Fractional CFO
Services

At Midwest CPA, we offer fractional CFO services to give your business expert financial support without the need for a full-time CFO. This is perfect for small to mid-sized companies looking for help with budgeting, cash flow, financial planning, and reporting. 

Our fractional CFOs provide high-level financial guidance and support when you need it, helping you make smart decisions and drive growth, all while keeping costs manageable. With Midwest CPA, you get tailored financial expertise that fits your specific needs and budget.

How We Help

Acquisition entrepreneurs, founders, and private equity firms partner with a fractional CFO from Midwest CPA for help navigating key points in the life of their businesses. Whether it be periods of high growth, uncertainty, or M&A transactions Midwest CPA has you covered. 

Manage Cash Flow

Manage cash proactively to ensure liquidity and plan for growth.

Plan for the Future

Define success and create a financial plan towards achieving key objectives.

Improve Reporting

Strengthen financial understanding for key stakeholders.

Better Decision Making

Make smarter decisions with better data and stronger planning

Why Hire a Fractional CFO Instead of a Full-Time CFO?

As an acquisition entrepreneur, business owner, or leader in a private equity firm, you juggle numerous responsibilities. Midwest CPA offers a cost-effective and flexible solution with our fractional CFO services, providing top-tier financial expertise without the high costs of a full-time hire.

Here are some of the benefits of a fractional CFO vs a full time one:

  • Cost Efficiency
  • Flexibility and Scalability
  • Immediate Expertise
  • Access to Specialized Skills
  • Customized Solutions
  • Focus on Core Business Activities
From acquisition to exit, Midwest CPA helps entrepreneurs prosper. 
 

Our fractional CFO services can help you obtain 80% of the value of a full time CFO at a fraction of the cost.

Recent Articles From Midwest CPA

Business Tax Filing Extensions: What They Do and Don’t Do

As a small business owner, tax season can be stressful, especially if you need extra time to organize your paperwork. Many entrepreneurs assume that filing a business tax extension payment deadline for small business automatically gives them more time to pay what they owe. Unfortunately, that’s not true. Understanding the difference between filing and payment deadlines is critical to avoid costly IRS penalties and interest. So, what is a business tax extension? A tax extension is a request to delay your filing deadline, not your payment deadline. For most businesses, this involves submitting IRS Form 7004 (or Form 4868 for sole proprietors) by your original due date so you get up to six extra months to submit your tax return. It’s a lifeline for busy entrepreneurs, but don’t confuse it with more time to pay what you owe.

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Post-Acquisition Integration: Your 100 Day Plan

Acquiring a business is just the beginning. The real challenge starts the moment the deal closes.

Without a strategic plan, new owners often hit what’s known as the J-curve: a dip in performance, cash flow, and operational stability before things start to improve. This period is critical, and how you handle it can define the long-term success of your new venture.

To thrive through this transition, you need to focus on three pillars: cash flow management, risk mitigation, and accounting system upgrades.

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Major Grocery Store Acquisition: Schnucks Expands in Wisconsin

In a move that’s shaking up the Midwest grocery landscape, Schnuck Markets has officially completed a significant grocery store acquisition by purchasing Festival Foods and Hometown Grocers. The deal brings 51 stores into Schnucks’ network, marking its most aggressive expansion into the Wisconsin market to date. This strategic merger is set to redefine grocery shopping in Wisconsin and signals a powerful play by Schnucks to strengthen its regional presence. With many customers wondering “why?”, here’s the Midwest CPA breakdown of what could be behind this strategic decision, and what it could mean for customers.

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