Fractional CFO Consulting Services

We dedicate our time to truly understand your business and industry. We will also be attentive to the daily needs of the business and act as a liaison between your business and financial partners.

We consult with your business from a financial perspective. We look to be a much needed sounding board, coach or guide. Our goal is to be a trusted member of your team to help cut waste, deploy cash efficiently, and find opportunities for maximized production or expansion. Our advisement services include:

  • Strategic Planning.

  • Risk Management.

  • Translating Financials.

  • Acquisition/ Exit Advisement.

  • Budgeting.

  • Forecasting.

  • KPI Development.

We are loyal to your business not the bank. We advise your business on the right banking partners and products that are best for the project. Our advisement services include:

  • Bank account structure, management, and transition.

  • Streamline payable and receivable processes to ensure an efficient cash flow cycle.

  • Customized internal controls to free up time with simple approvals.

  • Evaluate and shop services such as merchant, POS, billing, insurance.

  • Debt and working capital advisement.

  • Commercial loan advisement; real estate purchases and construction projects.

  • Treasury management advisement.

  • Industry specific banking advice.

  • Loan monitoring and liaison between your business and the bank.

We streamline your accounting processes to create the quality financials banks can trust. Records will be securely stored, digital, accessible, and transparent. We will intently learn your cash flow cycle to offer industry specific payable and receivable recommendations which will ensure the highest efficiency. Our accounting services include:

  • Establish accounting software and design accounting set up.

  • Payable and receivable set up and execution.

  • Bank reconciliation.

  • Bill payment; develop a streamlined process.

  • Budget preparation.

  • Customized reports.

  • Customized financial statements; produce reliable data and insight to steer the ship toward your goals.

  • General bookkeeping.

  • Payroll advisement.

  • Year end preparation; 1099 and W2’s.

*Loper Consulting does not give tax advice. Please consult your CPA for tax questions. Loper Consulting contracts with DFB Accounting to provide accounting and bookkeeping services.