Fractional Accounting Bookkeeping
& Services
Integrated Support for Financial Reporting, Planning, and Audit Readiness.
As Featured In
Fractional CFO/Accounting Services
Services led by CPAs, former Big-4 managers, and/or experienced accounting professionals.
Includes
Accounting Oversight
Monthly review of financials, guidance on accruals, fixed assets, expense categorization.
Financial Reporting
Accurate P&L, balance sheets, cash flow forecasts, variance analyses.
Internal Controls Implementation
Risk assessment, workflow documentation, fraud prevention
Bookkeeping System Setup
Design and configure best-fit accounting tools (QuickBooks, NetSuite, Xero)
Audit Readiness
Policies and documentation to satisfy 3rd-party auditors
Fractional Exit Planning Services
Led by certified exit planning, banking, and/or M&A experts.
Includes
Valuation & Readiness Assessment
Support third-party valuation and develop an actionable exit roadmap.
Dataroom & Deal Prep
Organize due diligence docs, SOPs, and financials for buyer review.
Deal Structuring & Advisor Coordination
Work with legal, tax, and M&A teams on structuring options and risk mitigation.
Value Enhancement Strategy
Identify growth levers and cleanup items to boost valuation multiples.
Tax, Compliance & Succession Readiness
Flag issues in structure, contracts, or governance that impact exit.
Buyer Outreach & LOI Support
Support early-stage buyer discussions and non-brokered term reviews.
Owner Coaching & Post-Exit Planning
Guide mindset shift, wealth transition, and long-term planning.
Compliance & Stakeholder Reporting Systems
FIN Portals offer a secure, cloud-based platform for firms and fractional partners to manage compliance tasks, filings, and stakeholder reporting—backed by experience with 200+ firms. Our system streamlines workflows, aligns teams, and integrates with existing tools—protected by Okta multi-factor authentication.
Supports reporting for ADV, accounting, audits, regulatory reviews, and more.
Features
White Labeling
Tailor with your brand identity and unique requirements.
Access Rights
Easily manage admin and user permissions.
Integrations
Integrate the app with your existing tools via API/SSO.
Compliance & Audit
Customizable workflows for training, disclosures, and audit reporting for all stakeholders.
Templates
Access over 100 ready-to-use templates or upload/edit your own forms for unmatched flexibility.
Dashboards for Admin, Staff Clients
Seamlessly navigate the app through an intuitive interface accessible to multiple team members.
File sharing and Document requests
Share files with other users or request information securely.
IT/Security consulting
Including IT/cyber consulting with our partners.
Videos
See our videos how our system helps manage compliance tasks—faster and easier.
Get started with task templates and downloadable forms—then let our fractional team walk you through setup, integrations, and next steps.
Desktop
Track deadlines and monitor tasks
Collaborate with fractional support teams
Upload and share key documents securely
Access pre-built templates and customizable forms
Mobile
Track deadlines and monitor tasks
Upload and share key documents securely