Servicios de CFO Fraccional
High-level financial leadership and strategic guidance to scale your business, manage cash flow, and maximize profitability without the cost of a full-time executive.
The Goal
Scale with absolute financial clarity and control.
Is this right for you?
The Strategic Advantage Your Business Is Missing: A bookkeeper records history. A tax preparer reports history. A chief financial officer (CFO) creates the future. As your business scales beyond $1M in revenue, the financial complexity multiplies. You can no longer rely on your gut, your bank balance, or rear-view-mirror accounting to make critical decisions.
Our Fractional CFO service embeds a high-level financial strategist into your executive team. We don't just hand you a P&L and walk away. We build dynamic cash flow forecasts, optimize your capital structure, build KPI dashboards, and provide the financial clarity you need to scale aggressively and safely.
Who This Is For:
- Growing businesses doing $1M - $20M+ in revenue.
- Owners who feel "blind" to their true financial health despite having a bookkeeper.
- Entrepreneurs contemplating acquisitions, raising capital, or preparing for an exit.
- Construction and restaurant leaders who need stringent job-costing and margin analysis.
Strategy Breakdown
Walk through the strategy behind this service and see how we apply it in practice.
Why Growth-Minded Owners Choose Union National
Stop paying for rear-view mirror accounting. See exactly why scaling entrepreneurs trust us for forward-looking financial leadership over generalist firms.
| Feature | DIY / Software | Big Firm | Union National |
|---|---|---|---|
| Forward-Looking Strategy & Forecasting | |||
| Integrated Tax & Profitability Planning | |||
| Predictable Flat-Fee Monthly Retainer | |||
| Custom KPI Dashboards & Executive Board Meetings |
Frequently Asked Questions
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Contabilidad Estratégica
Move beyond basic data entry. Get clean, hyper-accurate, and actionable financial data so you can stop guessing and start scaling with precision
Servicios de Consultoría en Planificación Fiscal
Stop reacting to tax season. We engineer proactive, year-round tax reduction strategies to drastically lower your liability and keep your capital compounding inside your business.
Servicios de CFO Fraccional
Custom Pricing
Built For
Scaling Businesses & Established Enterprises
Trusted by 500+ businesses