Call (561) 312-2653 to Schedule a Free Consultation
Call (561) 312-2653 to Schedule a Free Consultation
Fractional, Interim & Outsourced Solutions
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? We help business owners like you turn financial chaos into clarity—giving you the insights and strategies you need to grow profitably and sustainably.
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.
Our services are designed for small and medium sized businesses, including private equity portfolio companies.
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.
● Fractional/interim CFO
● Financial strategy
● Investor relations
● Lender & surety liaison
● Accounting, finance & treasury oversight
● Risk management
● Compliance
● Cash flow management
● Fundraising support
● M&A support
● Capital planning
● Debt management
● Collaboration with third-party advisors
● Annual budgets
● Monthly & long-term forecasts
● Financial models
● Scenario analysis
● Pro-forma financial statements
● 13-week cash flow forecasts
● Financial dashboards
● Key performance indicators
● Gross profit analysis
● Variance analysis
● Fractional/interim CFO
● LBO financial models
● Waterfall calculations
● Board presentations
● QoE & due diligence support
● Transaction support
● Post-acquisition support
● Opening balance sheets
● NWC true-up
● Adjusted EBITDA calculations
● PortCo & JV accounting
● Lender compliance
● Borrowing base certificates
● Fractional/interim controller
● Accounting oversight
● Financial reporting
● Policies & procedures
● Internal controls
● External audit support
● Technical accounting research
● ASC 606 (Revenue)
● ASC 842 (Leases)
● Process improvement
● System implementation
● Custom management reporting package
● Accrual financial statements
● Trailing 12-month financials
● Segmented financials
● Pro-forma financials
● Income statements
● Balance sheets
● Cash flow statements
● Work-in-process schedules
● Outsourced accounting
● QuickBooks clean-up
● Accounts receivable
● Accounts payable
● Prepaid expenses
● Accruals
● Fixed assets
● General ledger
● Journal entries
● Bank reconciliations
● Balance sheet reconciliations
● Payroll processing
● Construction & Development
● Real Estate & Multi-Family Residential
● Private Equity
● Manufacturing
● Professional Services
● Sports, Music & Entertainment
● Small & Medium Businesses
● Lower Middle Market
● Oracle
● Hyperion
● NetSuite
● Workday
● QuickBooks Online & Desktop
● Textura
● Procore
● ADP
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.
Florida
Washington, D.C.
Chicago, Illinois
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Sacramento, California
San Francisco, California
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This website is owned and operated by Keller Advisory Services, LLC (“Keller”). This website is intended for informational purposes only, and nothing contained in this website is intended to be a substitute for competent financial, accounting or tax advice from a retained professional. This website is not intended to create, and does not constitute, an accountant-client relationship. This website is provided on an “as is” basis, and Keller makes no warranty as to the accuracy, completeness or reliability of the information contained in this website. References to any third-party contained in this website should not be construed as an endorsement. Keller does not provide audit, review or assurance services.