(3) Positions -Fractional CFO CPA Tax Strategist Financial Planner

Strategic Business Team Opportunity
Fractional CFO | CPA Tax Strategist | Financial Planner
Remote | Part-Time | Growth-Focused | Entrepreneurial Team Environment

Im a seasoned small business owner of 10+ years, currently evaluating how to grow into new ventures including franchising, business buy and sell acquisitions, and scaling existing operations. I am also trying to manage business, personal, and family goals. Right now, Im working on a lean budget and need team members who are reasonable, collaborative, and ready to grow with me.

This is not a high-paying advisory board position. Im looking for smart, experienced professionals (possibly semi-retired or consulting on the side) who value long-term alignment over short-term billing. The right partners will help shape the next phase of growth and have the opportunity to scale with the business over time.

There are (3) positions listed below that the needs are easy to identify. If you are able to help with (1) or more of the below positions please let me know. There is potential for some overlap with the positions but wanted to be clear on what I needed.

Im building a Strategic Business Team with the following roles:

Fractional CFO Business Financial Strategist
Commitment: ~25 hours/month
Focus: Financial clarity, growth strategy, operational efficiency

• Develop financial forecasting, budgets, and strategic growth plans
• Analyze ROI on new business opportunities and capital expenditures
• Review pricing, margin optimization, and cost containment strategies
• Provide insight on scaling to multi-location or franchise models
• Evaluate existing business for continued growth or sale
• Debt consolidation
• Interface with bookkeepers and accountants to maintain visibility
• Interface with company managers to help implement growth and management plans
• Cash flow and profitability analysis
• Loan and financing evaluation (SBA, bank, private, equipment, etc.)

Ideal Background:

• Experience supporting small to mid-sized business owners
• Strong communicator and strategic thinker
• Preferably retired/semi-retired or consulting part-time

CPA / Tax Strategist Advanced Tax Planning & Entity Structuring
Commitment: Project-based with quarterly or as-needed check-ins
Focus: Tax efficiency, tax planning, compliance, and asset protection

• Design creative tax strategies for business and personal savings
• Review and advise on entity structure: LLC, S-Corp, Trusts, etc.
• Collaborate on tax-smart growth strategies for acquisitions or new ventures
• Consult on estate planning tools and long-term tax mitigation
• Create solutions for tax savings while maintaining profit visibility for financing
• Tax return review & filing
• Trust & estate tax strategy
• Asset protection and wealth transfer
• Advising on capital gains, depreciation, etc.
• Break down how business and personal items are paid and how they impact the overall financial plan

Ideal Background:

• Licensed CPA or EA with proactive tax strategy experience
• Familiar with business ownership structures and succession planning
• Strong communicator willing to suggestnot just prepare

Financial Planner Personal & Business Alignment
Commitment: As-needed consultation + annual reviews
Focus: Coordinating personal financial goals with business growth

• Create a holistic plan for retirement, estate, probate, and education savings
• Advise on insurance, risk management, and wealth accumulation
• Align personal goals with business cash flow and liquidity needs
• Coordinate with other team members to maintain a full financial picture
• Provide strategic investment recommendations aligned with overall goals

Ideal Background:

• Certified Financial Planner (CFP) or equivalent experience
• Familiar with entrepreneurs and high-growth transitions
• Comfortable advising in tandem with business entities and trusts

Ideal Candidates:

• Comfortable working part-time with flexible hours
• Interested in developing a long-term advisory relationship
• Enjoy helping an entrepreneur make strategic, financially sound decisions
• Collaborative mindset, willing to work with other advisors
• Values creative thinking, long-term planning, and integrity

Interested in These Roles?
Please reach out with an introduction, relevant experience, and your availability. Were looking to build a team that scales with the business.