Find a fractional CFO

Not every business needs a full-time CFO, but every growing business needs CFO-level thinking. Every fractional CFO listed here brings strategic financial leadership, from cash flow forecasting and fundraising support to building the financial systems that scale with you, all on a platform that keeps you connected to the numbers that matter. Use the filters to find someone who fits your stage, whether you’re preparing for funding, scaling operations, or building the financial foundation for what’s next.

Browse the fractional CFOs to find the right fit

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S&A Professional Solutions

S&A Professional Solutions

Where Expertise Meets Personalized Tax Solutions
5.0
  • Houston, Texas

    Houston, Texas

    Houston, Texas
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor, +1

    Accountant, Bookkeeper, Financial advisor, Fractional CFO

    Accountant, Bookkeeper, Financial advisor, Fractional CFO
  • Financial Systems Implementation

    Financial Systems Implementation

    Financial Systems Implementation
  • Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M), Pre-revenue Startups, +1

    Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M), Pre-revenue Startups, Professors & Educators

    Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M), Pre-revenue Startups, Professors & Educators
  • Advertising & Marketing, Automotive, Construction, +25

    Advertising & Marketing, Automotive, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Healthcare, Home Services, HVAC, Insurance, Landscaping, Legal, Manufacturing, Media & Entertainment, Medical, Plumbing, Professional Services, Real Estate, Retail, Sports, Technology & Software, Transportation

    Advertising & Marketing, Automotive, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Healthcare, Home Services, HVAC, Insurance, Landscaping, Legal, Manufacturing, Media & Entertainment, Medical, Plumbing, Professional Services, Real Estate, Retail, Sports, Technology & Software, Transportation
  • 300/hour
Caballero & Associates

Caballero & Associates

Caballero & Associates is a CPA Firm providing a full range of accounting, tax, consulting, and audit services. We serve clients in various industries such as staffing agencies, real estate, doctor’s offices, dental clinics, auto repair shops, retail, restaurant, professional services, not-for-profit, landscaping, among others.
  • Metuchen, New Jersey

    Metuchen, New Jersey

    Metuchen, New Jersey
  • English

    English

    English
  • Accountant, Bookkeeper, Fractional CFO

    Accountant, Bookkeeper, Fractional CFO

    Accountant, Bookkeeper, Fractional CFO
  • Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, +4

    Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Risk Management

    Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Risk Management
  • Exit Planning, Growing Companies ($1M-$10M)

    Exit Planning, Growing Companies ($1M-$10M)

    Exit Planning, Growing Companies ($1M-$10M)
  • Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, +36

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
PREMIÉR ACCOUNTING, TAX & BUSINESS

PREMIÉR ACCOUNTING, TAX & BUSINESS

PREMIĒR Accounting, Tax & Business is a Brooklyn-based advisory firm serving entrepreneurs, professionals, and growth-stage businesses with proactive tax planning, year-round accounting, and strategic business advisory. We work with a select roster of clients who want a true financial partner — not just a once-a-year tax preparer.
  • New York City, New York

    New York City, New York

    New York City, New York
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor, +1

    Accountant, Bookkeeper, Financial advisor, Fractional CFO

    Accountant, Bookkeeper, Financial advisor, Fractional CFO
  • Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, +9

    Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Fundraising Support, Investor Pitch Development, Mergers & Acquisitions, Process Optimization, Risk Management

    Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Fundraising Support, Investor Pitch Development, Mergers & Acquisitions, Process Optimization, Risk Management
  • Bootstrapped Companies, Enterprise Companies ($50M+), Exit Planning, +6

    Bootstrapped Companies, Enterprise Companies ($50M+), Exit Planning, Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M), Pre-revenue Startups, Private Equity-Backed Companies, Professors & Educators, VC Backed Startups

    Bootstrapped Companies, Enterprise Companies ($50M+), Exit Planning, Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M), Pre-revenue Startups, Private Equity-Backed Companies, Professors & Educators, VC Backed Startups
  • Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, +36

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
  • 1,500/month
FF

Forward Firm

Remote, modern, technology-driven firm focusing on responsiveness and proactivity. We have big-4 level quality and can help with anything end to end.
  • Portland, Maine

    Portland, Maine

    Portland, Maine
  • English

    English

    English
  • Accountant, Bookkeeper, Fractional CFO

    Accountant, Bookkeeper, Fractional CFO

    Accountant, Bookkeeper, Fractional CFO
  • Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, +9

    Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Fundraising Support, Investor Pitch Development, Mergers & Acquisitions, Process Optimization, Risk Management

    Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Fundraising Support, Investor Pitch Development, Mergers & Acquisitions, Process Optimization, Risk Management
  • Bootstrapped Companies, Enterprise Companies ($50M+), Exit Planning, +6

    Bootstrapped Companies, Enterprise Companies ($50M+), Exit Planning, Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M), Pre-revenue Startups, Private Equity-Backed Companies, Professors & Educators, VC Backed Startups

