2022 Reviews

Top Fractional CFOs in San Jose - 2022

LAST UPDATED 25 May, 2022
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List of the Top Fractional CFOs in San Jose

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GROCO CPAS andAdvisors

Service Focus
27% Turnaround Consulting
19% Accounting
4% Budgeting
13% M&A Advisory
16% Capital Raising
22% Other Finance
Service Focus
27% Turnaround Consulting
19% Accounting
4% Budgeting
13% M&A Advisory
16% Capital Raising
22% Other Finance
Greenstein, Rogoff, Olsen & Co., LLP is a full-service Certified Public Accounting firm established in the Silicon Valley area of the San Francisco Bay Area. It has been consistently rated as one of the top family office tax. Established by Morey Greenstein, the practice has developed into a premier local family office tax.

Vivian Xu, San Jose CPA Firm

Service Focus
14% Turnaround Consulting
19% Accounting
28% Budgeting
26% M&A Advisory
6% Capital Raising
6% Other Finance
Service Focus
14% Turnaround Consulting
19% Accounting
28% Budgeting
26% M&A Advisory
6% Capital Raising
6% Other Finance
Vivian Xu CPA is a San Jose CPA firm that presents full tax and accounting co-operations with expertise in corporate tax law. We practice in corporate tax agreement and corporate tax preparation (ASC 740 and FIN 48) work. Many corporations go to big-name accounting firms to get their yearly corporate tax revenues and outlines done at a large payment.

Kartveli CPA Firm

Service Focus
7% Turnaround Consulting
7% Accounting
23% Budgeting
27% M&A Advisory
17% Capital Raising
19% Other Finance
Service Focus
7% Turnaround Consulting
7% Accounting
23% Budgeting
27% M&A Advisory
17% Capital Raising
19% Other Finance
As a little company proprietor, you've studied to consume several hats, but you're not an accountant. Alternatively of seeking to maintain your books yourself, leave your accounting to a Kartveli CPA firm. We'll care for the economic end of your company, so you can focus on controlling daily services and paying in interest.

Frequently Asked Questions About Fractional CFOs

Generally, a fractional CFO engagement tends to last about 3 months, it could also be much longer depending on if the CFO is being replaced. That being said, there have been cases where a fractional CFO engagement lasted from 6 months to about 5 years. There are even some arrangements that have lasted indefinitely. However, when it comes to engagements, the most common ones tend to last 1 to 2 years.

Fractional CFOs are able to work either remotely or on-site. This is typically dependent on the retainer agreement drawn up. It could also be that the fractional CFO would split their time between working on-site and working remotely, however, this tends to depend on the demands of the business or project.

With a fractional CFO, you do not have 24/7 access to them, as the rest of their time would have to be spent attending to their other clients. Additionally, they are unable to concentrate solely on your business and that could lead to your business not getting as much information as it would in the case of a traditional CFO.

Hiring a fractional CFO can mean cost savings to the business, as benefits, equity and profit-sharing agreements typically entered into with a traditional CFO are null and void.

 

A fractional CFO can improve cash flow by doing the following:

  • Introducing strategies that prompt clients to pay their invoices quicker
  • Ramp up collections in order to expedite payment receipts.
  • Cooperate with creditors and banks to manage lines of credit

 

They can also improve profit margins by doing the following:

  • Tracking spending by analysing things that are needed with things that aren’t
  • Reviewing financial statements at a high level enabling the organisation and its team members to concentrate on more pressing matters
  • Working with leadership to create a budget
  • Analysing monthly data to determine where profits are generated from.

A CFO has numerous duties, from deciding when and where company funds are invested to financial reportage. It is the duty of a CFO to oversee a business’s capital structure, determine the appropriate equity debt mix as well as internal financing. One of the most integral duties of a CFO, however, is to address any issues surrounding capital structure.

