On-demand full-service financial development resources.

Fractional CFO services

Comprehensive support for every aspect of your business operations.

As your trusted partner, we will provide you with the financial resources and insight you need to evolve to make the best decisions for your success—regardless of the size of your business:

  • Startups may only need accounting and basic business set up support. 

  • Mid-sized companies may need financial analysis and reporting. 

  • A growing company will need financial modeling support to make optimal business decisions on a regular basis and for those times where a bank loan or grant may be needed for additional cash flow. 

CPN is the right-sized financial partner you need. Our decades of cross-industry experience and proven performance can guide the growth of your business with strategies that support your goals.

Image of the modern office space of a fast-growing startup company.

Services

CPN & Associates customizes your engagement based on your specific needs. We will collaborate with you to develop the analytics required to best understand your current trends so that we can implement the best strategies for business growth. We structure our services into three needs-based packages. Each custom-designed package delivers fixed-rate, monthly pricing that provides the financial requirements to eliminate surprises and satisfy your business’ operational requirements.

Two female analysts create a complete business financial profile as part of CPN and Associates accounting support package.

Accounting Support package

Maintain healthy operations:

  • Bookkeeping support

  • Data Entry, software tool setup

  • Bank account reconciliation

  • Monthly close

  • Financial reports

  • Annual tax preparations

A diverse team of financial professionals present the results of their review of a clients business metrics.

Financial Consulting package

Understand your financials:

  • Monthly, comprehensive review of all financials

  • Financial & KPI analysis and reporting

  • Cash flow analysis & management

  • Monthly reviews with management

Confident Business Executive sits relaxed in his office knowing that his business' finances are in good shape thanks to the fractional CFO services he receives from CPN and Associates.

Fractional CFO Executive package

Create insightful business strategies:

  • Financial consulting package

  • Evaluation and management of existing finance and accounting team

  • Strategy development & implementation

  • M&A advice

  • Grant/loan support with financial modeling

  • Monthly management reviews

“CPN & Associates is absolutely the financial leader you want in your corner.”
— Duncan H., Purseia