    Bootstrapped Companies, Enterprise Companies ($50M+), Exit Planning, Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M), Pre-revenue Startups, Private Equity-Backed Companies, Professors & Educators, VC Backed Startups
  • Professional Services, Real Estate

    Professional Services, Real Estate

    Professional Services, Real Estate
  • 200/hour
Lan & Song CPAs LLP

Lan & Song CPAs LLP

Trusted bilingual CPA firm with 50+ years of combined experience delivering comprehensive tax, accounting, and advisory solutions for businesses and individuals.
  • Artesia, California

    Artesia, California

    Artesia, California
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor, +1

    Accountant, Bookkeeper, Financial advisor, Fractional CFO

    Accountant, Bookkeeper, Financial advisor, Fractional CFO
  • Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, +9

    Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Fundraising Support, Investor Pitch Development, Mergers & Acquisitions, Process Optimization, Risk Management

    Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Fundraising Support, Investor Pitch Development, Mergers & Acquisitions, Process Optimization, Risk Management
  • Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, +36

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
Koleda Capital LLC

Koleda Capital LLC

“Proactive, Not Reactive” approach — identifying tax-saving opportunities, risks, and financial inefficiencies before they become expensive problems.
  • Turnersville, New Jersey

    Turnersville, New Jersey

    Turnersville, New Jersey
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor, +1

    Accountant, Bookkeeper, Financial advisor, Fractional CFO

    Accountant, Bookkeeper, Financial advisor, Fractional CFO
  • Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, +4

    Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Risk Management

    Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Risk Management
  • Growing Companies ($1M-$10M), Pre-revenue Startups, Professors & Educators, +1

    Growing Companies ($1M-$10M), Pre-revenue Startups, Professors & Educators, VC Backed Startups

    Growing Companies ($1M-$10M), Pre-revenue Startups, Professors & Educators, VC Backed Startups
  • Advertising & Marketing, Architecture & Engineering, Automotive, +28

    Advertising & Marketing, Architecture & Engineering, Automotive, Construction, Consulting, Dental, Education, Electrical, Financial Services, Food & Beverage, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Architecture & Engineering, Automotive, Construction, Consulting, Dental, Education, Electrical, Financial Services, Food & Beverage, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
  • Compliance + Proactive Tax Savings starting at 1,500
Amatore & Co. LLC.

Amatore & Co. LLC.

Tax Planning and Advisory
  • Canfield, Ohio

    Canfield, Ohio

    Canfield, Ohio
  • English

    English

    English
  • Accountant, Bookkeeper, Fractional CFO

    Accountant, Bookkeeper, Fractional CFO

    Accountant, Bookkeeper, Fractional CFO
  • Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, +9

    Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Fundraising Support, Investor Pitch Development, Mergers & Acquisitions, Process Optimization, Risk Management

    Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Fundraising Support, Investor Pitch Development, Mergers & Acquisitions, Process Optimization, Risk Management
  • Bootstrapped Companies, Enterprise Companies ($50M+), Exit Planning, +6

    Bootstrapped Companies, Enterprise Companies ($50M+), Exit Planning, Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M), Pre-revenue Startups, Private Equity-Backed Companies, Professors & Educators, VC Backed Startups

    Bootstrapped Companies, Enterprise Companies ($50M+), Exit Planning, Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M), Pre-revenue Startups, Private Equity-Backed Companies, Professors & Educators, VC Backed Startups
  • Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, +36

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
  • 2500 Retainer
Starkey Brothers, Inc.

Starkey Brothers, Inc.

Our firm is comprised of a team of enrolled agents, payroll specialists, bookkeepers and financial advisers with one goal in mind – to keep your hard earned money in your pocket. We listen to your needs so we can implement specific tax and investment strategies that focus on decreasing tax liability and increasing wealth.
  • Oceanside, California

    Oceanside, California

    Oceanside, California
  • English

    English

    English
  • Accountant, Bookkeeper, Fractional CFO

    Accountant, Bookkeeper, Fractional CFO

    Accountant, Bookkeeper, Fractional CFO
  • Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, +8

    Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Investor Pitch Development, Mergers & Acquisitions, Process Optimization, Risk Management

    Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Investor Pitch Development, Mergers & Acquisitions, Process Optimization, Risk Management
  • Bootstrapped Companies, Exit Planning, Growing Companies ($1M-$10M), +4

    Bootstrapped Companies, Exit Planning, Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M), Pre-revenue Startups, Private Equity-Backed Companies, Professors & Educators

    Bootstrapped Companies, Exit Planning, Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M), Pre-revenue Startups, Private Equity-Backed Companies, Professors & Educators
  • Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, +36

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
Night Owl CPA

Night Owl CPA

Night Owl CPA is a Madison, WI boutique firm delivering tailored tax, accounting, and advisory services to small businesses and individuals who want more than a once-a-year tax preparer. With fractional CFO support, QuickBooks consulting, entity selection, and proactive tax planning under one roof, Night Owl partners with clients year-round to drive financial confidence and sustainable growth.
  • Madison, Wisconsin

