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Fractional CFO Services

Offering a robust line of products to meet your personal and business needs

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Unlock the benefits of financial expertise without the full-time commitment

Shannon Summersgill

Our Fractional CFO Services provide you with all the advantages of a Chief Financial Officer, without the full-time expense.

Are you seeking financial guidance and strategic insight to take your business to the next level?

At Summersgill CPA, when you engage with our Fractional CFO Services, you are backed by a team of seasoned experts that are dedicated to your business's financial success. With diverse backgrounds and a shared passion for delivering results, we are here to provide you with exceptional CFO-level support.

Our Approach

  • Collaborative partnership: We work closely with your team to understand your unique needs.
  • Tailored Solutions: We design customized financial strategies to fit your business goals.
  • Data-driven insights: We leverage data to make informed financial decisions.
  • Continuous support: We are here to guide your business every step of the way.

Our Services:

  • Optimization of your financial strategies: Craft a comprehensive financial plan aligned with your business objectives.
  • Enhance profitability & cash flow management: Optimize cash flow to enhance financial stability.
  • Financial analysis: Utilize data insights and in-depth KPI analysis for informed decision-making.
  • Revenue Analysis: Examine revenue trends and patterns to make informed decisions for future growth.
  • Expense Analysis: Gain a comprehensive understanding of your company's expenditures, enabling you to optimize financial efficiency.
  • Credit Card Fees Analysis: Review credit card transaction costs to minimize expenses and enhance your bottom line.
  • Payroll Analysis: Ensure your workforce is managed effectively by assessing payroll-related data, helping you make informed staffing and compensation decisions.
  • Risk management: Identify and mitigate financial risks effectively.
  • Budgeting & forecasting: Ensure your business operates within budget with a clear financial roadmap.
  • Business growth strategies: Discover opportunities for expansion and profitability.
  • COGS (Cost of Goods) Analysis: Analyze the cost of producing your goods or services to optimize pricing and maximize profitability.
  • Tax Planning & Projections: Develop a strategic approach to your tax obligations, minimizing tax liabilities and providing a clear picture of your financial future.
  • Cash Management: From optimizing cash flow to simplifying fund transfers and monitoring transactions, we will help to enhance your financial efficiency and provide you with greater control over your money.

Discover the difference a Fractional CFO can make for your business. Let's boost your financial performance together.

Contact us for a complimentary business evaluation & quote