Fractional CFO & Controller Services for Savanna Businesses
CFO-level financial guidance for Savanna business owners. Controller oversight, strategic planning, and tax services from our Boca Raton office.
Financial Leadership for Savanna Business Owners
Savanna is one of Weston’s most established communities. The residents here include professionals, executives, and business owners who have built successful companies throughout South Florida. Many of those businesses have reached a point where basic bookkeeping is not enough but a full-time CFO is not practical.
We provide Boca Raton fractional CFO and controller services designed for this exact situation. Your business has a bookkeeper handling daily transactions. What you need is someone to review that work, ensure accuracy, produce meaningful financial statements, and help you make better decisions with the numbers.
Controller Oversight
Controller Oversight
Controller-level review of your bookkeeping work. We handle month-end close, adjusting entries, reconciliation review, and error correction. Your financials become reliable enough to act on.
Executive Reporting
Executive Reporting
Financial statements that tell you something useful. P&L and balance sheet reviewed for accuracy, with variance analysis and trend identification. Numbers presented in a way that supports decisions.
Strategic Advisory
Strategic Advisory
Cash flow planning, forecasting, and scenario analysis. When you’re evaluating a new hire, equipment purchase, or expansion, you get clear financial projections instead of guesswork.
Tax Coordination
Tax Coordination
Year-end preparation that makes tax season straightforward. We work directly with your CPA, ensuring books are clean and documentation is organized before filings are due.
Businesses We Work With in Weston
Weston has attracted a concentration of professional service firms, healthcare practices, and established service businesses. The I-75 corridor provides easy access to clients throughout Broward and Miami-Dade counties while maintaining the quality of life that drew business owners here in the first place.
Our clients in this area typically have revenues between $1M and $10M, existing bookkeeping processes that need oversight, and financial questions that require more than transactional accounting to answer.
Professional Services
Professional Services
Law firms, consultants, architects, and agencies serving clients across South Florida. We track utilization, manage partner distributions, and ensure overhead allocation is accurate for pricing decisions.
Healthcare Practices
Healthcare Practices
Medical groups, dental practices, therapy providers, and specialty clinics. We manage the revenue recognition complexity that comes with insurance reimbursements and patient balances.
B2B Services
B2B Services
IT consultants, staffing agencies, commercial service providers. Businesses with recurring revenue models, project-based work, or long sales cycles that require careful cash flow management.
Established Contractors
Established Contractors
General contractors and specialty trades with commercial projects. Job costing, progress billing, and the financial documentation required for bonding and larger contracts.
Common Questions
Do you work with businesses throughout Weston?
Yes. We serve business owners in Savanna, Weston, and across South Florida. Our office is in Boca Raton, and we work remotely with most clients while remaining available for in-person meetings when needed.
What size businesses do you typically work with?
Established companies that have moved beyond startup phase and need financial leadership. Usually businesses with existing bookkeeping staff or systems that require controller-level oversight and strategic guidance.
How is this different from regular bookkeeping?
We provide oversight and strategy, not data entry. We review the work your bookkeeper does, ensure accuracy, prepare proper financial statements, and advise on financial decisions. Think of it as having a CFO without the full-time salary.
What does controller service cost?
Controller Essentials starts at $3,200 per month. Pricing depends on the complexity of your business and the level of oversight required. We provide a specific quote after understanding your situation.
Can you help prepare for a business sale or major transaction?
Yes. Clean financials and proper documentation are essential for any transaction. We prepare financial statements, organize records, and work with your attorneys and advisors throughout the process.
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