Money management as well as an understanding of the business’s industry is a key trait for a fractional CFO.
Trustworthiness paired with logic is another key trait a fractional CFO should have, considering that it would be their job to manage the financial actions of a business. They would need to be trustworthy in order to analyse the organisation’s financial strengths and weaknesses, track cash flow, and propose corrective actions.
A fractional CFO needs to have strong leadership capabilities, as they have to be able to effectively communicate with the team, develop a vision for the future, and also share important information.
A fractional CFO should also be results-oriented. This means being able to set goals for the company which the finance team can work towards. It also involves discovering ways to measure outcomes and holding people accountable when those goals aren’t met.

A fractional CFO should be a strategist, being able to assist the CEO in novel opportunities, becoming more strategic, and taking on a role more akin to a business partner.
The fractional CFO should also be able to seamlessly translate the Key Performance Indexes of the company into integral information for the CEO, whilst also transforming the CEO’s strategy into an actionable plan. This plan also has to be communicated effectively to the rest of the organisation.
The fractional CFO should also have the skills of a spokesperson. They are not only responsible for financial issues, but they are also responsible for motivating the organisation to execute the company’s strategy and communicating with shareholders.
A fractional CFO should have broad technical knowledge in conjunction with financial management and reporting. This means they should understand the basics of investment, cash flow forecasting and much more.
A fractional CFO should also have the skills of a risk manager, especially as businesses become more international and complicated. They not only have to ensure compliance with a growing list of laws and regulations but they also need to recognise, assess, and respond to emerging and ongoing risks to the business.

Fractional CFOs tend to work on retainer agreements and the retainers usually range between $1,000 and $1,500 on the low end, $1,500 to $2,500 on the mid-end, and anywhere above $5,000 to $25,000 on the high end.

A fractional CFO costs tend to differ depending on the scope of work they do, the complexity and size of the business, the strength of the in-house finance team, and the business’s financials. A fractional CFO tends to cost on average anything from $3,000 to $10,000 per month. Fractional CFOs tend to charge an hourly rate range of $100 to over $250. However, this typically depends on the chosen tier of the fractional CFO. There are three tiers of remuneration, with the first being $50 to $125 per hour, the second being $125 to $150 and the third being $200 to about $350 per hour.

A fractional CFO (chief financial officer) can be defined as a CFO with experience who offers their services to companies on a contract, retainer, or part-time basis. This arrangement enables the company to have the expertise and experience of a qualified CFO without having to incur the traditional costs (bonuses, benefits, and salary) of a full-time CFO. A fractional CFO tends to work virtually with a goal to replace the full-time CFO on a temporary or permanent part-time basis.

Alam Accountancy Corporation CPA

Service Focus
4% Turnaround Consulting
17% Accounting
28% Budgeting
18% M&A Advisory
14% Capital Raising
19% Other Finance
Service Focus
4% Turnaround Consulting
17% Accounting
28% Budgeting
18% M&A Advisory
14% Capital Raising
19% Other Finance
Alam Accountancy Corporation, P.C. is a licensed full-service accounting firm placed in San Jose, California. We will give you high-quality, expert co-operation with our own touch. Our toughness rests in our strength to give you year-round preparation for your tax, financial, and company affairs. We will serve as your company and economic pattern to help you.

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Stevens, Sloan & Shah CPAs

Service Focus
18% Turnaround Consulting
12% Accounting
25% Budgeting
18% M&A Advisory
26% Capital Raising
1% Other Finance
Service Focus
18% Turnaround Consulting
12% Accounting
25% Budgeting
18% M&A Advisory
26% Capital Raising
1% Other Finance
Stevens, Sloan & Shah CPAs is a boutique accounting and consulting firm, concentrating in agriculture, real property, family companies, properties, and prayers. Our CPAs and bookkeepers give property outlining, luxury construction, tax advising, necessary outlining, and accounting duties. Although we are based in Silicon Valley and Monterey County, we serve corporations and individuals over California and the larger United States.

Shannon & Snyder CPAs

Service Focus
9% Turnaround Consulting
27% Accounting
26% Budgeting
8% M&A Advisory
29% Capital Raising
0% Other Finance
Service Focus
9% Turnaround Consulting
27% Accounting
26% Budgeting
8% M&A Advisory
29% Capital Raising
0% Other Finance
Alam Accountancy Corporation, P.C. is an authorized full-service accounting firm located in San Jose, California. We will provide you high-quality, specialist co-operation with our personal touch. Our toughness rests in our power to give you year-round training for your tax, financial, and corporation incidents. We will work as your company and commercial decoration to help you.

