Fractional CFO services for North Carolina businesses.
Get senior-level financial leadership without the cost of a full-time hire. Our Fractional CFOs give you strategic guidance on cash flow, budgeting, forecasting, and growth, with accounting, bookkeeping, and tax support built into every package.
How much CFO support does your business need?
Three packages, one goal: the right level of financial leadership as you grow
Whether you’re launching a startup or scaling an established company, we become a trusted financial partner focused on your long-term success. Our Silver, Gold, and Platinum packages are built around your level of CFO support, from essential financial oversight all the way up to full Fractional CFO leadership. Accounting, bookkeeping, and tax are handled as part of every package, so you get one partner instead of juggling several.
Fractional CFO Services
Partnering with you to develop and execute a plan to achieve your strategic, financial, and business goals, with the experience and expertise of a Chief Financial Officer at a fraction of the cost.
- Developing robust financial systems and strategy for greater clarity and growth
- Overseeing day-to-day accounting, accounts receivable/payable, and payroll
- Training, managing, and facilitating financial staff as needed
- Exit and succession planning to protect your future business valuation
Choose the level of CFO support your business needs
Many clients start with Silver and move up to Gold or Platinum as their business grows
Silver
- Payroll processing & submissions
- Bookkeeping (volume based on your business)
- Sales & use tax filings
- Year-end accounts
- Quarterly management accounts
- Business tax return filing
- Business property tax filing
- Annual report filing with the Secretary of State
- Email support
Gold
- Monthly management accounts with commentary
- Annual budget preparation
- Quarterly cash flow forecasting
- KPI tracking & performance analysis
- Quarterly strategy review calls
- Priority support
Platinum
- Real-time or weekly bookkeeping
- Monthly detailed management accounts
- Rolling forecasts & scenario planning
- Advanced cash flow management
- Virtual Finance Director support
- Profitability analysis
- Strategic tax planning
- Monthly strategy meetings
- Exit & succession planning
- Unlimited support
If your needs don’t quite fit within these service bands, or you’d like to combine services, please get in touch. We’d be happy to provide a bespoke quote tailored to your business.
Businesses we support.
SME Business works with startups, owner-managed businesses, service companies, contractors, manufacturers, retail businesses, healthcare providers, and growing companies throughout North Carolina. Whether you need bookkeeping support, financial reporting, or a strategic Fractional CFO, we tailor our services to your business goals.
Financial leadership, not just financial reporting.
North Carolina businesses choose SME Business because we combine practical accounting expertise with strategic financial leadership.
Years of Experience
Strategic financial leadership across numerous industries and business stages.
Full-Service Partner
Bookkeeping, payroll, tax, and CFO-level strategy under one roof.
Built for North Carolina
Local, responsive support for startups through established companies statewide.
Transparent Pricing
Move between Silver, Gold, and Platinum as your business needs evolve.
Financial statements & reporting
We review your books for accuracy and process a range of management journals, accounting for depreciation, prepayments, and accruals so your management information is meaningful and accurate.
- Profit & Loss and Balance Sheet reporting
- Linked to your budget for variance and analytical review
- In-person or virtual reviews to help you plan ahead
Frequently asked questions.
Fractional CFO services, explained
A Fractional CFO provides senior-level financial leadership without the cost of employing a full-time Chief Financial Officer. You receive strategic guidance on cash flow, budgeting, forecasting, profitability, and business growth.
An accountant focuses on compliance and reporting, while a Fractional CFO helps you plan ahead, improve financial performance, and make strategic business decisions.
Yes. Many clients begin with our Silver package before moving to Gold or Platinum as their business grows.
Yes. We provide virtual accounting, bookkeeping, advisory, and Fractional CFO services to businesses throughout North Carolina.
Ready for the right level of CFO support?
Book a free consultation and we’ll help you choose between Silver, Gold, and Platinum based on your business, your growth plans, and your budget. No cost, no obligation.