    Madison, Wisconsin

    Madison, Wisconsin
  • English

    English

    English
  • Accountant, Bookkeeper, Fractional CFO

    Accountant, Bookkeeper, Fractional CFO

    Accountant, Bookkeeper, Fractional CFO
  • Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, +6

    Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Mergers & Acquisitions, Process Optimization, Risk Management

    Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Mergers & Acquisitions, Process Optimization, Risk Management
  • Bootstrapped Companies, Exit Planning, Growing Companies ($1M-$10M), +1

    Bootstrapped Companies, Exit Planning, Growing Companies ($1M-$10M), Professors & Educators

    Bootstrapped Companies, Exit Planning, Growing Companies ($1M-$10M), Professors & Educators
  • Advertising & Marketing, Architecture & Engineering, Construction, +19

    Advertising & Marketing, Architecture & Engineering, Construction, Consulting, Consumer Goods, E-commerce, Education, Electrical, Financial Services, Food & Beverage, HVAC, Insurance, Landscaping, Legal, Media & Entertainment, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software

    Advertising & Marketing, Architecture & Engineering, Construction, Consulting, Consumer Goods, E-commerce, Education, Electrical, Financial Services, Food & Beverage, HVAC, Insurance, Landscaping, Legal, Media & Entertainment, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software
  • 500/month
Toro CPA & Associates

Toro CPA & Associates

Toro CPA & Associates partners with business owners to build the solid accounting foundation that fuels sustainable growth, combining accurate bookkeeping and tax preparation with strategic business and tax advisory. From fractional CFO guidance to payroll and compliance, the firm delivers the financial clarity and proactive planning owners need to scale with confidence.
  • Lake Mary, Florida

    Lake Mary, Florida

    Lake Mary, Florida
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor, +1

    Accountant, Bookkeeper, Financial advisor, Fractional CFO

    Accountant, Bookkeeper, Financial advisor, Fractional CFO
  • Budgeting & Forecasting, Cash Flow Management, Financial Modeling, +1

    Budgeting & Forecasting, Cash Flow Management, Financial Modeling, Process Optimization

    Budgeting & Forecasting, Cash Flow Management, Financial Modeling, Process Optimization
  • Bootstrapped Companies, Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M)

    Bootstrapped Companies, Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M)

    Bootstrapped Companies, Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M)
  • Advertising & Marketing, Consulting, Dental, +9

    Advertising & Marketing, Consulting, Dental, Education, Financial Services, Gaming, Healthcare, Legal, Medical, Professional Services, Real Estate, Technology & Software

    Advertising & Marketing, Consulting, Dental, Education, Financial Services, Gaming, Healthcare, Legal, Medical, Professional Services, Real Estate, Technology & Software
  • 500/month
EH Solutions, LLC

EH Solutions, LLC

EH Solutions is a boutique tax, accounting and strategy firm focused on providing the highest quality of services
  • Chevy Chase, Maryland

    Chevy Chase, Maryland

    Chevy Chase, Maryland
  • English

    English

    English
  • Accountant, Bookkeeper, Financial advisor, +1

    Accountant, Bookkeeper, Financial advisor, Fractional CFO

    Accountant, Bookkeeper, Financial advisor, Fractional CFO
  • Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, +36

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

    Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel
NL

NeatBooks LLC

We help franchisees, multi-entity businesses, and construction companies stay financially organized and tax-efficient year-round. Based in Miami, we work with clients across the U.S. and offer accounting, bookkeeping, tax, and advisory services in English and Spanish.
  • Doral, Florida

    Doral, Florida

    Doral, Florida
  • English, Spanish

    English, Spanish

    English, Spanish
  • Accountant, Bookkeeper, Financial advisor, +1

    Accountant, Bookkeeper, Financial advisor, Fractional CFO

    Accountant, Bookkeeper, Financial advisor, Fractional CFO
  • Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, +9

    Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Fundraising Support, Investor Pitch Development, Mergers & Acquisitions, Process Optimization, Risk Management

    Board & Investor Relations, Budgeting & Forecasting, Capital Structure Planning, Cash Flow Management, Financial Modeling, Financial Strategy Development, Financial Systems Implementation, Fundraising Support, Investor Pitch Development, Mergers & Acquisitions, Process Optimization, Risk Management
  • Bootstrapped Companies, Enterprise Companies ($50M+), Exit Planning, +6

    Bootstrapped Companies, Enterprise Companies ($50M+), Exit Planning, Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M), Pre-revenue Startups, Private Equity-Backed Companies, Professors & Educators, VC Backed Startups

    Bootstrapped Companies, Enterprise Companies ($50M+), Exit Planning, Growing Companies ($1M-$10M), Mid-Market Companies ($10M-$50M), Pre-revenue Startups, Private Equity-Backed Companies, Professors & Educators, VC Backed Startups
  • Construction, Food & Beverage, Hospitality, +1

    Construction, Food & Beverage, Hospitality, Real Estate

    Construction, Food & Beverage, Hospitality, Real Estate

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