Fractional CFO and Controller Services

Fractional CFO and Controller Services

Unlock Expert Financial Leadership with Fractional CFO Services

In today’s fast-paced business environment, having strong financial leadership is critical to your company’s growth and stability. At Sheridan & Associates, we provide fractional CFO and controller services designed to give you the strategic financial expertise your business needs—without the expense of a full-time executive.

Our goal is to deliver financial clarity, improved cash flow, and long-term profitability through customized solutions that fit your unique business objectives.

Tax Planning

Why Partner with Us for CFO and Controller Services?

Our CFO services go beyond basic financial management. We act as a strategic partner, helping you make data-driven decisions to fuel growth and success. Here’s what you can expect:

  • Budgeting & Forecasting: We create detailed financial projections to help you plan for growth, manage expenses, and mitigate risks.
  • Strategic Guidance: Gain access to board-level reporting, performance analysis, and tailored financial strategies designed to meet your business goals.
  • Cash Flow Optimization: We identify opportunities to streamline expenses, increase revenue, and improve liquidity to stabilize your operations.
  • Debt Restructuring & Financing: Need access to capital? We assist with securing financing, negotiating terms, and restructuring debt to support financial stability.
  • Accounts Receivable Management: Ensure timely payments with optimized billing and collection processes that reduce outstanding receivables and enhance cash flow.
Tax Services

Who Can Benefit from Our Services?

Our CFO and controller services are ideal for:

  • Startups: Build a strong financial foundation with professional oversight and guidance during your critical early growth stages.
  • Mid-Sized Businesses: Access executive-level financial expertise without the full-time commitment or overhead.
  • Companies Undergoing Restructuring: Navigate challenging times with expert support in financial recovery, debt restructuring, and turnaround strategies.
  • Businesses Preparing for Growth or M&A: Strategically position your company for investment, mergers, or acquisitions with thorough financial planning and reporting.
Tax Compliance Support

Key CFO and Controller Services

  1. Budgeting and Forecasting:
    Gain a clear financial roadmap that aligns with your short- and long-term goals, complete with actionable insights for growth and stability.

  2. Cash Flow Management:
    We analyze cash inflows and outflows, then implement strategies to improve liquidity, minimize delays in payments, and optimize working capital.

  3. Financial Reporting:
    From monthly reports to detailed presentations for investors or boards, we ensure that your financial performance is transparent and easy to understand.

  4. Cost-Saving Analysis:
    Identify inefficiencies and reduce operational costs through expert analysis and strategic recommendations.

  5. Debt Management and Financing:
    Whether you need to refinance debt or secure new financing, we’ll negotiate favorable terms and develop repayment strategies tailored to your situation.

  6. Audit and Compliance Support:
    Stay compliant with financial regulations through accurate records, audit preparation, and ongoing compliance oversight.

Tax ServicesTax Challenges

Common Business Challenges We Address

  • Inconsistent Cash Flow: We provide solutions to optimize receivables, manage payables, and stabilize cash reserves.
  • Unclear Financial Strategy: If your business lacks direction, we create clear financial plans to guide decision-making and growth.
  • Difficulty Accessing Capital: Our team helps you secure financing by preparing strong financial packages and negotiating favorable terms with lenders.
  • Inefficient Operations: We identify opportunities for automation and process improvements to enhance efficiency and reduce costs.
Tax Planning Service

The Value of Fractional CFO Services

Hiring a fractional CFO provides several benefits over traditional financial leadership roles, including:

  • Cost Savings: Gain high-level expertise without the full-time salary and benefits of an in-house CFO.
  • Flexibility: We scale our services to your business needs, whether you require ongoing support or help with a specific project.
  • Expertise: Our team brings decades of corporate finance experience to the table, offering insights across various industries and business stages.
  • Improved Decision-Making: Make smarter business decisions with accurate financial data, strategic analysis, and ongoing support.

"Financial clarity isn’t a luxury—it’s a necessity. With expert CFO leadership, you gain the strategy, insights, and control needed to drive sustainable growth and long-term success."

Let’s Build Your Financial Future

At Sheridan & Associates, we’re committed to helping businesses achieve financial clarity and long-term success. Whether you need help managing cash flow, securing financing, or improving financial operations, our CFO and controller services provide the expertise you need to move forward with confidence.

Book your Free Introductory Consultation