Ongoing Advisory Services
Leverage your financial data to grow your business with help from our fractional CFO and advisory services. You'll get expert guidance and insights, including advanced financial reporting and strategic advice, without being locked into a full-time commitment.
Expert Guidance, On Demand
With our Zenbooks fractional CFO and advisory services, you’re not just getting a finance team – you’re gaining a trusted partner who helps you make informed decisions that drive your business forward. With flexible assistance tailored to your unique needs, you’ll get the clarity you deserve.
Whether you’re looking for help managing risk, controlling costs, or solving operational bottlenecks, we simplify the complex to get you on the road to sustainable growth.
Our Services, Your Peace of Mind
Controllership
- Monitoring of 5 key goals
- A/R & A/P monitoring
- Budgeting support
- Cost control strategies
- Proactive tax advisory
- Enhanced CRA/IRS representation
Future-Focused
- Cash flow projections
- Financial forecasts
- Custom management reporting
- Capital management
- Profit maximization strategies
Get a Clear Path to Growth
Our advisory services don’t just give you numbers–we provide actionable insights. During an initial assessment, we’ll take the time to evaluate your current financial position, review your goals, and identify areas to focus on. From there, we’ll craft a tailored action plan that outlines necessary changes.
Our team’s varied skill sets and cross-disciplinary experience allow us to approach your business's unique challenges from multiple perspectives. With Zenbooks, you’ll have the peace of mind that comes from knowing every angle has been analyzed and optimized.
Discover how Zenbooks can help you solve business challenges–schedule a complimentary consultation today.
(833) 936-5433Client Reviews
Excellent Modern Accounting firm to work with. Recommended!
Frequently Asked Questions About Our Advisory Assistance
How do your fractional CFO services work?
Do I need an existing finance team to use your advisory services?
What if my business is just starting out?
Who We Help…
If you’re an entrepreneur, small, or midsize business owner looking for a modern approach to accounting, one that’s based on your long-term goals instead of transactional services, we’re here for you. While we can assist those in many industries, we most often have the pleasure of helping those in the following verticals:
E-Commerce
Professional Services
Non-Profits
Software as a Service (SaaS)
Marketing and Creative Agencies
About Us
We’re a small business helping other small businesses streamline operations, achieve financial stability, and maintain work-life balance.
Seeing firsthand the gap between business needs and available financial technology, we created Zenbooks–a full finance team focused on empowering the modern business owner.
Small Business Resources
Podcast
Listen in for new ideas and inspiration as industry experts dive into key business topics.
Insights
Explore our library of articles, each packed with information that helps you navigate the landscape.
FAQs
From our services to our tech and tools, you’ve got questions. We’ve got answers.
Business Clarity That Helps You Breathe Easy
Achieve your business goals and peace of mind with Zenbooks. As both your finance team and business advisor, we empower you every step of the way.
