cash-flow forecasting

Abundantia Advisory is a CPA firm based in Memphis, Tennessee, providing all-inclusive fractional CFO and accounting services for female founders and minority-led businesses nationwide. Founded by Megan Munsell, a CPA with 20+ years of experience, the firm offers bookkeeping, accounting, tax preparation and strategy, CFO consulting, budgeting, and financial education, with transparent flat-rate monthly retainers.

BookkeepingBudgetingfinancial analysisfinancial educationfractional CFO supportQuickBooks Online accountingTax preparationtax strategy

ACTvisory is a boutique advisory firm based in Fort Worth, Texas, serving as a strategic financial partner for nonprofit and mission-driven leaders. Founded and led by CEO Ayn Llopis, MS, who has more than 25 years of experience in financial operations and reporting, the firm delivers financial clarity, operational structure, and executive-level insight. Ayn is the creator of the CSI Framework™, built on three pillars: Clarity, Systems, and Insight.

990 coordinationaccounts payable and receivable oversightaudit oversightboard reportingBookkeepingbudget developmentcapital planningfinancial advisoryfinancial modelingfinancial reportinggrant and fund trackingKPI dashboard reportingmonthly closePayroll coordinationprocess automation

AMJEM is a real estate capital, finance, and development firm that structures debt, equity, and strategic growth solutions for complex projects. It serves sponsors, developers, and investors across residential, commercial, and large-scale public-private developments, bridging institutional capital and executable real estate strategies through disciplined underwriting and market intelligence.

capital advisorycapital stack optimizationCross-border transaction structuringdebt placementequity structuringfinancial modelingreal estate development & managementunderwriting

BDM Advisory (BDM Consulting LLC dba BDM Advisory), based in Portland, OR, is a strategic finance advisory firm providing interim and fractional CFO services to founder-led and PE-backed businesses. It helps clients with cash flow management, forecasting, reporting, finance processes, M&A support, and FAR-compliant government accounting, serving businesses across the United States.

board reportingERP consolidationFAR-compliant accountingFP&A and forecastingFractional CFOInterim CFOManaged AccountingM&A support

Bear Financial Solutions is a cloud-based, outsourced bookkeeping firm focused on the business owner as well as the business. It partners with clients to build a healthy financial foundation, streamline business bookkeeping, and empower financially informed growth decisions. Services include bookkeeping, payroll, cash flow, advisory, and fundraising support, with tiers from self-serve to full-service.

accounts payableaccounts receivableBookkeepingCFO coachingfundraising supportgroup coachingpayrollvirtual consultations

Build the Framework LLC provides bookkeeping, back-office and operations support, business consulting, and fractional COO/CFO leadership to growing businesses. Based in Truckee, CA and Arvada, CO, it serves clients in Truckee, Lake Tahoe, Reno and Northern Nevada, combining USA-based leadership with a global support team.

BookkeepingBusiness consultingfinancial systems designFractional CFOfractional COOKPI developmentmonthly reportingoperations supportQuickBooks bookkeepingreconciliationsscenario modelingSOP creationworkflow optimization

Charles Michael Gonzalez is a fractional CFO and accounting operator for owner-operated businesses with over 15 years in accounting operations. He turns messy books into clear decisions, including managing accounting on a $200M recurring-revenue portfolio across 50 entities and cutting a month-end close from four days to one. Services are remote and available internationally, with expedited options.

accounting operationsaccount reconciliationsexecutive reportingfinancial clean-upfractional CFO consultinginvestor reportingKPI dashboardsmonth-end closeQuickBooks Online integrationXero integration

DeBlanc CPA is a CPA-led accounting and advisory firm serving trade and service-oriented businesses across the Mid-Atlantic, including Virginia, Maryland, Washington DC, Pennsylvania, and New York City. The firm specializes in bookkeeping, fractional CFO services, and internal control advisory for contractors such as HVAC, plumbing, roofing, flooring, landscaping, and carpentry businesses.