Marcum LLP

Service Focus
8% Audit
25% Tax
2% Bookkeeping
26% Advisory
37% Other
2% Technology
Service Focus
8% Audit
25% Tax
2% Bookkeeping
26% Advisory
37% Other
2% Technology
We practice in a variety of areas including accounting co-operations, bankruptcy & insolvency, company advisory, family wealth co-operations, economic statements, worldwide taxation, state & local taxation, tax discussion, tax credits & incentives, tax-exempt corporation, tax return agreement, and deal announcement. Our high level of specialization ensures that both the guidance and services customers receive are particular to their requirements.

Lisa Zhang CPA

Service Focus
14% Turnaround Consulting
17% Accounting
19% Budgeting
18% M&A Advisory
19% Capital Raising
15% Other Finance
Service Focus
14% Turnaround Consulting
17% Accounting
19% Budgeting
18% M&A Advisory
19% Capital Raising
15% Other Finance
I am an accomplished Certified Public Accountant practicing in accounting, bookkeeping, and individual and company tax for somebody and little companies in the harbor area and San Francisco. I promise to get all the numbers immediately on the initial go so that no time is spent in unnecessary methods. My customers benefit by getting honest co-operation that is behind judgment.

Wheeler Accountants LLP

Service Focus
11% Turnaround Consulting
7% Accounting
28% Budgeting
22% M&A Advisory
9% Capital Raising
23% Other Finance
Service Focus
11% Turnaround Consulting
7% Accounting
28% Budgeting
22% M&A Advisory
9% Capital Raising
23% Other Finance
Wheeler Accountants is here to assist our customers through the PPP Loan Forgiveness method. We have originated a new PPP Resources Page. Troubling Guidance from the Treasury Department Everyone that has been involved with any part of the Payroll Protection Program (PPP) loans knows that it is a method abounding with complication – rule changes, complex calculations.

Hayes Accounting Solutions

Service Focus
22% Turnaround Consulting
23% Accounting
9% Budgeting
12% M&A Advisory
16% Capital Raising
18% Other Finance
Service Focus
22% Turnaround Consulting
23% Accounting
9% Budgeting
12% M&A Advisory
16% Capital Raising
18% Other Finance
We implement quality of accounting and negotiating co-operations to meet your requirements. The cost savings, the harmony of mind, and the competing interests that arise with the right report, the right co-operation, and the best guidance can be yours. We offer full-charge bookkeeping at a competing fixed monthly allowance as well as marketing planning assistance.

CLA

Service Focus
17% Turnaround Consulting
23% Accounting
13% Budgeting
30% M&A Advisory
10% Capital Raising
7% Other Finance
Service Focus
17% Turnaround Consulting
23% Accounting
13% Budgeting
30% M&A Advisory
10% Capital Raising
7% Other Finance
We are dedicated to building an inclusive culture that grows on different ideas and scenes. By greeting and regarding our customers and each other, we can all practice conclusion. Watch this quick video to learn about our unique promise to those we serve. our experienced professional co-operations allow us to serve customers more completely.

Focus Accounting & CPA Firm, INC

Service Focus
8% Turnaround Consulting
30% Accounting
25% Budgeting
18% M&A Advisory
9% Capital Raising
11% Other Finance
Service Focus
8% Turnaround Consulting
30% Accounting
25% Budgeting
18% M&A Advisory
9% Capital Raising
11% Other Finance
Focus Accounting & CPA Firm is a certified public accounting firm with a goal to assist its clients who wish for excellent tax and accounting services. When small companies and entrepreneurs produce a certain level of success, they get hit with huge taxes that approach company increases and personal fulfillment.

