FRACTIONAL CFO SERVICES

Your Trusted Fractional CFO Experts

Breezy Tax’s Fractional CFO service provides expert financial leadership tailored to your business needs in Massachusetts. From strategic planning to financial management, we deliver high-level insights without the full-time cost. Experience smart financial guidance, the Breezy way

WHAT TO EXPECT FROM OUR FRACTIONAL CFO SERVICES

Indeed, every business feels the heat of complex financial management realities. In addition to assistance in executing everyday financial transactions, our Fractional CFO services offer overall direction and guidance on how you can achieve the most with your financials while limiting your legal liability for non-compliance with the former.

Seasoned Strategic Financial

Expert advisors in financial strategy, offering advanced modeling, strategic planning, financial analysis, and forecasts, aligned with your business goals.

Improved Financial Visibility

Enhance financial visibility with dynamic dashboards and reports. Review Net Operating Cash Flows, Operating Profit, and Working Capital annually for informed decisions.

Cash Flow Management

Optimized cash management improves liquidity. Our services include cash flow forecasts, identifying liquidity opportunities, and efficient expense management.

Budgeting and Cost Control

Maximize resources with realistic budgets, cutting costs without sacrificing quality, ensuring efficiency and maintaining investment value.

Capital Raising Expertise

Assisting in growth funding with financial statements, investor reports, loan preparations, attracting investors, managing equity transactions, and mitigating risks.

Scalability and Flexibility

Flexible services adapt to your needs. Whether it's a one-time service or ongoing support, our contract ensures you get the help you need when you need it.

Unbiased, Professional Advice

As external partners, our suggestions remain unbiased and uninfluenced by internal practices, providing you with purely research-backed methods to adopt.

Become Our Partner for Growth and Stability

Fractional CFO services provide financial expertise and strategic partnership, handling finances so you focus on innovation and delivering customer value.

INDUSTRIES WE SERVE

Every business faces the reality of business tax preparation requirements. Beyond simply
helping you prepare and file all required tax forms, our team

Tech

Providing tax advice for tech businesses, including software firms, IT service providers, online marketing agencies, and startups

Real Estate Investment

Endeavor tax advisory for real estate investors with a focus on making our clients aware of every tax optimization strategy.

Non-Profit Organizations

Helping non-profits structure for tax-exempt status and maximize legally required tax submissions specific to their needs.

Property

Expert advice on taxation to property investors, builders, and managers so that they may optimize their taxes paid.

Financial Services

Specialized tax advisory to banking and other financial institutions on issues bearing on taxation law and policy.

Manufacturing

Assisting manufacturers to get appropriate tax advice that consists of credits, deductions, and costs-saving prospects for more profitability.

Healthcare

Helping healthcare providers, hospitals, pharmacies, medical practitioners, and pharmaceutical companies to minimize their taxes.

Telecoms

Tax management best practices for telecom providers, network operators, and service firms to ensure optimal tax solutions.

THIS IS WHAT GUIDES US:

Getting from simple transactional operations to complex tasks often intrinsic to long-term commercial visions of the business, a Fractional CFO serves to optimize your company’s financial possibilities.

  • Proactive solutions that reflect the company’s financial objectives and development pattern.
  • Elite network of financial professionals and tools tailored to help you solve your specific business problems.
  • A mature view that incorporates consideration of what should be the role of search for value or gain where strategic considerations should be the drivers of the options rather than taxes.
  • The future orientation is to enable your business to advance toward its financial goals.

The way that a Fractional CFO for a business works is to make certain that each financial choice made advantages your longer-term aims and objectives.

  • Independent fiduciary services and support tailored to specifically serve the best interest of your business.
  • Moderate strategies that aim at achieving the maximum value added and the minimum of the risk, legislative and accounting burdens, and non-sought losses.
  • Some specifics that should be looked at in ‘legacy planning’, or advice on how your business or estate can leave a charitable legacy while perhaps saving on some taxes.

Let’s Simplify Your Finances—Reach Out!

