Looking for a CFO? Free Introduction within 2 Working Days
Get MatchedLooking for a CFO? Free Introduction within 2 Working Days
Get MatchedGet a clear and accurate picture of your business finances with professional financial statement preparation. We help organize financial data and prepare reliable statements that support informed decision-making, improve financial transparency, and keep your business records ready for reporting requirements.
Experience represented across our CFO network.
Clear financial statements help you see where your business stands, talk confidently with lenders and investors, and make decisions based on facts. Our financial statement preparation services connect you with experienced financial professionals who organize your data and prepare statements you can rely on.
Whether you are a growing company that has outgrown spreadsheets or an established business that needs more consistent reporting, your CFO builds a process that fits your size, your systems, and your reporting needs. The result is accurate financial reporting services that save your team time and give you a clearer view of performance. Your statements stay organized, consistent from period to period, and ready when someone asks for them.
You also get someone who can explain what the numbers mean. Your CFO walks you through your statements, answers your questions, and points out what deserves your attention. That clarity helps owners, managers, and outside partners all work from the same set of facts.
Prepare a profit and loss statement that shows revenue, costs, and profitability so you can see how your business is performing over time.
Organize assets, liabilities, and equity into a balance sheet that gives you an accurate snapshot of your financial position.
Track where cash comes from and where it goes, so you understand how operations, investing, and financing affect your bank balance.
Clean up and structure your accounting records so statements can be prepared consistently and your books stay ready for reporting.
Review balances, reconcile key accounts, and flag unusual items before statements are finalized and shared.
Add senior financial insight to your reports, with outsourced financial reporting that includes analysis, commentary, and clear explanations.
Three steps. Two minutes. Zero guesswork.
Answer a few quick questions about your business, financial records, and reporting requirements to help us understand your needs.
We connect you with experienced financial professionals who can help organize financial data, prepare statements, and review reporting details.
Work with your chosen expert to prepare clear, accurate financial statements that give you a better understanding of your business's financial position.
Industries: Ecommerce · Manufacturing · Professional Services · Distribution · Import / Export
Fractional CFO with 20+ years of cross-industry experience supporting businesses from early stage through growth and exit. Works with owners and leadership teams to strengthen cash flow, build scalable financial infrastructure, and navigate capital decisions across complex structures. Focused on translating financial data into clear, actionable decisions that drive sustainable growth and protect long-term value.
Industries: Manufacturing · Professional Services · Distribution · Private Lending · Mortgage Servicing
Partners with leadership teams as a Fractional CFO and trusted advisor, bringing financial strategy, system integration, and process improvement to growing organizations. Helps businesses improve margin visibility, strengthen financial discipline, and implement practical systems that support confident, sustainable growth.
Industries: SaaS / Technology · Manufacturing · Healthcare · Professional Services · Real Estate / Construction
Brandon’s mission is to help middle-market companies and PE-backed organizations scale by integrating financial discipline, operational excellence, and leadership alignment. Focused on unlocking liquidity, building scalable financial architecture, optimizing working capital, and driving measurable enterprise value, especially in complex environments.
Industries: Manufacturing · Professional Services · Distribution
Fractional CFO helping growth-stage and PE-backed companies turn financial complexity into a competitive advantage. Former Director of Corporate Finance at a $500M PE-backed manufacturing firm, where he co-led a successful exit delivering 3.5x returns. Brings institutional-quality finance to businesses that need strategic firepower without the full-time cost. Specialties include financial modeling, cash flow optimization, and investor reporting.
Industries: SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate / Construction · Retail · Nonprofit · Life Sciences · CPG
CPA with 25+ years of experience providing fractional CFO services to small businesses across a wide range of industries. His team delivers fractional CFO, controller, tax, and project services, as well as custom database development and financial modeling tools. Approach centers on meeting with each client to assess financial pain points and opportunities, then building a custom engagement to address them.
Financial statements are only useful when they are accurate, timely, and easy to understand. With CFO financial statement preparation, an experienced professional reviews your accounting records, organizes the data, and prepares statements that reflect what is really happening in your business.
Your CFO can work with your existing bookkeeper or accounting team, or with your accounting software directly. They check that revenue and expenses are recorded in the right periods, that accounts reconcile, and that the statements fit together. If something looks off, they investigate it before the report reaches you.
Just as important, they help you read the results. You get a clear explanation of margins, cash movement, and trends, along with suggestions for what to look at next. That turns your statements from a reporting requirement into a tool you can use to run the business. Strong financial statement preparation services also leave a clear trail of support, so questions from lenders, investors, or auditors can be answered quickly and with confidence.
Reporting needs change as your business grows. You might need monthly statements for your leadership team, quarterly reports for a lender, or a full set of statements ahead of a funding round or sale. Our network lets you choose the level of support that matches your situation.
Many companies choose to outsource financial reporting services to a fractional CFO so they get consistent results without hiring a full-time finance team. You can start with a one-time project, such as cleaning up and preparing a year of statements, and move to a regular schedule when it makes sense. Speak with several CFOs, compare their experience, and choose the one who fits your business. As your needs change, you can adjust the scope without starting over, and your records stay consistent from one reporting period to the next.
Most businesses should prepare three core statements: an income statement, a balance sheet, and a cash flow statement. Together they show profitability, financial position, and cash movement. Depending on your needs, you may also prepare a statement of changes in equity and supporting schedules for lenders, investors, or other stakeholders.
Monthly is a good rhythm for most growing businesses, because it lets you catch problems while there is still time to act. Some companies add a quarterly deeper review, and all businesses need a full set of statements at year end. Your CFO can recommend a schedule based on your size and reporting requirements.
Consider it when statements are late or inconsistent, when your team spends too much time on reporting, or when lenders and investors are asking for more detail. It is also useful when you want senior-level review without hiring a full-time finance leader. Outsourced financial reporting gives you expertise on a flexible basis.
Accuracy starts with organized records, consistent accounting methods, and regular reconciliations. A review step also helps, where someone checks balances, compares results to prior periods, and investigates unusual items. A CFO brings that experience and can set up a repeatable process, so accuracy does not depend on one person or one month.
Yes. Explaining the numbers is a core part of the role. A fractional CFO can walk you through your statements in plain language, highlight trends and risks, and help you prepare for conversations with partners, lenders, or investors. You leave each review knowing what the numbers say and what to do about them.