Ami Shah CPA

Service Focus
28% Audit
11% Tax
9% Bookkeeping
9% Advisory
36% Other
7% Technology
Service Focus
28% Audit
11% Tax
9% Bookkeeping
9% Advisory
36% Other
7% Technology
The original firm, Ami Shah, CPA, began with extensive accounting and tax co-operations for corporations and somebody. This developed into necessary preparation for minimization of tax responsibilities for individuals and corporations, auditing, and consulting co-operations. We understand "old school" principles, but we also understand in fulfilling up with the requirements of individuals and businesses in this swiftly developing world.

BPM LLP

Service Focus
5% Turnaround Consulting
3% Accounting
21% Budgeting
42% M&A Advisory
24% Capital Raising
4% Other Finance
Service Focus
5% Turnaround Consulting
3% Accounting
21% Budgeting
42% M&A Advisory
24% Capital Raising
4% Other Finance
Established in 1986, BPM is one of the biggest California-based accounting and asking firms, standing in the top 50 in the country. With various offices beyond the Bay Area, BPM assists beginning and mid-cap corporations as well as high-net-worth somebody in a wide range of industries, including financial services, technology, life science, manufacturing, food, and construction.

George M Mattos CPA

Service Focus
3% Turnaround Consulting
29% Accounting
40% Budgeting
2% M&A Advisory
1% Capital Raising
24% Other Finance
Service Focus
3% Turnaround Consulting
29% Accounting
40% Budgeting
2% M&A Advisory
1% Capital Raising
24% Other Finance
A CPA since July of 1980, George M. Mattos, CPA has the knowledge to help with your company and your accounting requirements. From tax training and equipment to computerized. monthly or regularly bookkeeping, we use the most excellent technology so you always get the most effective setting possible. George M. Mattos, CPA's expertise ranges from primary tax administrators.

Buchanan & Reed, Inc.,

Service Focus
24% Turnaround Consulting
20% Accounting
20% Budgeting
9% M&A Advisory
15% Capital Raising
13% Other Finance
Service Focus
24% Turnaround Consulting
20% Accounting
20% Budgeting
9% M&A Advisory
15% Capital Raising
13% Other Finance
Buchanan and Reed, Inc. is a full-service CPA firm with a skilled senior expert organization having over 70 years of merged knowledge in public accounting. Our staff is energetic and professional. We take pride in being excellent, clear communicators and being available to help our customers in traditional ways as well as moving out.

Sensiba San Filippo LLP

Service Focus
11% Turnaround Consulting
10% Accounting
23% Budgeting
21% M&A Advisory
10% Capital Raising
25% Other Finance
Service Focus
11% Turnaround Consulting
10% Accounting
23% Budgeting
21% M&A Advisory
10% Capital Raising
25% Other Finance
We consider in taking a holistic strategy to our services, and that means understanding every unique factor of your operation. From tax qualification and tax preparation co-operations to structuring industry items and IT service support — we have the instruments and expertise to help improve your operational efficiency while staying proactive on administrative claims and accountability publicity.

WDC & Associates

Service Focus
18% Turnaround Consulting
26% Accounting
20% Budgeting
18% M&A Advisory
5% Capital Raising
13% Other Finance
Service Focus
18% Turnaround Consulting
26% Accounting
20% Budgeting
18% M&A Advisory
5% Capital Raising
13% Other Finance
WDC & Associates is comprised of entrepreneurial-minded accountants attached and involved in the central role of conducting customers through their different mass and maturation degrees. Our focus is centered on encouraging companies in all accounting, tax, financial, and administrative ranges. We are different in the way we mix accounting, tax, and law into productive solutions for our customers.

Cormia David J CPA

Service Focus
4% Turnaround Consulting
11% Accounting
21% Budgeting
30% M&A Advisory
20% Capital Raising
14% Other Finance
Service Focus
4% Turnaround Consulting
11% Accounting
21% Budgeting
30% M&A Advisory
20% Capital Raising
14% Other Finance
David Cormia has trained as a CPA since 1974 in Milwaukee and San Jose. Over the past 40 years, he has served for several businesses, both as a CPA and in other positions. This experience has given David wealth of industry knowledge that he is now able to use to profit his customers.