BOOKKEEPING & FRACTIONAL CFO SERVICES
Leave the numbers and systems to us, so you can focus on what drives your business forward
We provide tailored accounting solutions that align your goals with financial strategy, helping you build a business that supports long-term wealth and impact.
Ready to Take Control of Your Finances?
Have your finances been a priority, but for whatever reason, you're not able to make the changes you want?
Whether you're trying to save for the future, manage business cash flow, or simply keep everything organized, it can be overwhelming to balance it all.
Imagine feeling confident and in control of both your personal and business financial goals.
Whether you're looking to make more money, grow your wealth, or create a better balance between work and life, we’re here to help you achieve financial harmony.
Organize Your Finances: Get clear systems in place to manage both personal and business finances without feeling overwhelmed. We’ll help you organize and track everything, so nothing falls through the cracks.
Make Financial Decisions Confidently: Whether it’s personal savings or business investments, you’ll gain the knowledge and confidence to make smart, strategic financial decisions that support both your personal and professional goals.
Feel at Peace with Your Money: Our coaching will help you create a proactive financial strategy and work on your money mindset, so you’re prepared for whatever comes your way, both personally and in your business.
Grow Your Cash Flow: We’ll help you grow your cash flow on both sides—personal and business—so you have the liquidity to cover life’s expenses and grow your business without stress.
Create Long-Term Wealth: Whether you're planning for retirement or reinvesting in your business, we’ll show you how to build lasting wealth with smart financial planning and tailored strategies.
It's Time to Get a Financial Coach in Your Corner
Our Financial Coaching Helps you Give your Money a Plan, Ditch the Financial Stress, and Get Confident and Clear
Financial Clarity & Confidence
Clarity gives confidence. We work with you to get clear on your financial goals and build a plan to get there.
Financial Peace
Our mindset experts work with you to uncover some of the areas that you are blocked, and help you build a resilient money mindset.
Holistic Wealth
We help you build a plan to reach your financial goals and grow your networth in a holistic and sustainable way.
Here's How We Can Help You
Revenue Growth
Having strategic, repeatable revenue is the key to hitting your financial goals. We help you identify areas to grow your revenue in your business without the extra workload.
Pricing Strategy
An effective pricing strategy goes beyond making sure that you're pricing to profit. We help you assess your pricing and align it with your short term and long term goals
Offer Optimization
Optimizing Your Offers helps you build an effective and sustainable path to revenue and growth in your business. We help you grow the Lifetime Value of Your Clients.
Financial Strategy
We work with you to assess your financial goals and build a strategy that helps you reach them.
Cash Flow Growth
We work with you to build up your cash flow reserves and grow your cash flow. Everything is easier with better cash flow.
Profitability Analysis
We crunch the numbers for you so you can get clear on the most profitable areas of your business and make data-driven decisions to grow it.
Timely Financial Reports
Gain real-time insights into your business’s financial performance, empowering you to make informed decisions.
Cost Savings & Optimization
Improve your bottom line by reducing unnecessary expenses and building a budget that is aligned with your values and goals.
Tax-Ready Books
We help you make sure that your tax time is a breeze. Avoid last-minute stress and costly errors during tax preparation with clean, accurate financial records.
Our Financial Services are perfect for
BUSINESS OWNERS
AGENCIES
Startups
creators
COACHES
sasspreneurs
YOUTUBERS
influencers
high growth businesses
Tech We Use
Choose Your Plan
Every business is unique, and these are where are our plans start at.
PRO
For Businesses Under $250k in Revenue
Annual Financial Goal Setting
Monthly Bookkeeping
Unlimited Transactions
Unlimited Communication
Up to 5 Bank/Credit Accounts
Quarterly Profit Reviews and Deep Dives (Live Meeting)
Monthly Financial Debriefs (Dashboards, Financial Reports, and Video)
$550/m
Our contracts are 12 months. These are estimates.
PreMIUM
For Businesses Between $250K-600K in Revenue
Everthing in PRO, plus
Bi-weekly Bookkeeping
Unlimited Bank Accounts
Monthly Financial Strategy Reviews (45 min)
12 Month Budget Process with Quarterly Reviews
Payroll Review
1099 Filing Support
Compliance Reminders
Quickbooks Subscription
$1,500/m
Our contracts are 12 months. These are estimates.
ULTRA
For Businesses Above $600K in
Everything in Premium, plus
Ad Spend Tracking + Analytics
Accounting Policies and Procedures
13 Week Cash Flow Forecasting
Invoicing and Billing
Vendor Management and Payments
Semi-Annual Internal Audits
$2,500/m
Our contracts are 12 months. These are estimates.
Our Fractional CFO Services will help you 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 Fractional CFOs 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.
Here are some questions you might have
about Fractional CFO & Our Financial Services
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.
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