vs a typical fractional CFO

Most fractional CFOs start where you are trying to get to. We start where you are.

A typical fractional CFO expects clean books, a finished month, and an owner whose personal finances are already in order. Most owners under $10 million do not have that yet. That is the gap we were built for.

The Entrepreneur's CFO vs a typical fractional CFO
Typical fractional CFO
The Entrepreneur's CFO
Where they start
Assumes your books are clean and your month closes.
Starts with the Foundation Check and fixes what is not true yet.
Your personal finances
Not their problem.
The first thing we fix, because you are the guarantor, the creditor, and the manager. A lender reads you before your revenue.
Back taxes and IRS problems
Refers you out.
We handle them, because they block every loan and every investor.
The controller layer
Assumes someone else checks the numbers and files payroll and sales tax.
We put the controller in place so the month closes with figures you can trust.
Tax planning
Usually left to your tax preparer in April.
Part of the CFO work all year, so you keep more of what you earn.
Capital
Builds a deck.
Builds the funding file a lender says yes to, starting with your credit and your tax file.
Who it fits
Companies that already run like big companies.
Owners under $10 million whose personal and business finances are still one set of finances.

If your business could run without you financially, a typical fractional CFO is fine. If it needs you, that is exactly why you need us.

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