Elevate Your Financial Strategy with Professional Fractional CFO Services
Confidently navigate your business with expert-led financial guidance tailored to your needs, minus the commitment of a full-time CFO.
Experience The
Fractional CFO Difference
Our Fractional CFO service provides the flexibility of a part-time or outsourced CFO, offering financial leadership and management expertise, without the cost implications of a full-time hire.
Whether you're a startup in need of financial strategies and forecasting, or an established business owner requiring financial reporting and consulting services, partnering with Zeroed-In Consulting can provide your Company with financial assistance while catering to your specific needs.
Services & Solutions
Strategic Planning
Forecasting & Budgeting
Financial Reporting
Audit Preparation
Risk Management
Cash Flow Reporting & Forecasting
Budget to Actual Reports
Trend Analysis
Customized Reports
Scheduled Recurring Meetings
Key Performance Indicator (KPI) Tracking
Get Immediate Clarity to Your Accounting Process
Zeroed-in Consulting uses a fast and efficient process to assess your Fractional CFO needs and identify key areas of growth.
Month 1
The first step is for our team to gain a deep understanding of the business. This will help us develop our approach and focus areas to gain an understanding of your current processes and perform a preliminary review of existing financial reports to assess what exists and potential areas of improvement.
Initial Assessment
Month 2
Zeroed-In will perform an overall strategy and analysis in Month 1 to provide recommendations, but we believe collaboration is critical with our clients. We will work with you to determine next steps and timeline to execute Fractional CFO services.
Deliverables and recurring reporting will vary from Company to Company and we will determine a solution that best meets your specific needs.
Action Plan
Month 3+
Once your tailored plan is developed, we will begin general, recurring and analytical tasks. Examples include monthly financial statements, analysis of KPI’s, actual vs. budget variances, clean up of historical financials, and AR aging analysis among other available services and solutions depending on the action plan and timeline developed.
Over time, we will work with you to determine if the action plan should be updated or additional areas added, as needed, based on our direct communication with the Company and team.
Analysis & Execution
Meet Your Finance Team
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John Ikosipentarhos
President/Co-Founder
John Ikosipentarhos is a CPA in Orange County, CA, with 10+ years in public and private accounting. Specializing in corporate accounting and finance, he helps companies leverage new technologies and automate workflows to reduce costs. He has a Bachelor's in Business Administration with an Accounting emphasis from Cal State Fullerton.
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Matt Moschetti
Director
Matt Moschetti is a Nevada-based CPA with 10+ years of accounting experience that includes audits, technical accounting advisory, and corporate accounting roles. He holds a Bachelor’s degree in Business Administration with majors in Accounting and Information Systems from the University of Nevada, Reno.
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Danielle Lewis
Director
Danielle Lewis is a Nevada-based CPA with 10+ years of experience, specializing in US GAAP and regulatory standards like ASC 980. She holds advanced degrees in accounting and economics from the University of Nevada, Reno.
Frequently Asked Questions (FAQ)
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Absolutely! A Fractional CFO offers immense value, especially for small to medium-sized businesses, growing companies or startups. By choosing fractional services, you gain access to high-level financial expertise and strategic insight at a fraction of the cost of a full-time CFO. This means you can make informed, strategic decisions to drive growth, navigate complex financial decisions, set long-term financial goals, and develop strategies for growth and profitability.
A Fractional CFO also offers flexibility to meet a business’s current needs, whether the financial landscape is more routine in nature or needs to scale up during a period of growth, financial restructuring, or specific projects like mergers and acquisitions. It's a smart, cost-effective way to bring seasoned financial leadership into your team, ensuring you have the guidance needed to navigate complex financial scenarios while focusing on your core business goals.
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Fractional CFO services vary in cost from $3,000 to $10,000+ per month, tailored to the unique needs and expertise required by each business.
This variance underscores the tailored approach to each company's unique needs. When weighed against the industry salaries for full-time CFOs, which can significantly exceed $200,000 annually excluding additional benefits, Fractional CFO services emerge as a highly cost-effective strategy for businesses seeking top-tier financial guidance without the full-time commitment.
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Small business owners wear many hats and often have their hands in every area of their business. This can be exhausting and doesn’t allow for a focus on impactful activities of profit and growth. This can create an environment where they are working “in the business” but not “on the business.” A Fractional CFO can assist to help understand where the business is headed financially, create a financial strategy and allow the business owner to make decisions based on analytical data. Hiring a CFO can be extremely costly, especially when the needs of a smaller business do not require a full-time hire. Partnering with Zeroed-In is a great solution to have an experienced resource that will advise on how to utilize financial information to your advantage at a fraction of the cost.
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A Fractional CFO can focus on establishing and managing the financial infrastructure and strategy critical for sustainable growth. This includes developing financial forecasts and models, managing cash flow, advising on capital raising, ensuring accurate financial reporting and compliance, implementing cost control measures, and providing strategic guidance to the leadership team. Additionally, a Fractional CFO can define key performance indicators (KPIs) to track the startup's performance and assist in risk management. Their role is pivotal in steering the startup through its growth phases by aligning financial strategies with business objectives, optimizing financial operations, and facilitating informed decision-making.
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A startup may need a Fractional CFO when facing rapid growth, complex financial operations, or significant strategic decisions that require expert financial guidance. This need often arises during preparation for funding rounds, scaling operations, or when addressing financial health concerns such as cash flow difficulties. A Fractional CFO brings in the necessary expertise to establish robust financial systems, manage investments wisely, and navigate the complexities of scaling, without the full-time cost of a traditional CFO. This solution is ideal for startups at critical growth junctures needing advanced financial strategies and insights to support their expansion and operational efficiency.
Understand the purpose behind interim testing performed by auditors, and how you can use it to avoid costly audit overruns at year-end.