Advisory, controller and fractional CFO
A finance team,at a fixed monthly price.
Controller oversight, fractional CFO sessions, cash flow forecasting and lender-ready reporting from a team with REIT and institutional reporting experience.
- Pricing
- Fixed price, confirmed in writing
- Led by
- Salman Feroz, CPA, CMA
- Software
- QuickBooks Online and Xero
- Reply time
- Under one working day
Who it is for
Advisory, controller and fractional CFO: who this is built for
Forecasts, KPIs, lender packages and the oversight of a finance team, without hiring one.
Salman Feroz, CPA, CMA brings more than a decade of progressive accounting leadership across real estate, asset management, investment firms and REITs.
- Multi-staff, multi-account businesses that need a monthly management pack
- Multi-entity groups, real estate operators and scaling companies
- Owners preparing a financing package or lender reporting
- Buyers reviewing an acquisition, sellers preparing a sale
What is included
12 line items, handled
The full list from our service schedule. Each is covered inside the monthly plan or quoted as a one-time project where the work is a project.
- 01Business planningIncluded
- 02Financial forecastingIncluded
- 03BudgetingIncluded
- 04Cash flowIncluded
- 05Financing packagesIncluded
- 06Lender reportingIncluded
- 07Acquisition analysisIncluded
- 08Business purchase reviewIncluded
- 09Business sale preparationIncluded
- 10KPI dashboardsIncluded
- 11Management reportingIncluded
- 12Financial strategyIncluded
How it works
The sequence, start to finish
- 01
Diagnose the numbers
A financial health check: what is current, what is late, what is costing you.
- 02
A written plan
Fixed pricing, priorities and dates, not an open-ended engagement.
- 03
Monthly management pack
Budget versus actual, variance commentary, cash position and KPIs in a consistent format.
- 04
CFO sessions
Forecasts, financing and the numbers behind big decisions, as often as the plan sets.
Advisory, controller and fractional CFO: your questions
What is the difference between controller and fractional CFO?
Controller oversight is included from the Growth plan: controls, a clean monthly close and management reporting. Fractional CFO sessions, cash flow forecasting, KPI dashboards and lender and investor reporting are part of the Finance Team plan.
Can you prepare a financing package?
Yes. Financing packages and lender reporting are part of our advisory work, built from reconciled books and a forecast.
Do you help with buying or selling a business?
Yes. Acquisition analysis, business purchase review and business sale preparation on the accounting side. Legal and valuation opinions stay with your lawyer and valuator.
Do you provide audits?
No. The Accounting Doc does not provide audit or assurance engagements. We can work alongside your auditor.
The Accounting Doc does not provide audit or assurance engagements.
Get my advisory, controller and fractional cfo quote
Two questions, then where to reply. You hear from us within one working day with an indicative range and the plan that fits. The exact price is confirmed in writing before any work starts.
We never ask for confidential documents on this form. Secure upload happens after onboarding.
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