Get More Financial Clarity & Control in Your Business
Partner with Us to Grow Your Cash Flow & Business. When you work 1:1 with our team, we help you get more profitable, and scale to your next financial milestone.
Financial Clarity
Get a clear understanding of your business’s profitability and key financial metrics. You'll k now which financial levers you need to pull in your business
Financial Control and Ease
Get a system for predictable cash flow. You’ve got control over your spend and more control and organization in your business.
Financial Growth
Grow your profit, increase your cash flow, and get a personal plan for your finances and growing your wealth
Grow Your Business with a Financial C0-Pilot on Your Team
Are you spending more time trying to organizing your books than running your business? Or maybe the financial side has been neglected entirely?
Managing cash flow, tracking expenses, and staying compliant with tax requirements can drain your energy, leaving little time for what you do best- serving your clients.
As your business grows, so does the complexity of your finances. You may find yourself needing more than basic bookkeeping and accounting—you need strategic financial guidance.
At Freedom Sun, we offer you the expertise of a seasoned CFO at a fraction of the cost, giving your business the strategic financial leadership it needs to thrive.
Create clear, actionable financial roadmaps that guide your company’s expansion.
Avoid cash crunches and ensure you have the resources to seize growth opportunities.
Maximize your profit potential through smarter financial management.
Present credible, compelling financials to secure investment.
How we can help you
If you are growing fast and need deep financial support, our Fractional CFO and Bookkeeping Services will get you there.
A financial plan that gives you clarity
We dive deep into your finances to help you plan for the future, crafting long-term strategies that truly fit your business goals.
Tools and Systems to Grow Your Cash Flow
Cash flow is the lifeblood of any business, but managing it can be challenging as your company grows. We help you monitor and manage your cash flow to ensure you have the liquidity you need to operate smoothly and invest in future opportunities.
A plan to improve your Profit Margins
We'll help you cut costs and manage your money, so you can have more profit. This includes helping you improve your operations, pricing, and systems in your business.
Financial reports that give you better financial decisions
Get financial reports that MAKE sense and that you can make decisions off of.
More organization and efficiency in your business
You'll save more time and money when you have more organization in your business, we help you do this!
Automation and Optimization of Your Internal Systems
We help you build financial systems in your business, so everything is more optimized.
MEET THE FOUNDER & CEO
Hey, I'm Simone, CPA
Hi, I'm the founder of Freedom Sun and CPA with more than 20 years of experience. Our team is made up up accountants and business consultants who understand that your financial success is a lot more than great tax planning, but smart financial planning and systems.
When you work with us, you'll have a financial partner dedicated to growing your business holistically.
You might have seen me on...
We understand that finances and business growth can be overwhelming.
We know it’s tough to navigate business growth and financial management. That’s why we offer tailored solutions to address your unique needs.
Our business strategy has never been clearer, thanks to the actionable insights and guidance we received.
– Emira, CEO of Healthly Lives
Working With Simone got me so much financial clarity and control in my business. I have a way to predict cash flow now, and actually now what I'm supposed to do when it comes to managing my money!
– Lisa M, CEO and Coach
3 Steps to Working 1:1 With Us
1.
Initial Financial
Health Check
We start by conducting an in-depth review of your current financial situation. This involves assessing your financial reports, cash flow, and growth projections, as well as identifying any immediate areas for improvement.
2.
Receive Your Financial
Growth plan
Based on our assessment, we create a tailored financial strategy that aligns with your business goals. This includes setting up financial systems, identifying key metrics to track, and creating action plans for growth.
3.
Ongoing
Support
We provide continuous financial oversight, regularly reviewing your business’s performance, adjusting strategies as needed, and providing guidance on key financial decisions. Our goal is to be your trusted partner in financial growth.
Here are some questions you might have
about Financial Coaching & Fractional CFO Services
What industries do you service?
We work with the following industries: professional services, creatives, agency owners, coaches. We also support e-commerce brands and cannabis businesses.
