Get CFO guidance for a fraction of the cost.
Pinpoint your growth drivers so that you can scale profitably.
- Are you confused by which KPIs matter most?
- Do you find your cash flow forecasts inaccurate?
- Is your accountant stucj on backward-looking financials?
- Do you wish you knew the proft margins of sales channels?
If you answered yes to any of these questions you could benefit from our outsourced CFO services. Set up a time to talk to one of our experts and we can kick off onboarding within one week and have you getting the financial reports you need within six!
Fractional CFO Services Include:
Budget Planning
Detailed budget-to-actual analysis backed by industry experts so that you can meet your short and long-term financial goals. All with a budget that suits your needs.
KPIS
Do you know your hiring ratios and staff utilization rates? We pinpoint and monitor your KPIs and growth drivers to keep your financial health on target.
Financial Reporting
Transform data into strategy with reliable monthly financial reporting. You'll have custom reports on unit economics, break-even points and channel profitability.
Cash Flow Management
Feel confident about your cash flow, cash runway and cash burn rate in any market. Our proactive team will help optimize your cash flow.
Financial Projections
Financial forecasting and modeling to make profit-building choices in any market. Without sifting through piles of data, you'll have the insight to make better business decisions.
Audits/Taxes
We coordinate external audit and tax work with your CPA firm as needed. Need GAAP-compliance? We work with the ORBA team to get you the advice you need.
Grow and scale with more confidence.
“Now that we have been working with ORBA Cloud CFO, we have been able to get our arms around the different parts of our business in terms of gross margin. This has led to some strong realizations that not only have provided a better foundation for the business, but will allow us to grow and scale with more confidence."
Outsourced accounting packages
MONTHLY
$
2,000+
per month
-
Custom Proposal
-
Dedicated team
-
Code & Reconcile Transactions
-
Accrual-basis Accounting
-
Monthly Financials
-
Improved Financial Insight
-
-
-
-
-
-
CORE
$
3,500+
per month
-
Custom Proposal
-
Dedicated team
-
Code & Reconcile Transactions
-
Accrual-basis Accounting
-
Monthly Financials
-
Improved Financial Insight
-
Weekly Check-In
-
Invoicing & Collections
-
Bill Pay & Coding
-
Payroll
-
Annual 1099s
-
Great Financial Insight
FRACTIONAL CFO
$
1,500+
per month
-
KPI & Metric Analysis
-
CFO Check-Ins
-
Growth Acceleration
-
Budget & Cash Flow Forecast
-
Better Financial Insight
-
Add-On
FRACTIONAL CFO
(Add-ON)
$
1,500+
per month
-
-
KPI & Metric Analysis
-
CFO Check-Ins
-
Growth Acceleration
-
Budget & Cash Flow Forecast
-
Better Financial Insight
Compare our Packages
| Features | |||
|---|---|---|---|
| Custom proposal | |||
| Dedicated onboarding manager | |||
| Dedicated associate | |||
| Dedicated controller/manager | |||
| Dedicated CFO | |||
| Weekly check-ins | |||
| Transactions coded & reconciled | |||
| Accrual-basis accounting | |||
| Monthly financials | |||
| Invoicing & Collections | |||
| Bill pay & coding | |||
| Bill.com partner discount | |||
| Payroll | |||
| Annual 1099s | |||
| KPI & Metric Analysis | |||
| Growth Acceleration | |||
| Budget & Cash Flow Forecast | |||
| Financial Insight |
Get insight into KPIs like your allowable customer acquisition cost
Why our fractional CFOs?
Clients Served since 2011
0
+
Average Client Revenue Growth
0
%
Savings Compared to In-House CFO
$
0
K+
Get back your focus to grow your business.
“I feel like we have an additional member of the team that has given me back my focus so I can help grow the business... So by partnering with ORBA, it's one more way to fortify our services and our offerings. They're helping us really understand our cash flow. We’ve set a big revenue goal this year, and we want to make sure that we are on track to meet that.”
How does it work?
1. Learning about your business
Get started with a kickoff meeting with your delivery team to knowledge share so we're up to speed on your systems and current accounting processes.
2. Transition of weekly accounting
Within one week of your kickoff meeting we're taking over the weekly accounting needs.
3. Month-end accounting items
We cover and learn about all month end reporting requirements. Your delivery team documents all accounting processes so you have an immediate value-add. Onboarding normally wraps up within 6 weeks total.
4. Advanced accounting services
If you opt into our CFO add-on, this is where we identify growth drivers and tackle special projects.
