Fractional Advysory

Part-Time  Help;

Full-Time Coverage

Our firm offers fractional services (i.e. outsourced, part-time professionals) to businesses that don’t need or can't yet afford full-time, in-house staff. These fractional roles are filled by our experienced, full-time team members, and can be scaled up or down based on your business’ evolving needs, budgets and goals.

Fractional Roles Provided:

CFO (Chief Financial Officer)

  • Strategic Financial Planning
  • Forecasting & Budgeting
  • Fundraising, Capital Raises, Loan Pre-Qualification & Application
  • Cashflow Management
  • Board/Investor Reporting & Executive Decision-making

Controller

  • Accounting Operations Oversight
  • Month-end Close Processes & Reporting
  • Financial Statement Preparation
  • Compliance & Internal Controls
  • Liaise With Any Internal Bookkeeping, Staff Accounting, Payroll or Operational functions (as needed for inputs affecting financials and month-end close)

Finance Director / VP of Finance

  • Scenario Modeling 
  • Business Analytics
  • Cost Analysis, Margin Optimization
  • Strategic Pricing & Cost Rationalization Studies
  • KPI Development, Tracking & Reporting

M&A / Transaction Support

  • Due diligence
  • Financial Modeling
  • Valuation Support
  • Quality of Earnings Calculations
  • Broker Liaising

Payroll & Benefits Support

  • Bank & Gusto Payroll Connections (assuming available)
  • Monitor contribution feeds
  • Review & Reconcile Benefit & 401k Bills (doesn’t include ACA calculations)
  • Track Compliance Requirements (doesn’t include 401K compliance testing or Form 5500 preparation)
  • Employee Updates – Processing benefit changes in Gusto & carrier systems when necessary

Bookkeeper/Staff Accountant

  • Daily Transaction Entry
  • Accounts Payable/Receivable Support
  • Payroll Reconciliations
  • Bank & Credit Card Reconciliations
  • Expense Categorization & Tracking

Senior Accountant/  Accounting Manager

  • Team Oversight (internal and external bookkeeper/staff accountants included)
  • Month-End Close
  • GL Reconciliations
  • Balance Sheet Management
  • Audit Support & Outside Audit Recommendations/Referrals (audit services not provided at Advysor)
  • Process Improvement Suggestions & Oversight
  • Complex Reconciliations (ex: Revenue Recognition, WIP Accounting)
  • Accrual & Adjusting Journal Entries

Let's Get
 Started!

Reach out to schedule a free, introductory discovery call today.