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Fractional CFO Services

High-level financial strategy, cash flow forecasting, and budgeting to help your business reach the next level.

Our Fractional CFO services provide the strategic leadership of an experienced financial officer without the cost of a full-time executive hire. We focus on growth, profitability, and cash flow management, acting as your partner in scaling your enterprise.

Strategy Breakdown

Walk through the strategy behind this service and see how we apply it in practice.

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Executive-Level Financial Strategy Without the Executive Overhead

At Union National Tax, we don't just manage your numbers—we lead your growth. Our Fractional CFO services provide the strategic leadership of an experienced financial officer tailored to the complexity of your business. Trusted by over 500 businesses, we bridge the gap between daily operations and high-level wealth architecture. By integrating cash flow forecasting with proactive tax planning, we ensure that every financial move you make is optimized for both immediate profitability and long-term enterprise value.

Frequently Asked Questions

A bookkeeper records past transactions; a Fractional CFO architects your future. While bookkeeping ensures your records are accurate for tax season, our Fractional CFO services provide high-level strategy, cash flow forecasting, and budgeting to help your business reach the next level.

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Fractional CFO Services

Custom Engagement based on Complexity

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Cash Flow Forecasting & Management
Budgeting & Performance Benchmarking
Financial Strategy & Growth Planning
KPIs and Custom Reporting Dashboards

Trusted by 500+ businesses

"This service completely transformed our financial operations. We finally have clarity and confidence in our numbers."
UN
Trusted Client
Business Owner