Fractional CFO Services

OSS Office Support Services, Inc.
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Fractional CFO Services

Fractional CFO Services

OSS Financial Partners provides executive-level financial leadership without the full-time executive cost. Our Fractional CFO services deliver strategic financial guidance to drive growth, improve profitability, and build business value.

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Engagement Options

We offer flexible engagement models to match your business needs.

Each engagement includes direct access to experienced financial executives with industry-specific knowledge relevant to your business.

Project-Based CFO

Focused financial leadership for specific initiatives or challenges with defined outcomes.

Ongoing Part-Time CFO

Regular engagement providing consistent financial leadership on a weekly or monthly schedule.

Advisory CFO

Executive-level financial guidance with on-call availability for strategic decisions and periodic reviews.

Strategic Financial Leadership

Financial Strategy Development

Business model analysis and optimization
Strategic planning facilitation
Financial goal setting and milestone development
Growth planning and execution support
Profitability improvement strategies
Capital structure optimization

Executive Team Support

Board and management meeting participation
Financial presentation development
Decision support analysis
Cross-functional collaboration
Executive-level financial mentoring

Financial Planning & Analysis

Budgeting & Forecasting

Annual budget development and management
Rolling forecast implementation
Scenario and sensitivity analysis
Cash flow projections and management
Working capital optimization
Break-even and contribution margin analysis

Performance Measurement

KPI development and tracking
Financial dashboard creation
Variance analysis and action planning
Benchmarking against industry standards
Performance incentive structure design

Financial Operations Optimization

Process Improvement

Financial workflow assessment
Process documentation and standardization
Efficiency improvement implementation
Financial controls enhancement
Accounting department oversight and mentoring

Financial Systems

Technology stack evaluation
Software selection and implementation
Financial reporting automation
Data integration and visualization
Financial information architecture design

Growth & Investment Management

Capital Planning

Investment opportunity analysis
ROI modeling and capital allocation
Funding strategy development
Investor/lender relationship management
Due diligence management

Growth Management

Expansion financial planning
New market entry analysis
Product/service line profitability assessment
Customer and channel profitability analysis
Pricing strategy development

Risk Management & Compliance

Risk Assessment & Mitigation

Financial risk identification and monitoring
Scenario planning for economic changes
Insurance coverage optimization
Contract review and negotiation support
Compliance program development

Strategic Tax Planning

Tax strategy development
Entity structure optimization
Tax efficiency analysis
Tax calendar management
Tax authority relationship management

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Bookkeeping & Accounting

Our comprehensive bookkeeping and accounting services ensure your financial foundation is accurate and up-to-date.

We handle:

Monthly financial statements
Accounts payable and receivable management
Financial record maintenance and reconciliation
Tax preparation and filing
Financial reporting and analysis
Quickbooks Certified Pro Advisors, Support and Training
Quickbooks Setup & Installation
Quickbooks Cloud Hosting
Quickbooks Training One-on One Training Sessions

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