Virtual Fractional CFO Services

Fractional CFO services and advisory support from Reconciled gives you the power of high-level financial management without expanding your team. We have a CFO expert for every industry specific opportunity and project that you want to tackle. 

How our Virtual CFO Advisors deliver

Reconciled advisors will sit down with you to understand your business. They will advise exactly what financial management and strategies will help you towards your next business goal. The daily work is customized to each business. The process is fluid based on the projects and priorities that come across your desk. Some of the areas where we frequently provide support are:

Cashflow Modeling

We will define the low points and opportunity areas to more effectively manage your cash as a business.

Profit Margin Maximization

Are you charging enough given your expenses? We will review your current pricing to determine if your products or services are priced appropriately to maximize profits.


Monthly Reviews

Video calls with your advisor and specific recommendations based on your business performance and goals. 


Capital Fundraising

Assist in the fundraising process to secure your business’s continued growth. We do this by collaborating on the preparation of the pitch deck with the leadership team and representing the financial expertise to investors and institutions. 



Grant Writing

Our team will write and submit grant requests for your organization. Additional service to keep apprised of other grant opportunities for your organization. 


Budget Planning

Will prepare a quarterly budget and measure performance against that budget to keep the business on track.


Employee Retention Credit

We will submit or amend your business taxes to include ERC (if you qualify). 



And More

Tailored support to address exactly what your business needs. Connect with an advisor today! 



Our CFO Experts Get It 

Unlike other accounting firms who will set you up with a tax focused CPA disguised as a CFO, our CFO Advisors are serial entrepreneurs, fundraising experts, and business leaders. They understand your priorities, and how to get your business to its next milestone. We have a multitude of advisors on our team with diverse skillsets and experience in a variety of industries.

Meet just three of our incredible advisors:

Crystal Johnson Headshot

Crystal Johnson

Crystal came to Reconciled in 2019. She loves working with startups and entrepreneurs and keeping their books in order. Crystal understands the passion and dedication necessary to operate a business as she has owned several herself. 

Steve Mack Headshot

Steve Mack

Steve joined Reconciled in March 2021 and brings over 20 years of accounting management experience in both the public and private sectors. With a commitment to providing quality service, he is excited to work with entrepreneurs and small business owners.

Mistie Aker Headshot

Mistie Aker

Mistie joined Reconciled in December 2021 and has over 20 years of accounting experience in many different capacities, from bookkeeping, tax preparation, and budget management, to being a Controller for small to midsize companies. She understands the challenges and opportunities small businesses encounter and loves finding solutions that foster long-term growth. 

Advisory and Fractional CFO Services to Suit Your Business Goals 

Your growing business needs more than basic accounting. With Reconciled CFO, we will pair you with an industry expert advisor that can help you understand your businesses financial performance. Also, they can make specific recommendations based on expertise, best practices and under-exploited opportunities. Their advice will increase revenue, and reduce expenses. 

Whether you are looking for monthly strategic overviews with an expert, custom reports, early stage financial modeling, or deep dives into particular revenue streams, or financial projects, CFO services with Reconciled has an advisor for you.

Our Tailored CFO Services Mean Scalability

Many young businesses are riddled with opportunity to benefit from CFO support, but are not in a position to shell out a 6-figure salary to a full time CFO. At Reconciled, our clients aren’t cookie cutter businesses. Every client relationship is unique. We tailor our services to your business, exactly where you are at today. Also, we can easily scale that support up as your business grows. This means providing a CFO resource that suits your budget and needs.

Growing takes a lot of my time and focus which is why I need trusted advisors like Reconciled It. They solved an immediate problem when I was searching for someone to manage the startups’ finances at a time when we could not employ a full-time CFO. Signing up was the best decision I made.

-Adriana Teresa, CEO & Founder of Foto Visura

What does a CFO do?

A CFO (or a “Chief Financial Officer”) is an important resource when is comes to establishing and maintaining strong financial performance in your business. CFOs are responsible for monitoring the financial behaviors of the business to understand when changes need to be made, or opportunities are ripe for execution. They are often the first line of defense to identify and prepare for financial challenges, like a cashflow crunch or rising cost of goods. 

With the right business, and the right financial manager, engaging a CFO is continuous ROI for the business, which is why most of our client who start with modest CFO advisor packages, quickly scale those engagements up. 

How do I communicate with a Remote CFO?

Reconciled uses cloud accounting technology and tools within the cloud accounting ecosystem, and can digitize almost any paper process. In our CFO relationships, we believe face time and familiarity go a long way. Our CFO advisors regularly meet with their clients via phone, and video conference, and share information back and fourth using best in class technology, like QBO, Google Drive, Office 365.

What if I want someone on site?

Reconciled specializing in cloud accounting, and we provide our services 100% remote. Some business owners feel more comfortable with someone on site, however by performing our work remotely, we can focus on digitized processes that improve accounting operational efficiency and reduce the cost of providing accounting support. Our remote work culture at Reconciled is a “Video-On” philosophy, with means we utilize technology like video conferences and shared online workspaces and applications to get face time with our clients.

That said, in certain circumstanses, we will provide advisory or enterprise support on site. Connect with us today to find out more about how we can support your accounting needs, or to get specifics about site visits from advisors.

Is cloud accounting safe?

Cloud accounting has become an cornerstone in the accounting and finance world. While cloud services may have been vulnerable years ago, technology has made leaps in the security available to cloud based products. At this point in time, if someone holds a bank account, or uses credit cards from any large or small institution, their financial information is likely already in the cloud – even if you dont access it personally in the cloud.

Reconciled only engages with accounting technology that provides the security neccessary to protect all of our clients. As a partner of Xero, Intuit Quickbooks, and Sage Intacct, the tech we leverage is of the highest quality and is provided by firms renouned for their cloud development teams, and the security in their platforms. 

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