Our Story
CM CPA Fractional CFO was founded by a team with years of diverse experience advising small to medium-sized businesses on their most important strategic decision making.
While large corporations with substantial resources enjoy the convenience of in-house financial professionals, emerging companies often face challenges in accessing vital data and insights crucial for competing in a dynamic market. We were founded on the principle that every growing company should have access to high-quality insights, aiding them in achieving their business goals.
With our hands-on experience in scaling businesses and shaping policies and processes, our aim is to be your trusted finance partner throughout your years of growth.
Our Advantage
Growth Insight
Leveraging our operational and financial expertise to offer insights that drive growth.
Business Experience
Backed by real business experience, we excel in scaling businesses for sustained success.
Flexibility
Recognizing the evolving nature of small businesses, we provide the flexibility to support your changing needs through various growth cycles.
Operational Mastery
As your strategic finance business partner, we extend beyond financial matters to oversee HR, payroll, supply chain, ensuring operational excellence for your success.
Our Services
Dedicated CFO Support
Strategic Advisory
Cash Flow Management
Budget, Forecasting, & Reporting
Coaching
Month End Close Support