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Our Services

FRACTIONAL CFO

EMPOWERING YOU WITH FINANCIAL CLARITY AND STRATEGIC GUIDANCE

We understand that managing your finances goes beyond just taxes – it's about optimizing performance, driving growth, and making informed decisions. With Real Books by your side as your Fractional CFO, you'll have a dedicated partner committed to your success, all without the expense of a full-time CFO.

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Clients interested in this service should...

Have an annual revenue of over $1 million

Employ 1-25 staff members

Own a business that generates profits while reinvesting some of those profits into rental properties

THIS IS FOR YOU IF...

You manage a team

If you need to pay employees regularly and want a seamless solution to ensure accurate and timely payroll processing.

You seek strategic insights

If you're eager to extract valuable insights from your financial statements to make informed decisions that drive your business forward.

You value your time

If you prioritize investing your time in growing your business rather than getting tied up in the complexities of accounting tasks.

Cost-Efficiency Matters

If hiring an in-house accounting team isn't financially viable for your business.

WHAT'S INCLUDED?

Starting at $3,000/month

With our Fractional CFO Service, you'll have the expertise and support you need to navigate tax complexities and achieve financial success. Say goodbye to uncertainty and hello to clarity and confidence in your financial decisions.

Business Structure Review

Quarterly Tax Estimates

Tax Notice Response

Monthly Financial Statements

Monthly Financial Review Meetings

Cash Flow Management

Tax Preparation & Filing

Tax Strategy Calls (July & November)

One-Stop Client Portal

Payroll Management

Financial Forecasting

NOT QUITE
READY FOR A FRACTIONAL CFO?

Check out our other package!

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Tax Strategy Suite

Align your tax strategy with the same experts who file your return—ensuring seamless planning that supports your long-term wealth building goals.

READY TO
GET STARTED?

If you’re a real estate investor looking for an accounting partner who understands your industry and offers strategic, proactive solutions, fill out our inquiry form to get started today!

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