Fractional CFO, Accounting and Consulting Services
Financial Planning & Budgeting: We help tech, fintech, and digital-asset founders build clear financial roadmaps, including budgets, forecasts, and scenario models that align with your goals and investor expectations. See the sub-industries we service.
Cash Flow Management: Stay in control of your cash. We track inflows/outflows, monitor burn rate, and design plans that keep you liquid while funding growth.
Fundraising and Investor Readiness: We prepare you for investors with clean financials, credible models, and data-backed pitch decks. From seed to Series B, we guide valuations, deal terms, and due diligence.
As your fractional CFO, we provide professional financial insights without the cost of hiring a full-time CFO, allowing you to make informed decisions like a true business leader
Monthly Bookkeeping: We record and organize all transactions each month so your books stay accurate and ready for tax season or investor reviews.
Revenue Recognition & Platform Integration: We implement systems that consolidate income across platforms, ensuring accurate recognition under ASC-606 standards
Expense Management: We categorize and monitor all business expenses, including travel, software, and equipment, to help reduce your taxable income and control spending.
With clean books and reliable reports, you can understand your cash position, plan ahead, and make confident financial decisions.
Tax Planning & Compliance: We design tax strategies that help you legally minimize taxes while staying fully compliant with IRS and state regulations.
Deduction Optimization: We identify every eligible deduction, including home office, travel, and production costs, to reduce your overall tax burden.
Multi-State and International Tax Compliance: If your business earns revenue across states or countries, we manage compliance to keep you aligned with all tax laws.
All reporting is prepared so Annual Tax season is stress free.
Entity Structuring: We help you choose the right business structure, such as an LLC, S-Corp, or C-Corp, to protect your assets and maximize tax efficiency.
EIN Registration & Business Accounts: We register your business, obtain your EIN, and set up separate bank and credit accounts to keep your finances organized.
Payroll Services: We create payroll systems that make paying yourself and your team easy, accurate, and compliant with tax regulations.
With the right legal and financial foundation, your business is positioned to grow with confidence and professionalism.
Monthly and Quarterly: We deliver detailed financial reports that show your income, expenses, profits, and cash flow so you always know where your business stands.
Industry-Specific Metrics: We track key performance indicators tailored to your business, such as SaaS metrics, transaction volume, or token performance for digital asset companies.
Budget vs. Actual Analysis: We compare your results against your budget to highlight trends, control costs, and improve future planning.
With clear, accurate reports, you can make informed choices that strengthen profitability and guide long-term growth.
Audit Preparation: We keep your records organized and audit ready by maintaining clean books, reconciliations, and supporting documentation throughout the year.
Sox Compliance: RFS provides the expertise needed to design controls, modernize reporting systems, and guide leadership through the complexities of SOX and audit readiness.
Internal and External Audit Assistance: We work directly with your audit teams to provide schedules, explanations, and testing support, helping you navigate audit requests efficiently and accurately.
We also help fintech and crypto companies meet BSA/AML expectations through outsourced compliance support.
Our goal is to help you stay compliant and stress free so audit inquiries never interrupt your business. For more insight into what we do, see our expert insight page. You may contact us any time here.
Personalized Financial Solutions
Proven Track Record of Results
With years of experience and a history of satisfied clients, we deliver measurable outcomes from increased profitability to optimized cash flow. Our expertise means you can trust us to guide your business to new heights.