Fractional CFO Solutions

Fractional
CFO Solutions

CRP provides strategic advisory services and financial leadership to businesses for sustainable and profitable growth

Is your business ready to get results like these?

GROSS PROFIT MARGIN IMPROVEMENT

NET MARGIN IMPROVMENT

BOOST IN YEAR-OVER-YEAR CASH FLOW

DEBT
REDUCTION

Elevate Beyond Basic Financial Management...

Envisioning your business at its peak potential often means having a keen insight into its financial underpinnings.

Without the guidance of a Chief Financial Officer (CFO), your business might miss out on the clarity that comes from expertly interpreted financial statements, cash flow forecasts, budgets, and projections.

These elements, when accurately harnessed, are not mere data points but pivotal tools for strategic decision-making.

Consider the possibilities if every business decision you faced was underpinned by thorough, continuous financial analysis.

Challenges that may currently seem daunting could transform into opportunities for growth, with the right insight acting as a compass guiding your business strategy.

Without the foresight and expertise of a fractional CFO, your business might not be leveraging its full potential to navigate through financial complexities with confidence.

The absence of such a strategic partnership could mean missed opportunities for not just surviving but thriving in your market, turning potential financial victories into overlooked chances for success.

You Deserve More Than Just Financial Management You Deserve a Strategic Partner

Attain a deeper understanding of ongoing developments within your company.

Embrace wearing just one hat—the CEO hat—and lead with greater confidence.

Immerse yourself in a strategic partnership providing financial guardrails for your business.

Enjoy the peace of mind of having steadfast and reliable financial management by your side.

Embrace the Strategic Partner You Truly Deserve!

With CRP at your side, you’re not just navigating the business landscape; you’re mastering it.

We delve deep into the fabric of your operations, uncovering opportunities hidden in plain sight and steering you clear of potential pitfalls.

Our partnership is more than support; it’s a strategic alliance that illuminates your path to success, offering a clear, comprehensive view of where you stand and where you’re headed.

Meet our Clients

Scott Pearce
CEO of Appliance Connection

"Working with Carlos over the past 4 years has been transformative for our business. From the start, his patient guidance and strategic teaching approach helped us navigate through financial challenges. We've not only paid off over 60% of our consumer debt but also transitioned from daily financial struggles to having retained earnings. Carlos played a crucial role in successfully guiding us through a complex business acquisition, offering sound advice every step of the way. Beyond financial consulting, he provides a levelheaded perspective that extends to various areas of our business, fostering personal and professional growth. Thanks to Carlos, our approach to managing the team is now driven by our hearts, not just dictated by account balances. His impact has been truly invaluable.

Nathan Nichols
COO of Amber Electrical

"We have been with Carlos for over 3 years now, and it has been a game changer for our Company. His financial acumen and strategic insights have not only improved our bottom line but also streamlined our operations. Carlos is an invaluable asset to our leadership team, driving our success with unwavering dedication and expertise. His dedication to our core values and vision has allowed him to fit right in as a part of our team not only professionally but personally as he navigates the vision of a family-owned business."

Samuel Banks
Director and General Counsel at Doctors Express

“As the Managing Director of a mid-size company, I face the distinct challenge of ensuring financial stability whilst balancing multiple operational duties. Over the past 4 years, Carlos has consistently provided indispensable perspectives that have significantly streamlined our executive decision-making processes. The financial picture was quite scary as we entered the pandemic. However, with Carlos' guidance and trusted advice, we were able to successfully navigate the complex financial terrain and emerge as a stronger organization, without laying-off a single staff member. Carlos' continuous contribution and proficiency in financial and operational management are invaluable to our company's growth and stability"

Dan Nowak
CEO of Brazen Standard Hospitality

"I've been working with Carlos for 3+ years now and the most value Carlos has delivered is by helping our focus remain on big picture financials and how the day to day operations affect the bottom line. In terms of the impact his services have had on our business...I truly feel like we would not still be in business without his guidance. During COVID in 2020, our business in the hospitality industry was hit extremely hard. We were on the verge of financial failure. Through a lot of hard work we have pulled through and now are expecting to turn our biggest profit ever in 2024"

Nice to meet you

I'm Carlos Ramirez

At the beginning of my career, I immersed myself in the world of accounting as a CPA, specializing in traditional audit, tax, and accounting services.

