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Boost Financial Clarity, Cash Flow & Profitability
Do you feel overwhelmed by your company’s financials? Struggling with cash flow management, inconsistent reporting, or just trying to make sense of complex data? I help business owners like you turn financial chaos into clarity—giving you the insights and strategies you need to grow profitably and sustainably.
Fractional CFO
What's a Fractional CFO?
A strategic leader with extensive experience in finance, accounting and treasury. As the name implies, a Fractional CFO is a part-time, outsourced or virtual CFO.
The scope of responsibility and time commitment are scalable, and the fractional cost is highly attractive. In fact, the annual compensation of a full-time CFO can easily exceed $300,000 for a midsize business.
An effective Fractional CFO possesses the same skills as a full-time CFO.
Fractional CFO
What's the Process?
First, a free initial consultation will determine if a Fractional CFO makes sense for your organization.
Next, in-person meetings for one or more days will occur to understand the organization’s needs and to determine a scope of work.
Finally, we’ll enter into a month-to-month agreement that is flexible enough for a specific short-term project or ongoing support without a predetermined end-date.
Advisory Services
Strategic Financial Leadership (Fractional CFO Services)
● Align your financial strategy with business goals
● Develop cash flow forecasts to avoid surprises
● Build custom financial dashboards for real-time insights
● Support business acquisitions, sales, and strategic planning
● Advise on debt management, capital planning, and investor relations
Financial Clarity & Analysis
● In-depth financial modeling and forecasting
● Analyze profit margins, cost structures, and pricing strategies
● Identify inefficiencies and opportunities to improve profitability
● Create custom reports and dashboards to support key decisions
● Waterfall calculations for equity distributions and investments
Budgeting, Forecasting & Cash Flow Management
● Build detailed budgets and rolling forecasts
● Monitor cash flow to ensure financial stability
● Create pro forma statements for future planning and investment opportunities
Full-Scope Controllership & Accounting
● Oversee day-to-day accounting operations (AP, AR, GL)
● Ensure GAAP compliance and proper financial reporting
● Manage month-end close and account reconciliations
● Implement or optimize accounting systems for efficiency
Audit Readiness, Compliance & Due Diligence
● Prepare for external audits and ensure compliance
● Support due diligence processes for M&A or fundraising
● Assist with litigation support, quality of earnings, and financial documentation
Keller Advisory Services, LLC is led by Thomas Keller, CPA. Tommy combines big-picture strategic thinking with meticulous attention to detail—helping you make informed decisions supported by actionable data.
Let’s Talk!
Advisory Services
Specialized Expertise Across Industries
Specialized Expertise Across Industries
Specialized Expertise Across Industries
● Construction & Development
● Real Estate & Multifamily Residential
● Manufacturing & Fabrication
● Energy
● Music, Entertainment & Sports
● Non-Profit & Government
● Homeowners Associations (HOAs)
Tools & Software
Specialized Expertise Across Industries
Specialized Expertise Across Industries
● Enterprise Systems: Oracle, Hyperion, PeopleSoft Financials
● Accounting Software: QuickBooks, Yardi, Solomon
● Advanced Excel: Pivot tables, VLOOKUPs, complex financial modeling
● Industry-Specific Tools: Textura, Procore
Thomas Keller, CPA
Tommy’s progressive finance and accounting experience is wide ranging. Public accounting and corporate finance; small and large businesses; public and private equity backed companies; millions to billions in revenue; and diversity of industry. His early career as a financial analyst and external auditor prepared him for future financial leadership roles. As controller and CFO, he balances strategic thinking and attention to detail.
Besides a finance and accounting professional, Tommy is an entrepreneur. As co-founder and CEO of an independent record label, Tommy signed singer-songwriters from the Southeast and Pacific Northwest. The label’s music catalog was heard on cable television and in rotation on Sirius XM. Signed artists performed at the request of organizations like Apple.
Tommy is a licensed Certified Public Accountant (CPA) and a graduate of Stetson University with a Bachelor of Business Administration and Master of Accountancy (MAcc).
With his expertise, Tommy is the short-term or long-term solution for your business. If your business needs temporary assistance during a transition or an on-going Fractional CFO, contact Tommy Keller today.