Sapphire’s Fractional CFO services deliver expert financial management and strategic guidance, offering businesses flexible, cost-effective solutions to optimize their finances and achieve growth.
Our Services
Fractional CFO Services
Fractional CFO
Financial Planning & Analysis - Strategic planning and data-driven decision making
Budget & Cash Flow Management - Optimized budgeting and cash flow oversight
Risk & Performance Optimization - Risk mitigation and profitability improvement
Monthly Bookkeeping Services
Bookeeping Services
Transaction & Record Management - Accurate recording and maintenance of financial data
Bank & Expense Tracking - Bank reconciliation and expense categorization
AP/AR & Financial Reporting - Invoice processing and regular financial updates Copy
FAQ
Have questions? We can help.
How often will we meet to review my business finances?
We schedule monthly financial review meetings to discuss performance, challenges, and strategies. Additional meetings can be arranged as needed for urgent matters or special projects.
Will you train my staff on financial processes?
Yes, we provide training to your team on financial procedures, software usage, and best practices to ensure smooth operations and maintain consistency in financial management.
Do you handle tax planning?
While we provide strategic tax guidance and work closely with your tax professionals, we don’t handle direct tax preparation. We ensure your financial records are organized and ready for tax season.
Can you help set up my accounting software?
Yes, we can help select, set up, and optimize your accounting software. We’ll ensure it’s configured properly for your business needs and train your team on its use.
What reports will I receive each month?
You’ll receive key financial statements including a P&L, balance sheet, and cash flow statement, along with customized reports focused on your specific business metrics and KPIs.
Ready to get started?
Fill out the form above to connect with our fractional CFO experts! Share details about your business, financial goals, and budget, and we’ll reach out to discuss how we can help you achieve your vision. Get started today by filling out the form — no commitment required!
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