Our Services
FRACTIONAL CFO
EMPOWERING YOU WITH FINANCIAL CLARITY AND STRATEGIC GUIDANCE
We understand that managing your finances goes beyond just taxes – it's about optimizing performance, driving growth, and making informed decisions. With Real Books by your side as your Fractional CFO, you'll have a dedicated partner committed to your success, all without the expense of a full-time CFO.
Clients interested in this service should...
Have an annual revenue of over $1 million
Employ 1-25 staff members
Own a business that generates profits while reinvesting some of those profits into rental properties
THIS IS FOR YOU IF...
You manage a team
If you need to pay employees regularly and want a seamless solution to ensure accurate and timely payroll processing.
You seek strategic insights
If you're eager to extract valuable insights from your financial statements to make informed decisions that drive your business forward.
You value your time
If you prioritize investing your time in growing your business rather than getting tied up in the complexities of accounting tasks.
Cost-Efficiency Matters
If hiring an in-house accounting team isn't financially viable for your business.
WHAT'S INCLUDED?
Starting at $3,000/month
With our Fractional CFO Service, you'll have the expertise and support you need to navigate tax complexities and achieve financial success. Say goodbye to uncertainty and hello to clarity and confidence in your financial decisions.
Dedicated Account Manager
Quarterly Tax Estimates
1099 Contractor Filings
Tax Notice Response Service
Monthly Financial Statements
Monthly Financial Review Meetings
Budgeting & Forecasting
Business & Individual Tax Return Prep and Filing
Semi-Annual Tax Strategy Sessions
Personalized Tax Return Video Review
Client Portal with Chat Features
Payroll Management
KPI Tracking and Analysis
Cash Flow Management
