Fractional CFO Services: High-Level Strategy Without a Full-Time Hire
$1B+
in client revenues guided through CFO services
$200M+
Clients successfully secured $200M+ in financing with our support
100%
Board-level financial strategy & CPA-certified tax advisory
Who We Help
Your business isn’t just growing—it’s evolving. A Fractional CFO brings financial leadership, tax strategy, and operational efficiencies to help you scale sustainably. Whether you have an in-house finance team or need an outsourced solution, we provide licensed CPA insights, board-level financial guidance, and expert support for complex business decisions.
earn.
Companies With In-House Bookkeeping & Controllers
Get CFO-level financial strategy without adding another full-time executive.
earn.
Businesses Preparing for Debt or Equity Financing
Ensure financials are structured for investor or lender confidence.
Companies With a Board of Directors
Get executive-level financial reporting, KPI tracking, and
forecasting.
Growing Businesses Facing Operational Complexities
Improve financial systems, IT infrastructure, and decision-making.
Fractional CFO Services: High-Level Strategy Without a Full-Time Hire
Who We Help
Your business isn’t just growing—it’s evolving. A Fractional CFO brings financial leadership, tax strategy, and operational efficiencies to help you scale sustainably. Whether you have an in-house finance team or need an outsourced solution, we provide licensed CPA insights, board-level financial guidance, and expert support for complex business decisions.
Companies With In-House Bookkeeping & Controllers
Get CFO-level financial strategy without adding another full-time executive.
Businesses Preparing for Debt or Equity Financing
Ensure financials are structured for investor or lender confidence.
Companies With a Board of Directors
Get executive-level financial reporting, KPI tracking, and
forecasting.
Growing Businesses Facing Operational Complexities
Improve financial systems, IT infrastructure, and decision-making.
Your Controller Manages the Books—Your CFO Builds
the Future
the Future
A CFO isn’t just about tracking numbers—they’re about transforming them into business intelligence. While your bookkeeper records transactions and your controller ensures financial accuracy, a CFO provides the high-level insights, tax strategy, and financial leadership needed for growth.
Your Controller Manages the Books—Your CFO Builds the Future
A CFO isn’t just about tracking numbers—they’re about transforming them into business intelligence. While your bookkeeper records transactions and your controller ensures financial accuracy, a CFO provides the high-level insights, tax strategy, and financial leadership needed for growth.
How We Help Build Scalable
Financial Infrastructure:
Financial Infrastructure:
✅ Tech Stack & Financial System Integration
We use QuickBooks Online as your core accounting hub, then evaluate, integrate, and optimize additional financial software tools to enhance reporting, automation, and overall efficiency. Our team continuously tests and implements the latest technology to ensure your systems scale with your business needs.
✅ Cash Flow Automation & Process Optimization
Speed up accounts receivable collection and extend accounts payable timelines with automation tools that streamline approvals and reduce inefficiencies. These optimizations help you maintain stronger cash flow month after month.
✅ Scalable Accounting & Finance Teams
As your business grows, so do your financial needs. That’s why we proactively hire, train, and expand our team ahead of demand—ensuring you always have the right financial expertise at every stage of growth. Whether you need additional support for M&A activity, multi-entity financials, or advanced tax planning, we have the capacity to scale with you.
✅ Mergers, Acquisitions & Due Diligence Support
Ensure financial readiness for M&A activity, investor audits, and compliance requirements.
Frequently Asked Questions (FAQs)
💡
Do I need a full-time CFO, or is a Fractional CFO enough?
Do I need a full-time CFO, or is a Fractional CFO enough?
✅
A full-time CFO is typically needed for companies preparing for public markets or significant capital raises. A Fractional CFO provides the same high-level financial strategy at a fraction of the cost—ideal for businesses under $50M in revenue that need expert financial leadership without a full-time executive salary.
A full-time CFO is typically needed for companies preparing for public markets or significant capital raises. A Fractional CFO provides the same high-level financial strategy at a fraction of the cost—ideal for businesses under $50M in revenue that need expert financial leadership without a full-time executive salary.
💡
How does a CFO integrate with my existing finance team?
How does a CFO integrate with my existing finance team?
✅
We collaborate weekly, monthly or quarterly with your controller, bookkeepers, and finance team to provide executive-level financial strategy, tax planning, and high-level guidance. Our role is to complement your existing team—helping them refine financial processes, optimize cash flow, and align financial strategy with your business goals.
We collaborate weekly, monthly or quarterly with your controller, bookkeepers, and finance team to provide executive-level financial strategy, tax planning, and high-level guidance. Our role is to complement your existing team—helping them refine financial processes, optimize cash flow, and align financial strategy with your business goals.