However, I soon became frustrated as my work lacked the impact I knew I was capable of having.

Clients typically sought my guidance after decisions were finalized, and not being part of the decision-making process left me eager for a more involved role.

OUR VISION

A steadfast commitment to provide business owners with crucial knowledge, tools, and strategic insights needed to confidently navigate today’s dynamic business landscape.

OUR MISSION

We don't stop at numbers; our mission is to guide your business into a thriving hub of profits and cash flows to powerfully transform and impact your business through our services.

You are ready for our services when..

Your company is surging ahead, experiencing rapid growth.
You aspire to diminish stress and chart a course for long-term profitability.
You're poised to undergo exponential growth and assemble your dream team.
You're ready to be a bold leader, confronting challenges and making decisive moves.
Past experiences with financial experts have been unsatisfactory, and you seek a trustworthy partnership.
Concerns about business instability due to rapid growth without proper financial systems keep you up at night.

Our Guarantee

Aligning with us means having an executive-level ally who comprehends your unique business needs. If after 30 days you feel we have not added value, you can ask for a full refund, no questions asked. The same is true for our month-to-month services, they afford you the flexibility to walk away risk-free.

Frequently Asked Questions

1. What exactly is a Fractional CFO, and how can it benefit my business?

A Fractional CFO provides part-time CFO services to businesses, offering strategic financial guidance without the cost of a full-time CFO. This service can benefit your business by providing expert financial insight, strategic planning, and guidance to optimize financial performance and drive sustainable growth.

2.How do you conduct financial and operational assessments, and what insights can I expect to gain from them?

We conduct comprehensive financial and operational assessments to provide a clear picture of your business's current state and identify areas for improvement. You can expect to gain insights into your financial health, operational efficiency, and areas of opportunity for growth and optimization.

3.How does your service help me understand where my business currently stands and where I want to take it?

During our assessments, we may identify issues such as cash flow challenges,
inefficient processes, or strategic misalignment. We help address these issues by
providing tailored recommendations, implementing strategic initiatives, and
providing ongoing support and guidance to ensure sustainable improvement.

4.What sets your strategic planning process apart from other consulting firms?

Our strategic planning process is tailored to the unique needs and goals of your business, incorporating financial expertise, operational insights, and a focus on tangible results. We prioritize collaboration and communication to ensure alignment and commitment throughout the planning process.

5.Can you provide examples of how your services have helped businesses overcome specific challenges, such as cash flow issues or growth constraints?

We have helped businesses improve cash flow by implementing more efficient billing and collections processes, optimize growth by identifying new market opportunities, and overcome operational constraints by streamlining workflows and optimizing resource allocation.

6. What level of involvement do you typically have with clients, and how often do we interact?

Our level of involvement varies depending on the specific needs of each client, but we typically maintain regular communication and collaboration throughout the engagement. We prioritize transparency, accessibility, and responsiveness to ensure that our clients receive the support and guidance they need.

7. How do you tailor your services to meet the unique needs and goals of my business?

We take the time to understand your business's unique challenges, goals, and opportunities, and tailor our services accordingly. Whether you need help with financial strategy, operational execution, or both, we develop customized solutions to address your specific needs and drive sustainable growth.

8. Why should I hire a Fractional CFO if my business is already successful?

CFO services are crucial at every growth stage to prioritize financial health and plan
for sustained success.

9. Can I make good choices to grow my business without learning more about the finances?

As your company scales, finances become more complex. KFE works with you to ensure informed decisions for sustainable growth.