Bookkeepingfinancial reportingfractional CFO servicesInternal control advisoryInternal controls testingjob costingMargin analysis

Your Biz Rules is a dba of Designs By Leslie Inc., headquartered in Dallas, Texas, serving clients globally. It provides fractional C-suite services, fractional CFO and COO services, business operations consulting, business growth strategy, leadership development, systems and process improvement, business audits, workshops, group programs, and private consulting for owners scaling founder-led businesses.

business auditsbusiness growth strategybusiness operations consultingfractional CFO servicesFractional COO servicesgroup programsgrowth modelingleadership developmentpricing and margin analysisprivate consultingsystems and process improvementworkshops

Dharam Consulting is an independent construction cost and project advisory firm providing global cost, project and program advisory for complex capital programs, from first feasibility to final account. The firm reports 150+ professionals, 8,000 projects worked on, 18 office locations, and $200B in capital value advised, and states it has been an independent project and cost advisory since 2013.

benchmarkingbudget developmentchange managementCost Estimatingcost managementcost planningfeasibility studiesoption appraisalprocurement adviceproject and program managementproject controlsrisk trackingschedule controlstender reviewvalue engineering

DO CPA LLC provides bookkeeping, tax preparation, and fractional CFO support to individuals and small businesses, especially nonprofits and government contractors. The firm has over 17 years of experience in tax, accounting, and financial management, with specialized knowledge in fund accounting, contract compliance, and audit preparation.

Audit preparationBookkeepingcontract compliancecost allocationfractional CFO supportfund accountingincurred cost submissionspayroll oversightTax preparationworkflow automation

Dominion Consulting Group provides fractional and interim CFO leadership for growing companies that have outgrown their accounting function but don't need a full-time CFO. Led by Dr. Elton Norman Sr., a 21-year U.S. Army veteran and Bronze Star recipient, the firm serves clients typically in the $50M–$250M revenue range with services including 13-week rolling cash forecasting, profitability analysis, budgets and scenario models, executive dashboards, and lender, board, and investor reporting.

Budgetingcompliance supportdue diligenceexecutive reportingfinancial risk assessmentprofitability analysisscenario modeling

ESR Solutions is a strategic finance and FP&A consulting practice in the Austin Metro area, founded to bring senior-level financial expertise to organizations on a flexible basis without the cost structure of a full-time hire. It serves federal contractors, nonprofits, private equity-backed companies, and organizations in transition.

budget developmentBusiness case developmentfinancial modelingfinancial reporting and analysismanagement reportingmonthly close supportmulti-year planningPower BI dashboardsProcess improvement and automationscenario analysissensitivity analysisTableau dashboardsvariance analysis

EVOL Business Solutions provides QuickBooks accounting, bookkeeping, payroll, business formation, and business consulting services to small businesses in the metro Atlanta, GA area. The firm offers advisory services, QuickBooks setup, customization and training, cloud accounting, sales and use tax filing, and CFO/controller-level services tailored to each client's needs.

AccountingBookkeepingBusiness consultingbusiness formationBusiness Valuationcloud accountingfraud detectioninternal control reviewpayrollQuickBooks setup and trainingsales and use tax filing

FinHealth provides the Profit Cycle Management™ (PCM) platform, proprietary financial operating software for home health and hospice agencies. It connects capacity, revenue, margin, and cash into a single operating view, offering real-time financial visibility. The company was co-founded by CEO Victoria Kuklina, CPA, CGA, who brings 20+ years of financial leadership in home healthcare.

capacity utilization optimizationDSO improvementEBITDA trackingfinancial operating softwareKPI benchmarkingMedicare reimbursement trackingPDGM analysisscenario planning

FOM Services is a Long Island-based family firm providing the full business back office for owner-operated businesses, serving clients nationwide. Founded in 2016 by Johnathan Johnson, a Cornell-trained engineer, it offers bookkeeping, fractional CFO reporting, AR/AP, payroll and HR admin, compliance and filings, and systems automation as one team instead of six hires. It has 15+ years keeping books for owner-operated businesses and manages 50+ business entities.

AR & APBookkeepingCompliance and filingsentity formationFractional CFO reportingInvoicing and collectionsjob costingMBE/WBE certificationMulti-entity accountingpayrollworkflow automation