💡
Can a CFO help secure financing or prepare for investors?
Can a CFO help secure financing or prepare for investors?
✅
Yes! While we don’t directly provide financial modeling or pitch decks, we connect you with trusted third-party resources for these needs. As your licensed CPA firm, we assist in ensuring your financials are investor-ready, supporting due diligence, and structuring financial data to strengthen your position for debt or equity financing.
Yes! While we don’t directly provide financial modeling or pitch decks, we connect you with trusted third-party resources for these needs. As your licensed CPA firm, we assist in ensuring your financials are investor-ready, supporting due diligence, and structuring financial data to strengthen your position for debt or equity financing.
💡
What industries benefit from CFO services?
What industries benefit from CFO services?
✅
We work with service-based businesses, SaaS companies, eCommerce brands, real estate firms, and multi-location businesses needing scalable financial infrastructure.
We work with service-based businesses, SaaS companies, eCommerce brands, real estate firms, and multi-location businesses needing scalable financial infrastructure.
Frequently Asked Questions (FAQs)
💡
Do I need a full-time CFO, or is a Fractional CFO enough?
Do I need a full-time CFO, or is a Fractional CFO enough?
✅
A full-time CFO is typically needed for companies preparing for public markets or significant capital raises. A Fractional CFO provides the same high-level financial strategy at a fraction of the cost—ideal for businesses under $50M in revenue that need expert financial leadership without a full-time executive salary.
A full-time CFO is typically needed for companies preparing for public markets or significant capital raises. A Fractional CFO provides the same high-level financial strategy at a fraction of the cost—ideal for businesses under $50M in revenue that need expert financial leadership without a full-time executive salary.
💡
How does a CFO integrate with my existing finance team?
How does a CFO integrate with my existing finance team?
✅
We collaborate weekly, monthly or quarterly with your controller, bookkeepers, and finance team to provide executive-level financial strategy, tax planning, and high-level guidance. Our role is to complement your existing team—helping them refine financial processes, optimize cash flow, and align financial strategy with your business goals.
We collaborate weekly, monthly or quarterly with your controller, bookkeepers, and finance team to provide executive-level financial strategy, tax planning, and high-level guidance. Our role is to complement your existing team—helping them refine financial processes, optimize cash flow, and align financial strategy with your business goals.
💡
Can a CFO help secure financing or prepare for investors?
Can a CFO help secure financing or prepare for investors?
✅
Yes! While we don’t directly provide financial modeling or pitch decks, we connect you with trusted third-party resources for these needs. As your licensed CPA firm, we assist in ensuring your financials are investor-ready, supporting due diligence, and structuring financial data to strengthen your position for debt or equity financing.
Yes! While we don’t directly provide financial modeling or pitch decks, we connect you with trusted third-party resources for these needs. As your licensed CPA firm, we assist in ensuring your financials are investor-ready, supporting due diligence, and structuring financial data to strengthen your position for debt or equity financing.
💡
What industries benefit from CFO services?
What industries benefit from CFO services?
✅
We work with service-based businesses, SaaS companies, eCommerce brands, real estate firms, and multi-location businesses needing scalable financial infrastructure.
We work with service-based businesses, SaaS companies, eCommerce brands, real estate firms, and multi-location businesses needing scalable financial infrastructure.
Our first year using Insogna CPA. They did an outstanding job. They were responsive, understanding, and proactive. Chase and his team have been very supportive, especially at this time, and helped us with our business transitions. They respond quickly and professionally. They assisted us with critical decisions and planning, working on our accounting, tax and payroll needs..
Update 2/28/2023
After several years now, Insogna CPA is consistently providing us with outstanding service for both business and person taxes and accounting.
The Insogna team has not only met but exceeded my expectations in every way possible. From the initial consultation to the final delivery of services, their professionalism, expertise, and dedication truly stood out.
The Insogna team representatives not only met my expectations but continually exceeded them in every way. I would highly recommend your services to anyone in need of expert financial guidance and support. Insognas dedication to client satisfaction and exceptional level of service make them a valuable asset to any team.
I am a small business owner and have been overwhelmed with doing my own books and dealing with non communicative and untimely accountants. I have found Chase and have been very happy with his services. His tax returns are timely, he is fast to respond to your emails even outside of regular working hours.
Just the other day he saw some trends in my business and asked to meet with me without my prompt. He dedicated an entire hour and gave us pertinent and actionable advice to make our business more efficient and profitable.
If you are looking for a professional, timely and serious CPA look no more!
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