Modern CFO

Fractional CFO
and Advisory Services

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Unlock your potential

provide long-term
strategic solutions

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We embrace the latest tech to drive business growth Find Your Solution

Mission

Mission

Our mission at Modern CFO is to revolutionize the way small and mid-size companies grow.

Vision

Vision

Modern CFO aspires to be the catalyst for positive change

Values

Values

Teamwork and client partnership are central to our approach for mutual success.

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Our Commitment To You

At Modern CFO, we empower you, the business owner, by crafting custom tools that seamlessly integrate with your existing setup, propelling you towards success. We partner ​with business owners by:

  • Providing the insight to shift the business

  • Bringing clarity to the financial data in clear

  • Educating and training on financial terminology

  • Developing a strategy that aligns with your business

Rush Shah

Our Services

FRACTIONAL CFO AND ADVISORY SERVICES

Budgeting and Forecasting

Elevate your financial planning with expert budgeting and forecasting services.

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Operational Cost Optimization

Enhance operational efficiency by identifying and implementing cost-saving strategies.

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Cash Flow
Forecasting

Take control of your cash flow with accurate forecasting.We develop robust models to help you...

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At Modern CFO,
we are here to assist you

Contact Us
testimonials

This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute lorem ipsum in voluptate velit esse.

Jessica Brown

- Customer

This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute lorem ipsum in voluptate velit esse.

Harry Brown

- Customer

This is due to their excellent service, competitive pricing and customer support. It’s throughly refresing to get such a personal touch. Duis aute lorem ipsum in voluptate velit esse.

Selena Brown

- Customer
Case Studies

Our Latest Case Studies

Cash flow issues

The importance of planning ahead

Cash flow issues

The importance of planning ahead

A global physical therapy company was growing at a rapid pace, but the company was consistently facing cash flow issues.

M&A

Identifying opportunities for growth

M&A

Identifying opportunities for growth

A major medical group was growing through acquisitions.

Digital Transformation

Utilizing Business Intelligence to improve operations

Digital Transformation

Utilizing Business Intelligence to improve operations

A healthcare company recently transitioned to new Electronic Medical Records (EMR) software
Our benefits

Why consider Modern CFO services?

As a business owner, you face constant challenges and competition. Amidst the daily hurdles and thinly spread resources, you've now become the "Chief Everything Officer" of your business, and it's easy to lose sight of your financial goals.

  • Long-term success

  • Focus core strengths

Digital transformation

77%

Financial operations

38%
Top of your existing accounting functions

What does a Modern CFO do?

As your company grows, so does your team. Accounting only focuses on past performance. To support growth, you need a partner to execute your financial goals.

90%

Accounting
functions

50%

Strategic
solutions

Past:

How did we get here? What worked and did not work? And why?

Present:

Are we where we want to be? What’s working and what’s not working? And why?

Future:

Where do we want to be, and how will we get there? What are the roadblocks ahead? Do we have the proper tools to achieve our goals, and if not, what steps are we taking to get there?

direct from the blog

News & Articles

20 oct

Revolutionizing Business Success: The Impact of Fractional CFOs

What is a Fractional CFO and how can they help your business?

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20 oct

The Evolving Role of the CFO: Traditional vs. Modern

How has the role of the CFO evolved over time?

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20 oct

Understanding Key Roles in Finance and Accounting

What are the typical roles in finance and accounting that are crucial for a...

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