PM&T Contact info

  • Call:

    941.365.1172

  • Fax:

    941-529-0350

  • Email:

    info@phmmcpa.com

  • Visit:

    2805 Fruitville Road, Suite 215 Sarasota, Florida 34237

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fractional-cfo-services

Fractional CFO Services

Business Services

Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.

If you're fortunate enough to be in this position then we have the perfect solution for you. Our Fractional CFO service gives you a professional financial manager who works with you to help guide your business to success.

The cost of hiring a full-time CFO can range from $80,000 to over $140,000 per year plus bonuses and benefits. Our Fractional CFO services provides you with experienced support at a small fraction of that cost.

Here's what you get with our Fractional CFO services...

  • More time to focus on new services, new customers and other core business issues.
  • Better understanding of the financial side of your business. So you have less surprises and more control over the money.
  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.
  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.
  • The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.
  • Training and managing your accounting staff.
  • Improved quality and timeliness of financial information.
  • Budget preparation and monitoring.
  • Profitability analysis by service or product line.
  • Tax saving strategies and Trend Analysis
  • Assistance in defining long-range plans and the quantification of goals.
  • Cash management.
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Assistance in obtaining financing from banks, including assistance with negotiations.
  • Review/negotiation of insurance policies.
  • Development of company accounting procedure manuals.
  • Analysis of equipment purchases, expansions, etc.
  • Mergers and acquisitions assistance
  • Custom designed collection policies and procedures
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Our consultations are already included in our price so call us with any queries or questions.

FAQ Let's Talk
Pellegrino, McFarland & Tortora, PA

Sarasota's trusted full-service financial Planning & accounting firm since 1992

Offering comprehensive personal financial planning, retirement planning, estate planning, and elder care services alongside business expertise in small business accounting, payroll, CFO services, audits, forensic accounting, cash flow management, business valuation, strategic planning, and litigation support

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PERSONAL FINANCIAL PLANNING

Protecting your personal assets has never been more important. Our accounting services safeguard you and your family and optimize all your hard-earned dollars.

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SMALL BUSINESS ACCOUNTING

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits

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TAX SERVICES AND PLANNING

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

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QUICKBOOKS/USER TRAINING

Once QuickBooks is set up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.