What's the difference between your bookkeeping and Fractional CFO Services?
Our bookkeeping services are here to help smaller businesses who don't have a financial team and need financial guidance. Our Fractional CFO services are for teams with an existing bookkeeping function (maybe it's you the owner or someone on your team) who need the support of putting in better systems, understanding QBO better, and want more financial policies and procedures).
How do I know if my business needs a Fractional CFO?
If your business is growing, facing financial complexities, or preparing for funding, a Fractional CFO can provide the expertise you need. Signs you might need a Fractional CFO include challenges with cash flow, needing help with long-term financial planning, or preparing to scale the business.
What is a Fractional CFO, and how does it differ from a full-time CFO?
A Fractional CFO is a part-time or contract-based CFO who provides strategic financial guidance and oversight without the full-time salary or commitment. They offer the same expertise as a full-time CFO but on a more flexible and cost-effective basis, typically working with multiple clients.
What specific services does a Fractional CFO offer?
A Fractional CFO can provide services such as financial forecasting, budgeting, cash flow management, fundraising preparation, profitability analysis, risk management, and strategic financial planning. They can also help streamline financial reporting and prepare you for audits or investor presentations.
How much does a Fractional CFO cost?
Costs vary based on the complexity of your financial needs and the hours required. At Freedom Sun, we're not Fractional CFOs that will charge by the hour, we work on a monthly retainer and project based fee. On average, businesses can expect to pay a fraction of the cost of hiring a full-time CFO, often ranging from $1,500 to $10,000 per month.
How many hours does a Fractional CFO work with a business?
The hours depend on your business’s needs. Some businesses might only need a few hours per week, while others may require more extensive support during key periods like fundraising, mergers, or growth phases. At Freedom Sun, our Fractional CFOs work flexibly, providing scalable services that align with your changing needs.
Can a Fractional CFO help with fundraising and investor relations?
Yes, one of the key roles of a Fractional CFO is to prepare your business for fundraising. They can help you create financial models, develop investor presentations, manage due diligence processes, and ensure that your financials are investor-ready.
Will a Fractional CFO help improve profitability?
Absolutely. A Fractional CFO analyzes your financial data to find areas where you can reduce costs, improve efficiencies, and boost profit margins. Their strategic insight helps businesses make better decisions that positively impact the bottom line.
Is a Fractional CFO a temporary or long-term solution?
A Fractional CFO can be either a short-term solution for specific projects or a long-term partner. Many businesses start with a fractional CFO during key growth phases and continue to work with them as ongoing advisors even after financial stability is achieved.
What industries benefit from Fractional CFO services?
Fractional CFO services are beneficial to a wide range of industries, including tech startups, professional services, eCommerce, manufacturing, real estate, and cannabis businesses. Any business experiencing financial complexity or growth can benefit from their services.
How will a Fractional CFO integrate with my current team?
A Fractional CFO works alongside your existing finance team or accounting staff, providing higher-level strategic insight. They collaborate with your bookkeepers, accountants, and leadership team to align financial strategies with overall business goals.
Can a Fractional CFO help with exit strategy or mergers and acquisitions?
Yes, a Fractional CFO can play a crucial role in preparing your business for an exit, merger, or acquisition. They can assist with financial due diligence, deal structuring, and ensuring you maximize value during the transaction process.
What is the ROI of hiring a Fractional CFO?
The ROI can be substantial. Fractional CFO Services helps optimize your cash flow, improve profitability, prepare your business for scaling, and reduce financial risks. Businesses often see improved financial performance and clarity, making the investment in a fractional CFO highly worthwhile.
Ready to grow your business, without the financial overwhelm?
At Freedom Sun, we understand what it’s like to feel stressed about growing your business and managing your cash flow.
Our financial co-pilots are focused on all aspects of your business and pull from careers in accounting, finance, and business. Working with us, you’ll have a holistic approach to your business.
That’s why we created hassle-free, action oriented, and results driven business and finance services. So you make a bigger impact and profit, with ease.
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