Diversify Management, LLC

Diversify Management, LLCDiversify Management, LLCDiversify Management, LLC

‪(321) 345-1316

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Diversify Management, LLC

Diversify Management, LLCDiversify Management, LLCDiversify Management, LLC

‪(321) 345-1316

  • Home
  • About
  • CFO Services
  • Accounting
  • Tax Prep
  • Contact

FRACTIONAL CFO SERVICES

STRATEGIC FINANCIAL LEADERSHIP 

WITHOUT THE FULL-TIME COST

BOOK A FREE STRATEGY SESSION

WHAT IS A FRACTIONAL CFO?

WHY Partner with A FRACTIONAL CFO?

WHY Partner with A FRACTIONAL CFO?

 

A Fractional CFO (Chief Financial Officer) provides high-level financial strategy, planning, and oversight on a part-time, contract, or project basis. This means your business gets the executive guidance it needs without the commitment or cost of a full-time hire. 


Whether you’re growing rapidly, facing cash flow challenges, need tax strategy, or planning for the future, we step in as your trusted financial partner - on your terms. 

WHY Partner with A FRACTIONAL CFO?

WHY Partner with A FRACTIONAL CFO?

WHY Partner with A FRACTIONAL CFO?

Partnering with a fractional CFO helps you:


  • ✅ Make confident, data-driven decisions.
  • ✅ Improve profitability and cash flow.
  • ✅ Align financial planning with business goals.
  • ✅ Avoid costly financial missteps.
  • ✅ Prepare for investor funding or scaling.
     

our cfo services include:

 

🧩 Cash Flow Management
Monitor inflows/outflows and optimize liquidity to keep your business financially healthy.


📊 Forecasting & Budgeting
Strategic budgeting and long-term financial forecasts aligned with your business goals.


📉 Profitability Analysis
Discover where your business is leaking money—and how to increase margins.


💡 KPI Tracking & Dashboards
Custom dashboards and financial scorecards to track your success in real time.


📁 Financial Reporting
Monthly and quarterly reports to keep you (and your stakeholders) informed.


💼 Tax Strategy Support
Proactive planning to reduce tax liability and take advantage of legal deductions.


🤝 Advisory Support
Ongoing strategy calls and executive-level advice tailored to your business stage.


🔍 Explore Your CFO Options →

Who is if for?

Who is if for?

Who is if for?

  • ✅Fast-Growing Companies that Need Financial Direction
  • ✅Business Owners Preparing for Expansion, Funding, or Exit
  • ✅Companies Overwhelmed with Finances but Not Ready for a Full-Time CFO

 

Who we serve?

Who is if for?

Who is if for?

We support growth-minded small to mid-sized businesses across industries, including:

  • ✅Services-Based Small Businesses
  • ✅Contractors & Construction Firms
  • ✅Water & Mold Remediation 
  • ✅Growing Companies Seeking Clean, Consistent Financials
  • ✅Businesses Preparing for Funding, Sale, or Growth
     

Client Results

Who is if for?

Client Results

  • ✅ Reduced operating expenses by 15% in 6 months.
  •  ✅ Helped company grown from $1.5M to 3M in 18 months.
  • ✅ Saved $80K + through tax planning and restructuring.
     

flexible engagement options

 

 💼  Essentials CFO (5 - 10 hours/month)
 Perfect for early-stage businesses or those needing light support.
🟡  Monthly financial reviews
🟡  Cash flow oversight
🟡  Key performance metrics setup
🟡  Email support for financial questions
🟡  Strategic check-ins (monthly or bi-monthly) 


 📈  Growth CFO (10 - 20 hours/month)
 Designed for businesses experiencing growth and needing proactive guidance.
🔵  Budgeting and forecasting
🔵  Revenue modeling
🔵  Cash flow projections and scenario planning
🔵  Monthly financial strategy meetings
🔵  Vendor and pricing reviews
🔵  KPI dashboard development 


 🧠  Executive CFO (20 + hours/month)
 Ideal for established or scaling businesses that need full strategic financial partnership.
🟢  Comprehensive financial oversight
🟢  Strategic planning with leadership
🟢  Investor or board meeting prep
🟢  Team collaboration (with bookkeepers, accountants, ops)
🟢  Deep-dive financial analysis
🟢  Process and system optimization 


 🔧  Custom scopes available upon request (Tailored Hours & Services) Every business is different and so are its financial needs. Our Custom CFP Plan is ideal for companies navigating complex transitions, preparing for mergers or  acquisitions, operating in multiple entities, or requiring industry-specific strategy.
⚪  Fully tailored scope of work

 ⚪  Flexible hours based on need
⚪  Project-based or retainer-based options
⚪  Ideal for seasonal businesses, startups, or special initiatives
⚪  CFO access on your terms - when and how you need it

📞 Let's talk about your goals and build a plan that fits

ready to gain financial clarity?

 📊 Let's connect! Book your free strategy call today and discover how fractional CFO services can transform your business.    

📅 Schedule Your Free CFO Strategy Call
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Diversify Management, LLC

‪(321) 345-1316

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