Most outsourced bookkeeping providers stop at the trial balance. Fractional CFO advisory is where the real value — and the real margin — sits for a CPA firm: clients will pay meaningfully more for someone who tells them what the numbers mean and what to do next, not just someone who produces the numbers.
This service is led by a Chartered Accountant with Big 4 and Big 6 advisory experience (KPMG, Grant Thornton, Deloitte), so the analysis is built to the same standard your firm's own senior staff would apply — at a fraction of what a full-time CFO hire would cost your client.
Each engagement includes a dedicated resource working up to 40 hours a week across your client base, depending on plan tier. Deliverables — models, dashboards, board decks — carry your firm's branding exclusively. Clients see a CFO working on their behalf through your firm; they never see Certa Finance referenced anywhere.
Firms bring us in for this service when a client is raising capital and needs investor-grade models, when a client's board wants monthly KPI reporting the internal team doesn't have bandwidth to build, or when a growing client has outgrown "just bookkeeping" but isn't ready to hire an in-house CFO.
Book a 15-minute discovery call and bring a real client situation — we'll tell you exactly how we'd approach it.
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