Outsourced Accounting, FP&A and CFO Services
Flex CFO provides part-time or “fractional” CFO services to small and medium sized businesses.
Who we are
Who We Are
Flex CFO provides part-time or “fractional” CFO services to small and medium sized businesses. We are CPA’s, MBA’s in Corporate Finance and have Enrolled Agent status with the IRS. Our certifications cover FP&A, QuickBooks and financial modeling. When we combine our technical skills and industry experience with flexibility, we create a customized engagement that is based on your specific needs. Every engagement is unique and no relationship is too small. In addition to the accounting and corporate finance services we deliver, as CFO’s we are accustomed to building “advisory” relationships with our clients. Whether you are just starting out, or are an established business, we can provide the accounting and finance support you need.
Why should I hire a fractional CFO?
Why should I hire a fractional CFO?
All business entity types require financial management to succeed. However, some organizations have not reached the stage in the business life cycle where they can afford a seasoned finance professional on a full-time basis. Other businesses require interim finance support to solve for one-time needs or prevent business disruption. In either case, hiring a seasoned finance professional on a part time or “fractional” basis becomes a viable solution. One of the many benefits of hiring fractional CFO services is that you can customize the relationship to match your needs, your budget, and your time frame. Flex CFO was founded with the idea that expert financial management can be customized and delivered with that flexibility in mind. Please schedule a friendly discussion to learn more about how Flex CFO can customize a relationship for you.
What we Do
Accounting Services
Timely and accurate financial statements are a necessity when it comes to managing your business results, monitoring your cash flows and being prepared for tax season.
Financial Planning & Analysis
FP&A is the corporate function responsible for managing, understanding, and interpreting financial information to facilitate decision making and problem solving. FP&A is that place where finance meets strategy.
CFO Services
The CFO plays an integral role in any organization and is needed at all stages of the organization life cycle. If your business lacks the C-level financial management it requires due to budget constraints, you should strongly consider hiring a CFO on a part-time or fractional basis.
Tax Services
Tax reform legislation such as the Tax Cuts and Jobs Act of 2017 and the more recent CARES Act make it as important as ever to hire qualified tax experts for tax planning and tax return preparation.
Testimonials
“Growing my business and providing professional installations for my clients requires me to be in the field and on the job site. I have very little time to manage my books. Ernie has been my accountant for the last few years and has done a great job. He reviews my transactions, prepares my financial statements and provides insights into my performance results. At year-end he does my taxes and prepares me for the year ahead. I would highly recommend Ernie to the CEO of any small business.”
“We run a growing tax practice that provides accounting and tax services to individuals and small businesses. We added Ernie to our contractor staff in 2016 and he has done an outstanding job. He has the technical skills we need and he works with a sense of urgency. Most importantly, our clients love working with him. Ernie’s proficiency with QuickBooks has helped us automate transaction processing, bringing efficiencies to our accountant staff and business clients.”
“I’ve known and worked with Ernie in a corporate environment for several years. When it comes to solving complex business problems, Ernie is a great business partner to have on the team. His business acumen, thought leadership and finance skills have been invaluable to our business. I know he will be successful as a fractional CFO.”
Certifications
QuickBooks Online Certified Pro Advisor
New York State Education Department – CPA
IRS Enrolled Agent
National Association of Tax Professionals Member