CPA-Led CFO Services
Fractional CFO Services in Union City, CA
Our CPA-led team provides fractional CFO services for startups and growing businesses in Union City, Fremont, Hayward and across the Bay Area. We give you senior financial leadership on a part-time basis: forecasts, cash flow management, budgets, board-ready reporting and strategic guidance, at a fraction of the cost of a full-time CFO. Book a free 30-minute consultation.
Why CFO Support Matters
Strategic Finance Before You Can Afford a Full-Time CFO
As a business grows, the financial questions get harder. How much runway do we have? When should we raise capital or take on debt? Can we afford the next three hires? Which customers and products actually make money? A bookkeeper records what happened, but most growing companies also need someone who can look ahead and turn the numbers into a plan.
A full-time CFO in the Bay Area is a major expense. Fractional CFO services give you the same kind of thinking, structure and accountability on a schedule and budget that fit your stage.
About Our CFO Services
Senior Financial Leadership, Built on Accurate Books
We start by making sure your accounting is accurate and closed on time each month, because every forecast depends on reliable data. From there we build the tools your leadership team needs: rolling forecasts, budgets, KPI dashboards and investor or lender reporting. We work in QuickBooks Online, Xero, NetSuite and common FP&A and spreadsheet tools, and we meet with you regularly to review results and adjust the plan. Engagements can be monthly, quarterly or project-based.
Services
CFO Services for Union City, Fremont & Hayward Businesses
Financial Forecasting & Modeling
Driver-based 12- to 36-month models covering revenue, headcount, expenses and cash, with scenarios for best, base and worst cases.
Cash Flow & Runway Management
Rolling 13-week cash forecasts, burn-rate tracking and working-capital improvements so you are never surprised by a shortfall.
Budgeting & Budget-vs-Actual Reviews
Annual operating budgets and monthly variance reviews that hold teams accountable to the plan.
Board & Investor Reporting
Clear monthly or quarterly reporting packages with financial statements, KPIs and commentary your board and investors can trust.
Fundraising & Financing Support
Financial models, data-room preparation and lender packages for equity rounds, SBA loans and credit lines.
KPI Dashboards & Unit Economics
Gross margin, CAC, LTV, receivable days and other metrics that show how the business is really performing.
Why Bay Area Businesses Choose Accountico
We combine CPA-led accounting discipline with practical, hands-on experience supporting small businesses and startups. Your accounting, tax and CFO work sit under one roof, so nothing gets lost between providers.
Benefits You Receive:
✔ CFO-level guidance without a full-time salary
✔ Reliable forecasts and cash visibility
✔ Board- and investor-ready reporting
✔ Better, data-backed decisions
✔ Accounting and tax coordinated in one place
✔ Fast, responsive communication
✔ Transparent pricing with no hidden fees
✔ 100% data confidentiality
Our Process
How Our Process Works
Free Consultation
We learn your business model, stage, goals and the decisions in front of you.
Financial Assessment
We review your books, reporting and cash position, and fix any accounting gaps.
Build the Toolkit
We create your forecast, budget, KPI dashboard and reporting package.
Ongoing CFO Support
Regular review meetings, updated forecasts and guidance as your business evolves.
Get started
Get the Financial Leadership Your Business Needs
Talk to our CPA-led team in Union City about fractional CFO services. Call (510) 400-9341, email info@accounticoinc.com, or visit us at 33476 Alvarado Niles Rd, Ste A007, Union City, CA 94587.
Credibility & Trust
Accountico Inc is a CPA-led accounting firm serving Union City, Fremont, Newark, Hayward and the wider Bay Area. We treat your financial data with strict confidentiality and give you clear, honest guidance you can act on with confidence.
