Fractional CFO & Controller

Whether you're navigating growth stages or optimizing current operations, the expertise of a Fractional CFO or Controller can be transformative.

Why Choose Plumb?

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Deep Industry Knowledge and Understanding

We intricately understand the pain points, opportunities, and accounting needs within construction, manufacturing, e-commerce, and professional services. This allows us to provide each client with targeted solutions that speak the language of their business.

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Deep Software
Understanding

Our diverse talent pool and flexible arrangements - from periodic guidance to interim leadership - let clients get the exact level of support their situation demands. The choice is theirs based on their needs.

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Hands-On, Collaborative Approach:

From evaluating technologies to refining budgeting processes, our fractional CFOs collaborate with leadership & finance teams. We roll up our sleeves, providing both high-level strategy & hands-on implementation.

Starting at $1,000 /month billed annually

Which is Right for Your Business?

Fractional CFO: Ideal for businesses requiring strategic financial leadership, growth planning, and complex financial management. In some cases, your business might benefit from both roles working together. The Controller manages the details of your financial operations, while the CFO focuses on the big picture, ensuring your financial strategy aligns with your business goals.

Fractional CFO
Fractional Controller
  • 1

    "I’m not sure how to prepare my business for growth or scale."
    Indicates a need for strategic financial planning and guidance to navigate growth stages effectively.

  • 2

    "I don’t have a clear financial strategy for the next 3-5 years."
    Highlights the lack of long-term financial planning and forecasting, which a Fractional CFO can provide.

  • 3

    "We want to enter a new market, but I’m unsure of the financial implications."
    Guides through complex financial decisions and provides insights into market trends and financial forecasting.

  • 4

    "Our company is expanding, but I’m not sure if we have the right financial controls in place."
    Provides robust financial oversight and develops internal controls to manage cash flow effectively during expansion.

  • 5

    "I’m worried about cash flow management and ensuring we have enough liquidity."
    Performs in-depth financial analysis and develops comprehensive financial models for effective liquidity management.

  • 6

    "I hired a CFO or Controller, but they don’t have the industry or software experience we need."
    Plumb works with specific industry and software. If you are in Construction, Manufacturing, Professional Services, or E-Commerce and utilize Sage, NetSuite, or QB, please reach out.

Elevate Your Financial Management with Our Expert Fractional CFO Solutions

Struggling to make sense of financial data and its implications for business strategy?

Professional financial analysis and interpretation can provide clarity and direction.

Lacking the time or expertise to manage financials effectively?

Outsourcing to financial experts can enhance your internal capabilities.

Relying on basic bookkeeping but require more advanced financial support?

Upgrading to higher-level financial management is crucial as your business grows.

Concerned about profitability and unsure where to cut costs or improve margins?

Strategic financial advice can drive operational efficiency and enhance financial performance.

Our CFO Track Record

We've helped over 500 clients since our inception in 1996.

Client Revenue Managed
$M
Successful Client Business Exits
+

Full-Service Accounting And Fractional CFO & Controller Packages

We've refined our offerings to focus on what we do best: Full-Service Accounting and Fractional CFO & Controller Services. Tailored for small to mid-sized companies, our packages are designed with clarity and flexibility in mind. We ensure you receive precisely the level of support your business needs. The following price packages apply to both our services.

Essential Plan

$1,000 - $1,500

/month

What you get:

 

Monthly

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Review of financial statements with management/ownership

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Assessment of financial health

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Strategic insights

Pro Plan

$2,000 - $4,000

/month

Includes Everything in the Essential Plan, Plus:

Monthly

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Month-End Close support

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Review all reconciliations and schedules via our CFO/Controller

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Ensure GAAP-compliant financials are completed with utmost accuracy

 

 

 

Annually

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Creation of accurate budgets

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Forecasts with industry-specific KPIs to guide your business in a strong direction

Premier Plan

$4,000 - $8,000

/month

Includes Everything in the Essential and Pro Plan, Plus:

Monthly

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Review Internal Accounting SOPs

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Assist Accounts Payable, Accounts Receivable, Sales, Purchasing, Inventory Management

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Business Advisory

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Complete strategic analysis

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Recommendations for business operations (sales, efficiency, margin analysis, and benchmark reviews)

Annually

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Creation of accurate budgets

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Forecasts with industry-specific KPIs to guide your business in a strong direction

Hear From Our Customers

Pacific Coast University School of Law

“What sets Plumb apart is their proactive approach. They don’t just handle the basic accounting tasks; they go above and beyond to provide valuable insights and recommendations for improving our financial health. Whenever I have a question or need assistance, their team is always responsive and readily available to provide guidance in a clear and concise manner. I highly recommend Plumb to any business owner or individual seeking a reliable, knowledgeable and trustworthy accounting partner.”

Basil G. Dezes

Pacific Coast University School of Law

Aesthetic Revolution

“Plumb came in and was our backbone in implementing Avalara and multiple automation technologies within our brand. We grew drastically and Plumb ramped up with us throughout the whole process. Their accounting staff was attentive and responsive throughout our entire engagement. We ended up achieving growth to where we needed to hire our own accounting team and Plumb was extremely helpful in that process as well! We couldn’t have done this without them.”

Mathew Noonan

Aesthetic Revolution

Duncan Galvanizing

“Plumb’s experience and assistance has been crucial as we embark on an accounting system migration. Throw in the curve ball of an unexpected change to our internal Controller, and Plumb’s expertise in accounting best practices, across industries, and with NetSuite has been game-changing for us. Although all work is completed remotely, it feels as if our Plumb team is here with us. Even better is that Tim, our primary contact at Plumb, makes accounting – and learning about accounting – actually fun.”

Mike Williams

Duncan Galvanizing

Mountain View Mortuary & Cemetery

“Plumb’s experience and assistance has been crucial as we embark on an accounting system migration. Throw in the curve ball of an unexpected change to our internal Controller, and Plumb’s expertise in accounting best practices, across industries, and with NetSuite has been game-changing for us. Although all work is completed remotely, it feels as if our Plumb team is here with us. Even better is that Tim, our primary contact at Plumb, makes accounting – and learning about accounting – actually fun.”

Jim Sickonic

Mountain View Mortuary & Cemetery

D Square Construction

“At the end of 2021 my company was short-staffed and way behind in accounting. We struggled to find the support and help we needed until we found Plumb. I am so grateful to be working with Laurie, a Controller at Plumb. She is so knowledgeable, attentive, and patient. She helped us to get caught up and still provides the continued support and mentorship that I desperately need. I do not exaggerate when I say I would not have made it through this last year without her. It’s been a great experience and I would highly recommend Plumb to anyone with accounting needs.”

Stephanie Marler

Square Construction

 Rainbow Home Care

“Plumb has served my business for over 4 years now. They continue to find ways to add value and are always timely when providing reporting and insight. During COVID, they were my lifeline as they helped me secure PPP funds and helped cash flow plan to ensure I stayed afloat. These are the experiences that warrant a lifetime relationship.”

Barbara Hedges

President, Rainbow Home Care

Coast MHP Development

“After going through two accounting firms, we had gotten to the point of giving up on the accounting for our construction company. We could not find a specialized company that understood Timberline software alongside having good industry knowledge. We were referred by our CPA to Plumb and from our initial meeting, we were blown away. Fast forward 2 years and we are now receiving a reliable set of financials and meeting with a Controller that understands our industry and trade.”

Coast MHP Development