Fractional CFO Services
Fractional CFO Services
Small business owners need more than financial reports—they need timely insight, strategic guidance, and a clear plan for moving forward. TNA 360 Advisors provides Fractional CFO Services that give growing businesses access to experienced financial leadership without the expense of hiring a full-time chief financial officer.
Our Fractional CFO professionals integrate quickly into your business, assess your financial position, and help you address immediate priorities while building a stronger foundation for sustainable growth. Whether you need help improving cash flow, establishing financial controls, preparing for expansion, or making a critical business decision, we provide practical guidance tailored to your goals.
Flexible, Cost-Effective Financial Leadership
Receive high-level financial expertise based on your company’s needs and stage of growth. Our flexible service options give your business access to strategic CFO support without the salary, benefits, and long-term commitment associated with a full-time executive.
Build Financial Momentum
We transform financial information into actionable business intelligence. By identifying opportunities, resolving financial bottlenecks, and establishing measurable priorities, we help business owners make informed decisions and achieve better results more efficiently.
Business Entity Formation
A strong business begins with the right foundation. TNA 360 Advisors helps business owners evaluate entity options from a financial and tax perspective, coordinate formation requirements, and establish the reporting and compliance systems needed to operate effectively.
We work alongside your legal and tax professionals when necessary to help ensure your business structure supports your current operations and long-term objectives.
Business Entity Conversion
As your business grows, the entity structure you started with may no longer provide the best financial, operational, or tax results. We help evaluate whether a conversion—such as electing S corporation taxation, restructuring ownership, or adding a business partner—aligns with your goals.
Our team assists with financial analysis, implementation planning, and coordination with the appropriate tax and legal professionals to support a smooth transition.
Strategic Tax Planning and Analysis
We take a proactive approach to taxes by incorporating tax considerations into your company’s broader financial strategy. Our team evaluates cash flow, profitability, compensation, entity structure, available deductions, tax credits, and other planning opportunities throughout the year.
The objective is to help your business reduce unnecessary tax exposure, improve financial efficiency, and avoid year-end surprises.
Tax Compliance and Filing Coordination
Accurate and timely tax compliance is essential to protecting your business. We help organize financial records, monitor filing requirements, coordinate tax preparation, and support communication with your tax professionals.
Where tax preparation is included in the engagement, our team prepares and files the applicable returns while helping your business remain compliant, organized, and audit-ready.
Cash-Flow Management
Profitability does not always mean that cash is available when your business needs it. We analyze the timing of cash inflows and outflows, identify potential shortfalls, and recommend strategies for improving liquidity.
This may include strengthening collection procedures, managing expenses, planning tax payments, evaluating financing needs, and maintaining appropriate cash reserves.
Financial Reporting and KPI Analysis
We provide clear management reports that help you understand how your business is performing. By monitoring key performance indicators, profitability, margins, expenses, and cash flow, we convert financial data into information you can use to run your business more effectively.
Risk Analysis and Strategic Financial Advisory
Every major business decision carries financial implications. We help you evaluate opportunities, identify vulnerabilities, model potential outcomes, and determine whether a decision supports your long-term strategy.
From hiring and expansion to equipment purchases, financing, pricing, and succession planning, TNA 360 Advisors gives you the financial perspective needed to make informed decisions and build a more resilient business.
Strategic Financial Guidance—When Your Business Needs It
With TNA 360 Advisors as your Fractional CFO partner, you gain more than outsourced financial support. You gain a strategic advisor committed to helping you strengthen profitability, manage cash flow, mitigate taxes, control risk, and prepare your business for sustainable growth.
