Fractional CFO and Business Advisory Services
for Business Owners and Real Estate Professionals
Why Choose Our Fractional CFO and Business Advisory Services?
Expert Guidance
Our CEO, a seasoned tax strategist and real estate investor, acts as your fractional CFO, offering high-level financial advice.
Tailored Strategies
From cash flow management to real estate investment analysis, we customize our advice to your needs.
Cost-Effective
Get CFO-level expertise at a fraction of the cost of hiring in-house.
Real-Time Insights
Access financial dashboards via portal.qupidtax.com to track performance.
Growth-Focused
We help you scale your business or optimize your real estate investments for maximum returns.
Who We Serve
Small to Medium Businesses
Businesses with $5M plus in revenue needing strategic financial planning and optimization.
Real Estate Professionals
Investors and property managers seeking advice on acquisitions, 1031 exchanges, and portfolio growth.
Our Fractional CFO and Advisory Process
Financial Assessment
We analyze your financials
Strategic Planning
Receive tailored advice on budgeting, forecasting, and growth strategies.
Week to Monthly Sessions
Get on-demand advisory sessions (Minimum once a month recommended.
Actionable Reports
Receive clear, actionable reports to guide your decisions.
Benefits for Your Business
- Boost Profitability: Optimize cash flow and reduce unnecessary expenses.
- Plan for Growth: Get strategies to scale your business or real estate portfolio.
- Stay Competitive: Leverage expert insights to stay ahead in your industry.
Contact us for a free fractional CFO consultation.