Affordable Fractional CFO Solutions for your Business

Our Services

  • Financial planning and budgeting

    Capitalwise CFO Partners can help your business develop and implement comprehensive financial plans and budgets. We can also provide advice and guidance on financial decision-making to help your business achieve their goals.

  • Financial reporting and analysis

    We can provide businesses with accurate and timely financial reports, helping them understand their financial performance. We often conduct financial analysis to identify trends, areas of improvement, and potential risks to the business.

  • Tax Services

    Capitalwise CFO Partners assist individuals and businesses in the preparation and filing of federal, state, and local tax returns, as well as the completion of any required schedules and attachments. We can also assist with tax planning, helping you to strategize your business activities and financials to minimize your tax liability.

  • Cash flow management

    Managing cash flow is crucial for any business, and Capitalwise CFO Partners helps businesses effectively manage their cash flow by monitoring income and expenses, optimizing cash flow cycles, and offering strategies to improve cash flow efficiency.

  • Financial risk management

    We assist businesses in identifying and managing financial risks. We can help implement risk management strategies and develop contingency plans to mitigate potential financial risks, such as economic downturns or unexpected events.

  • Incorporation Services

    Are you ready to incorporate your business? Let us help you incorporate your company with ease and efficiency. Our team of CPA experts can guide you through the entire process, ensuring that your company is set up for success.

“Not only do they offer comprehensive financial solutions, but they also prioritize open communication and support. WE always feel comfortable reaching out with questions or concerns, and they are always quick to respond with expert advice and guidance.”

Maria Olapa, Co-Founder

“From our very first meeting, the team at Capitalwise CFO Partners impressed US with their expertise and professionalism. They took the time to understand OUR business objectives and financial goals, and provided invaluable guidance in areas such as budgeting, cash flow management, and financial strategy.”

Dylan Cheng, VP

"I have had the pleasure of working with the Capitalwise CFO Partners for the past year and I cannot speak highly enough about their services. As a business owner, I often found myself overwhelmed with financial decisions and struggling to make sense of my company's financial STATEMENTS.”

Jose Mercedes, Owner