Fractional CFO Services

Get executive-level financial expertise without the executive-level price tag. Our experienced CFOs provide strategic guidance, actionable insights, and financial clarity to drive your business forward. We would love to talk with you and learn more about your company’s needs and how we can help. We recommend a starting package with these key services below.

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Fractional CFO Services 3

Executive Partnership

  • Serve as a trusted strategic thought partner to ownership and leadership
  • Provide an experienced, objective sounding board for critical decisions
  • Deliver independent, data-driven perspective on key decisions
  • Ongoing advisory support for complex financial and operational matters
  • Monthly strategic review meetings with clear takeaways
  • Practical, actionable recommendations aligned with business goal
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Fractional CFO Services 1

Strategic Financial Planning

  • Annual and/or periodic budgeting and forecasting
  • Financial modeling to support key business decisions
  • Development and optimization of Excel-based financial/operational models
  • Cash flow forecasting, planning, and liquidity management
  • Business valuation modeling and analysis
  • M&A and due diligence support from planning through execution
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Fractional CFO Services 4

Financial Planning & Analysis

  • Custom KPI dashboards and executive scorecards
  • Development and management of board packages and investor relations
  • Financial statement review optimization
  • POS-level product mix analysis and vendor spend analysis
  • Budget & forecast variance analysis
  • Monthly financial performance review call
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Fractional CFO Services 2

Operational Excellence

  • Financial and operations support for R365
  • Periodic review of food and labor costs by location.
  • Debt covenant reporting and compliance management
  • CAM reconciliations and lease calculations
  • Team accountability frameworks and performance tracking
  • Employee benefits billing reconciliations
  • Software selection and implementation advisory
  • Cross-functional project management across finance, accounting, and payroll

Getting Started is Easy

At Profit Builders, our implementation process is quick and seamless. That’s why getting started is as easy as one, two, three.

  1. Request a complimentary consultation with one of our specialists.

  2. Receive a custom proposal with suggested services and clear pricing.

  3. We handle the entire implementation and transfer of accounting data into our transparent, cloud-based technology.

Trusted by the Best

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“…you need a vendor that can be turnkey and take a lot of the complexities off your plate”

“Rackson Restaurants found Profit Builders in 2011. At the time, we had a full accounting team in-house, but we were looking for a much more technology-forward and nimble solution. The best thing about working with Profit Builders is working with a partner. They love what they do, and they love supporting us, and in turn, we love working with them. They’ve helped us on this crazy but fun journey, building a restaurant business, and we have a lot of…”

Chris Johnson, President Rackson Restaurants |Restaurant and Hospitality
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“…Profit Builders allows us access to high-quality accounting and payroll personnel and systems”

“The Profit Builders team was instrumental in helping us transition our accounting and payroll systems to a platform that will allow for the future growth of our company. We had a tight time frame to accomplish the transition, and they worked tirelessly to exceed our expectations. Teaming with Profit Builders allows us access to high-quality accounting and payroll personnel and systems while maintaining an effective cost structure for our company.”

Collin Stieben, President Encore Pavement |Construction
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“…Profit Builders has invested significant dollars in technology, which has also allowed us to be more efficient”

“We’ve been working with Profit Builders since 2012. They’ve allowed us to keep our corporate overhead low. It’s allowed us to do what we do best, which is to operate buildings. They had a solid reputation for customer service. Profit Builders has invested significant dollars in technology, which has also allowed us to be more efficient in our communities.”

Chris Dennis, President/Chief Financial Officer Oxford Senior Living |Healthcare
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“…overall experience with Profit Builders has been phenomenal”

“The overall experience with Profit Builders has been phenomenal. We have developed very good relationships with the Profit Builders staff supporting us. They understand our business well enough to spot issues before they happen and to guide us through any process needed.”

Mark Allen, President Entertech |Technology
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“…Profit Builders has been very relationship-minded, and that goes along well with Freddy’s”

“Before forming [our Freddy’s Frozen Custard & Steakburgers] management company, all the accounting was done in Quickbooks, and the reporting was done in Excel spreadsheets. We decided after talking to Profit Builders that the opportunity to partner with somebody could increase our knowledge-base, the people available and the software available. Profit Builders has been very relationship-minded, and that goes along well with Freddy’s, a family-owned business.”

Jerry Rogers, CFO ERC Management |Restaurant and Hospitality
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“…They handle all our accounting, payroll, and a lot of the day-to-day tasks ”

“ERC was founded in 2009 as a franchisee of Freddy’s Frozen Custard & Steakburgers. With the success of Freddy’s, we were able to grow into multiple states. The exciting thing about ERC is the growth opportunities within Freddy’s. That’s where Profit Builders came in. They handle all our accounting, payroll, and a lot of the day-to-day tasks we don’t have to.”

Brian Pyle, CEO ERC Management |Restaurant and Hospitality

Companies and Brands We Support

Profit Builders works with companies of all sizes throughout the country in industries including restaurant and hospitality, healthcare, construction, non-profit, and more.

Request a Consultation

Contact us at (866) 594-0181 to request a complimentary consultation with one of our specialists.

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