Fractional CFO Services -

Excel CPAS

Fractional CFO Services

Services you can trust

Strategic Financial Leadership Without the Overhead

Excel CPAs’ Fractional CFO Services offer businesses the strategic financial leadership of a Chief Financial Officer without full-time commitment and overhead. We partner with you to drive growth, optimize cash flow, and provide insightful analysis, and tangible solutions, all tailored to your business’s unique needs. Whether you’re a startup seeking direction or an established entity aiming for expansion, our Fractional CFO Services are the perfect blend of strategic oversight and cost efficiency.

In today’s dynamic business landscape, having strategic financial guidance is more crucial than ever. But hiring a full-time CFO can be costly and isn’t always feasible for all businesses. Enter Excel CPAs’ Fractional CFO Services.

Our Services

Tax Return Preparation & Filing

Bookkeeping & Accounting

Tax Planning

Financial Planning

Business Optimization

Fractional CFO Services

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Why Choose Fractional CFO Services?

We meticulously review income, expenditures, and relevant financial activities to prepare accurate and timely tax returns, ultimately striving to optimize your financial position and minimize your tax liability.

Tailored Financial Leadership

Enjoy the benefits of a Chief Financial Officer's expertise tailored to your business's specific needs without the commitment of a full-time position.

Cost-Efficient

With our Fractional CFO Services, you get all the financial leadership benefits at a fraction of the cost, ensuring you don't strain your resources.

Scalable Guidance

Whether you are a burgeoning startup or an established enterprise, our services scale with your business needs, ensuring the right level of support.

With Excel CPAs By Your Side

You won't just be reacting to the financial ebbs and flows; you'll be anticipating them. Our Fractional CFO Services act as a beacon, guiding your business through the complexities of financial decisions, ensuring you're not just surviving, but thriving.

For Startups

Navigate the challenges of the business world with a seasoned financial partner, ensuring you set solid foundations for success.

And Established Businesses

Reinvigorate growth, optimize operations, and prepare for the future with an expert touch that understands your unique business narrative.

Why Choose Excel CPAs

Personalized Approach

Accuracy & Efficiency

E-filing Advantage

Utmost Confidentiality

Unwavering Audit Support

Tax Law Compliance

Maximized Deductions

Multistate Expertise

Experience You Can Trust

Testimonials

What our clients say about us

Sam has helped me with my taxes for several years now. She is very knowledgeable and easy to work with. I recommend her for even the most complicated tax returns. She truly is a gem of a person & an expert in her field. I could go on & on about her ... but it would all be redundant. I simply feel blessed to have met her & will be going to her for ... as long as I possibly can!!

Sam is a consummate professional. She is efficient and gives her attention to detail. I've done my taxes with Sam for years now and have referred friends and family. Taxes can be daunting but Sam's high level client care makes the process pleasant. I highly recommend Sam Dodin, CPA.

Sam has been doing my taxes since 2012. Each year I am more impressed with her breadth of knowledge. She's a true expert. And a very easy person to talk to. She asks the right questions to get every possible advantage in place regarding my tax returns. I highly recommend Sam to anyone looking for a tax advisor they can truly trust and rely upon.

Your Strategic Financial Partner Without the Full-time Price Tag

Step into a realm where precision meets strategy, where financial solutions are crafted with care and expertise. Let’s embark on a journey of financial excellence together. Dive into a world where bespoke financial solutions meet individualized care – all with Excel CPAs’ Fractional CFO Services.

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