CFO Lifeline

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One unified team for accounting and fractional CFO services.

Simplify your finances with our expert bookkeeping, tax and fractional CFO services. Reduce tax liability, maximize profitability, and improve cash flow with our all-in-one accounting solution.

Trusted by professional service leaders and small business owners everywhere

How Fractional CFO Services Help Business Owners Succeed

Discover how CFO Lifeline’s team of 8 dedicated experts empowers 7-figure small businesses to achieve financial success with bookkeeping, tax, accounting and fractional CFO services.

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Our Services Benefits

Financial Planning Blueprint
to Maximize Profits

Tailored 10-Step Actionable Plan to Double Your Bottom Line

Empower your business with our 10-step profit improvement roadmap. Identify growth opportunities, manage risks, optimize costs, and create actionable strategies in marketing, finance, and operations to double your profits with our Fractional CFO Services.

Maximize Your Earnings, Minimize Your Taxes

Expert Bookkeeping and Tax Planning for Busy Business Owners

Navigate tax regulations easily with our proactive bookkeeping and tax services. Ensure compliance and maximize profits, freeing you from tax management complexities.

Real-time Financial Insights

Leverage Modern Technology for Instant Financial Clarity

Gain a deep 24/7 understanding of your financial performance with our fractional controller, bookkeeping and tax services. We transform complex financial data into easy-to-understand actionable reports.

Leverage Automation to Scale Your Business

Harness Technology for Unmatched Business Efficiency

Deploy the latest technologies, like Robotic Process Automation, AI automation, and cloud ERP software, to streamline your business processes. Save 20+ hours monthly and focus on growing your business.

Transparent Fixed Pricing, No Surprises

CFO Lifeline offers Outsourced Controller and Fractional CFO Services starting at $1,075/month, ensuring predictable pricing and no unexpected bills.

30-Day Free Trial: Experience Our CFO Services

Get financial clarity and strategic insights with a 30-day free trial of our Fractional CFO services. No cost, no commitment - just expert guidance tailored to your business.

Specialized Industry Expertise

We concentrate our skills on a select few sectors, offering exceptional knowledge and fractional CFO services tailored to industry-specific challenges, ensuring compliance, financial clarity, and strategic growth.

Law Firms

Specializing in financial solutions for law firms, CFO Lifeline simplifies accounting complexities, offers CFO insights and implement cloud solutions to enhance profitability, maintain trust compliance and streamline operations.

E-commerce Merchants

Tailored financial solutions for e-commerce merchants, CFO Lifeline optimizes accounting processes, provides CFO-level insights, and implements cloud solutions to boost profitability and streamline operations.

Marketing Agencies

For marketing agencies, CFO Lifeline delivers bespoke bookkeeping, strategic financial planning and cutting-edge tech solutions to maximize efficiency and drive sustainable growth.

Small Businesses

Tailored to small businesses, CFO Lifeline focuses on simplifying finances, offering expert tax guidance, and providing CFO strategies to fuel growth and financial stability.

Hear from our satisfied clients

Transitioning from Sage 50 to a cloud accounting system was made seamless by CFO Lifeline. They tackled our backlog of bookkeeping, prepared all the necessary documents for a smooth audit, and now serve as our remote CFO. Their timely monthly financial statements and profitability reports enable us to make data-driven decisions.
Patrice Wallace
Coloured Fin
Working with CFO Lifeline was a huge turning point for our business. Prior to their involvement, we were using a manual desktop-based bookkeeping system, which was a headache to manage. But CFO Lifeline made the shift to a digital, cloud-based system really smooth and easy for us. Now, our financial records are always up-to-date and easy to understand. We can see our financial situation clearly at any time, which helps us make quick, smart decisions for our business. It's been a relief and a big help to have their team handle the complicated stuff, so we can focus more on growing our business.
Dave Jacob
Green Engineering
As a startup law firm, CFO Lifeline was instrumental in setting up our accounting software and maintaining accurate records for tax and decision-making purposes. Their guidance in cash flow management and service pricing was invaluable. We're grateful for their clear, non-technical communication, helping us understand our operational break-even point and price our services effectively.
Dale Montrose
Victorem Law Chambers

We Utilize Best-in-Class Technology

Download our Free eBook

8 Critical Indicators Your Business Needs a CFO

Understanding the Importance of a Virtual CFO: Bridging the Gap Between Numbers and Strategy in a Small Business.

Let CFO Lifeline help grow your business.

Get the peace of mind you deserve so you can save time and focus on things that matter.

Frequently Asked Questions

Fractional CFO Services provide your business with the expertise of a Chief Financial Officer on a part-time or project basis. This service helps you manage financial strategies, optimize cash flow, and make informed decisions without the cost of a full-time CFO. Our team brings extensive experience and tailored financial solutions to drive your business growth and success.

Our comprehensive Accounting Services cover everything from financial reporting and analysis to compliance and tax planning. By ensuring accurate and timely financial records, we help you make strategic business decisions, stay compliant with regulations, and enhance your overall financial health.

Our Bookkeeping and Tax Services include managing your daily financial transactions, maintaining accurate records, preparing financial statements, and handling tax preparation and filing. This comprehensive approach ensures your business remains organized, compliant, and optimized for tax efficiency.

Our Accounting and Bookkeeping Services are designed to provide you with accurate and up-to-date financial information. We offer a seamless integration of bookkeeping with accounting, ensuring that your financial data is always ready for analysis and decision-making. Our services help you save time, reduce errors, and gain valuable insights into your business’s financial performance.

Our Fractional CFO Services can enhance your financial strategy by providing expert advice on financial planning, risk management, and growth opportunities. With our experienced CFOs, you’ll receive tailored insights and strategies that align with your business goals, helping you make informed decisions and drive sustainable growth.

Yes, our Fractional CFO Services include financial forecasting to help you plan for future growth and manage potential risks. Our team will analyze your financial data and market trends to create accurate projections, ensuring you have a clear roadmap for your business’s financial future.

Our Accounting Services stand out due to our personalized approach and commitment to excellence. We tailor our services to meet the unique needs of your business, providing proactive advice and insights. Our goal is to help you achieve financial clarity and success through meticulous and reliable accounting practices.

We ensure the accuracy of our Bookkeeping and Tax Services by employing experienced bookkeepers with a minimum of 3 years of experience and a bachelor’s degree in accounting or finance. For our tax services, we engage experienced CPAs and/or EAs. They use advanced software such as Keeper and Xenett to ensure the accuracy and consistency of bookkeeping transactions. Additionally, we perform regular monthly reconciliations and peer reviews to maintain precise and compliant financial records.

Our Bookkeeping and Accounting  Services are beneficial for a wide range of businesses, from small startups to established enterprises. Whether you’re a Law Firm, Marketing Agency, E-commerce Marchant  or any other industry, our tailored solutions can help you manage your finances effectively and support your business growth.

Absolutely, our Accounting Services include comprehensive tax compliance and planning to ensure your business meets all regulatory requirements while optimizing tax liabilities. Our experts stay up-to-date with the latest tax laws and regulations to provide accurate and strategic tax advice.

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