CFO Services

Virtual Fractional CFO Services

Fractional CFO services and advisory support from ADL give you the power of high-level financial management without expanding your team. We have a CFO expert for every industry specific opportunity and project that you want to tackle.

How Our Virtual CFO Advisors Deliver

ADL advisors will sit down with you to understand your business. They will advise exactly what financial management and strategies will help you towards your next business goal. The daily work is customized to each business. The process is fluid based on the projects and priorities that come across your desk. Some of the areas where we frequently provide support are:

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Cashflow Modeling

We will define the low points and opportunity areas to more effectively manage your cash as a business.

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Monthly Reviews

Connect with your advisor and specific recommendations based on your business performance and goals.

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Grant Writing

Our team will write and submit grant requests for your organization. Additional service to keep apprised of other grant opportunities for your organization.

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Employee Retention Credit

We will submit or amend your business taxes to include ERC (if you qualify).

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Profit Margin Maximization

Are you charging enough given your expenses? We will review your current pricing to determine if your products or services are priced appropriately to maximize profits.

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Capital Fundraising

Assist in the fundraising process. We do this by collaborating on pitch deck preparation with the leadership team, and representing the financial expertise to investors and institutions.

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Budget Planning

Will prepare a quarterly budget and measure performance against that budget to keep the business on track.

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And More

Tailored support to address exactly what your business needs. Connect with an advisor today!

Our CFO Experts Get It

Unlike other accounting firms who will set you up with a tax focused CPA disguised as a CFO, our CFO Advisors are serial entrepreneurs, fundraising experts, and business leaders. They understand your priorities, and how to get your business to its next milestone. We have a multitude of advisors on our team with diverse skillsets and experience in a variety of industries.

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want, and we’ll do our best to help.

Get in touch today

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ADL Accounting boasts a highly experienced team of CPAs and accountants working with corporations, small businesses, and individuals in the United State and Australia.