For Owners & Operators
Fractional CFO and accounting support.
Most small and mid-size businesses run on bookkeeping that tells them what happened, not what to do next. Fractional CFO support gives you the financial visibility and decision-ready numbers a full-time finance leader would provide, without the full-time cost.
The problem
Bookkeeping records the past; it does not guide the decision
A bookkeeper closes the month. A controller keeps the books clean. Neither is built to tell you whether you can afford the hire, how the acquisition changes your cash position, or what your numbers say to a lender or a buyer. As a business grows, the gap between recorded history and forward decisions widens, and that gap is where a fractional CFO works.
What's included
What fractional CFO support covers
✓Monthly financial reporting built for decisions, not just compliance
✓Cash-flow visibility and forward forecasting
✓Budget and scenario modeling for major decisions
✓Margin and unit-economics analysis
✓Lender-ready and investor-ready financial packages
✓Tax-aware planning coordinated with your accountant
✓Financial preparation ahead of a sale or acquisition
✓A finance partner you can call before you commit to a big move
How it works
From messy books to decision-ready numbers
01
We review where you are
Current books, reporting, and the decisions on your horizon. We meet the business where it is.
02
We build the reporting
Clear monthly numbers, cash-flow visibility, and the forecasts you need to plan rather than react.
03
We work the decisions with you
Hiring, pricing, financing, expansion, or exit. You get a finance partner in the room, not a report after the fact.
04
We scale with the business
As you grow toward a transaction or an exit, the same numbers carry straight into diligence.
Who it's for
Built for owners outgrowing their books
Small and mid-size business owners who have outgrown bookkeeping but do not need a full-time CFO. If you are making six- and seven-figure decisions on numbers that were built for tax filing, fractional CFO support gives you the financial clarity those decisions deserve.
Questions
Common questions
How is this different from my bookkeeper or accountant?
Your bookkeeper records transactions and your accountant handles filings. A fractional CFO uses those numbers to guide forward decisions: cash planning, forecasting, and the financial side of major moves. The roles are complementary.
Do you replace my accountant?
No. We coordinate with your accountant and bookkeeper. We provide financial and tax advisory analysis; formal tax filings and legal work remain with your existing providers.
Is this a long-term commitment?
Engagements scale to what the business needs, from a specific project like preparing for a transaction to ongoing monthly support. We scope it to the work in front of you.
Can this help me prepare to sell?
Yes. Clean, decision-ready financials are exactly what a buyer's diligence team looks for, so fractional CFO work often flows directly into exit readiness when the time comes.
Making decisions on numbers you don't fully trust?
A confidential call is the fastest way to see what better financial visibility would change.
Schedule a Confidential CallNexTax Advisory provides financial and tax advisory services. It does not provide legal services or formal audit or attest engagements. Analysis is intended to inform your decisions alongside your attorney, lender, and independent quality-of-earnings provider, not to replace them.