Step Away From the Books

and step back into business success with our CFO services in Miami.

Our Miami CFO Services

You’re running a business in Miami’s vibrant, fast-paced market, where both opportunity and challenge are abundant. With our area’s diverse industries and constant growth, you need more than just solid operations—you need personalized and strategic financial guidance to stay ahead. That’s where we come in. Our CFO services in Miami help you gain control of your business finances by navigating the complexities of the market. We equip you with the knowledge to drive your business forward.

CFO Services for Lasting Success in South FL

Fractional CFO Services—Financial Services
on Your Terms

  • Find where to save you money
  • Provide and assist with yearly projection
  • Offer budgeting advice and monitoring
  • Define your KPIs based on your industry and needs
  • Assist with Financial/Project reporting and analysis
  • Assist with Future tax strategy, and retirement planning at a reasonable and affordable cost

A fractional CFO is a part-time financial leader who becomes an integral part of your team to help your business thrive without the expense of a full-time executive.

Picture this: An engineering firm in South Florida is taking on larger, more complex projects but struggles to manage project costs and allocate resources effectively. Although they don’t need a full-time CFO, they hire a fractional CFO to analyze project budgets, implement cost-tracking systems, and secure additional funding. With strategic guidance, the firm takes on new opportunities with confidence while maintaining financial stability.

  • QuickBooks Online and Desktop Setup for starter clients
  • Bookkeeping Cleanup/catch up services
  • Categorize transactions
  • Advise on project accounting and progress billings
  • Reconcile transactions from QBO to bank statements
  • Assist on payroll setup and tax/benefits reconciliation
  • Assist with Account Payable/Receivable reconciliation

An outsourced CFO offers expert financial guidance on an as-needed basis, working independently to help businesses tackle specific challenges without requiring constant in-house involvement.

Picture this: A small architectural firm faces challenges with fluctuating project budgets and delayed client payments, impacting cash flow. An outsourced CFO, operating as an experienced external partner, steps in to evaluate project accounting practices, streamline invoicing, and create financial forecasts. Now, the firm can continue to build its reputation for excellence.

CFO Services Miami

Why Choose a Fractional CFO?

Expertise

Tania C. Garces has over 15 years of experience in the world of accounting and finance. She understands the unique challenges of project accounting and can provide tailored solutions to meet your needs.

Cost-Effective

Hiring a full-time CFO may only be feasible for some nonprofits due to budget constraints. By opting for fractional CFO services, you can access top-tier financial expertise at a fraction of the cost, maximizing the value of your financial resources.

Flexibility

As a fractional CFO service provider, we offer flexible engagement options, allowing you to access our expertise based on your organization’s requirements. We can accommodate your needs, whether you need ongoing part-time support and assistance or specific project-based engagement.

Collaborative Approach

We believe in building solid partnerships with our clients. As your fractional CFO, we work closely with your team, ensuring effective collaboration and knowledge transfer. Our team is committed to empowering your organization with financial insights and capabilities.

Achieve Financial Clarity & Growth with Miami’s Leading CFO Team

With years of experience supporting businesses in Miami, our seasoned fractional and outsourced CFO works closely with you to provide actionable insights, develop financial strategies, and implement systems that support long-term success. Whether you’re a startup seeking growth or an established company looking to streamline operations, our customized approach keeps your business right on track.

Contact us today to grow with the help of strategic financial leadership tailored to your business’s needs.

WHO WE WORK WITH

cpa miami fl