Take the first step toward stress-free financial management. Whether it’s tax planning, filing, or expert advice, our team is here to help. Contact us today and let’s simplify your finances together!

Let’s Simplify Your Finances!

Need CFO Help But Not Full-Time?

Strategic Finance Management means thinking about how your financial system can best support your strategic plan.

Cash Management for the proper working and to avoid any financial discrepancies in your business.

Business Funding Strategies to help you obtain the funding that your business requires to grow.

Efficiency Improvement for the optimization of overall cost resulting in better efficiency and low cost.

Our solution is called Financial Reporting Oversight to help you get clear on your company’s performance.

Our Approach To Tax Planning

Breezy Tax focuses on giving the best customer service possible. From meeting you in your own office or shop, or evening meetings and weekend lunch check-ins, we’re the Berkshire County Accountant that will come to you.

Schedule a Consultation

Get Started

Don’t wait, call now for professional financial management tailored to the size of your company. Thank you for visiting our website. Let us assist you deliver on your growth efficiency and profitability objectives.
  • Schedule a Consultation – Contact us to tell us more about your personal finance situation.
  • Our Business Assessment Survey – Share information about your business with us.
  • Check out your personal CFO plan – get a unique plan to meet your needs.
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Frequently Asked Questions

Ask Us What you want to know from us

Breezytax is always ready to answer all your question regarding any business & consultancy related topic. If you have more questions than the listed ones, pleas mail us that.

What is a Fractional CFO?
A fractional CFO is defined as a fully qualified CFO who can afford to work for a specific firm either on a cut-down or on a per diem basis. Nearly full-time economic management includes strategic planning, economic forecasts, current cash flow management, and also the sources through which a company gets its funds, all these functions at a cheaper price than that of a full-time CFO.
Does a Fractional CFO assist with taxes?
A fractional CFO is defined as a fully qualified CFO who can afford to work for a specific firm either on a cut-down or on a per diem basis. Nearly full-time economic management includes strategic planning, economic forecasts, current cash flow management, and also the sources through which a company gets its funds, all these functions at a cheaper price than that of a full-time CFO.
Who needs a Fractional CFO?
Fractional CFO services are suitable for startups and small to mid-size businesses or any enterprises going through growth or financial turbulence requiring specialized financial management advice, though not frequently enough to warrant permanent CFO hire.
What makes a Fractional CFO unique from a full-time CFO?
A full-service CFO is an individual who works for a company on a full-time basis as an in-house staff employee while a Fractional CFO works for one or many organizations depending on a schedule, part-time or per assignment. This makes Fractional CFOs cheaper and flexible for use especially where businesses require CFO services occasionally or for special occasions.
What is the cost to hire a Fractional CFO and how is the Fractional CFO paid?
Fractional CFOs work per hourly, daily rate, or based on a retainer depending on what work a client wants to get done and terms and conditions with the aforementioned firm. It says the expense associated with CFO service is much lower when compared to hiring a full-time CFO.
Who needs a Fractional CFO?
This is because companies in all industries can benefit from a Fractional CFO such as the technology, health, retail, manufacturing industries non-profit organizations, and the professional services industries. They are also specialized across different industries as well.
Where does a Fractional CFO fit into the concept of growth funding?
A Fractional CFO helps in the development of financial models that are needed for presentations for funding activities or any presentation to investors. They also assist the borrowing business in choosing the right financiers be it loans, equity financing, or grants.
Is it possible for a Fractional CFO to operate from home?
Indeed, most Fractional CFOs operate from behind their desks and use tele communicational tools to support their clients. It also means that they can also work from the business's physical premises if this is what is agreed upon.
Businesses engage the service of a Fractional CFO for how long?
The length of the presentation depends on the needs of the specific company. There are instances where the small business hires a Fractional CFO for a particular project or to handle a particular problem, other companies have a contractual relationship with the Fractional CFO for long periods for constant strategic plans.

Contact Info

M-F 8:00 - 4:00
413.300.1369
help@breezytax.com
55 Church Street Suite 2W Pittsfield, A 01201