Services
Fractional CFO Services in Baton Rouge
Senior financial leadership for a fraction of a full-time salary: forecasts, KPIs, cash planning and a 12 step strategy aimed at doubling profit in a year or less.
What a fractional CFO gives you
A 12 step profit and cash flow strategy
Actionable financial data every month
Processes that free you from the day to day
A finance partner for big decisions
What a Fractional CFO Does
Most owners are making big decisions on instinct because the numbers arrive late and say little. A fractional CFO changes that. Cary works with you part time to turn financial data into forecasts, targets and a plan you can act on.
He has advised owners since 1982 as a CPA and since 1992 as a certified ontological coach, and he coordinates with your outside CPA, attorney, payroll service and insurance broker so the whole back office pulls in one direction.
What’s Included
Every engagement is scoped to your business. These are the areas Cary most often leads.
Profit and cash flow
A 12 step strategy to maximize profit and cash
Rolling cash flow forecasts
Pricing and margin analysis
Managing by the numbers
Actionable financial data each month
KPIs and dashboards for the owner
Monthly review of results against plan
Systems and people
A system of processes for critical functions
Management and development of accounting staff
Clear owner and team responsibilities
Outside partners
Coordination with your CPA for audit and tax
Coordination with outside legal counsel
Help with HR benefits and insurance programs
Problems We Solve
If any of these sound familiar, the business has outgrown bookkeeping alone.
Sales grow, profit does not
More revenue is covering more cost, and no one can say which work actually pays.
Cash surprises
The bank balance decides what happens next, instead of a forecast.
Reports you cannot act on
Statements arrive late and no one translates them into decisions.
Lenders want projections
A bank or investor asks for forecasts you cannot produce quickly.
Who It’s For
Cary works with established, owner-led companies in Louisiana and remotely.
Book a Free ConsultManufacturers and distributors
Inventory, margin and equipment decisions.
Construction and trades
Job costing, equipment and uneven project cash.
Professional services
Capacity, pricing and profit by client.
Owners planning a big move
Hiring, expanding, buying equipment or selling.
How It Works
A clear path from the first conversation to steady, ongoing support.
1. Free consult
Cary reviews your numbers, goals and what is in the way, at no cost.
2. Profit and cash plan
You get the 12 step strategy applied to your business, with targets.
3. Monthly CFO meetings
Review results, update the forecast and decide what happens next.
4. Ongoing support
A finance partner on call between meetings, plus coordination with your CPA.
Frequently Asked Questions
Answers to the questions Louisiana owners ask most.
How is a fractional CFO different from my CPA?
Your CPA files returns for a year that has ended. A fractional CFO works with you during the year on forecasts, pricing, margins and cash, then hands your CPA clean records at filing time.
How much time does it take from me?
Most owners spend a scheduled monthly review plus short check-ins. The point of the work is to give you time back, not to add meetings.
Can you really double profits in a year?
That is the goal of the 12 step strategy and Cary has done it with many businesses, but it depends on your margins, pricing and costs. He tells you what is realistic in the free consult.
Do I need clean books first?
No. If the books need work, Cary can manage the cleanup or provide the accounting staff to do it.
Hi, I am Cary.
Have a question that is not answered here? Reach out any time.
Related Services
Accounting Management
An accounting department that closes on time and reports clearly.
Strategic Planning
Design the business you want and build the plan to get there.
Talk With Cary
Questions about fractional CFO, accounting management, bookkeeping or strategic planning? Call, email or book a free consult.
Areas served
Baton Rouge and south Louisiana, including Ascension, Livingston, Tangipahoa, St. Tammany, Lafayette and Lafourche parishes.
Phone
Office hours
Monday to Friday, 10am to 6pm Central Time