OUTSOURCED services

 We provide seasoned financial leadership to oversee your accounting, support strategic planning, and strengthen internal controls.

Services include:

Oversight of month-end and financial operations

Internal control documentation and implementation

Audit preparation and PBC list management

Forecasting and scenario planning

Financial dashboard and KPI development

Liaison with auditors, bankers, and board members

Best for: Businesses going through leadership transitions, Businesses preparing for M&A, or fractional for external audits

We run your monthly close with the discipline of an internal finance team, delivering timely reports that drive better decisions.

Services include:

Accrual-based monthly and quarterly close

Journal entries and GL tie-outs

GAAP-compliant financial statements

Variance analysis and budget vs. actuals

Custom management reports for leadership teams

Best for: Organizations needing investor-ready financials, lender compliance, or deeper performance insights. 

We manage your day-to-day financial transactions with accuracy and efficiency, ensuring a clean foundation for strategic reporting.

Services include:

Cloud-based bookkeeping (QuickBooks, Zoho, Xero, NetSuite)

Accounts payable and receivable workflows

Bank and credit card reconciliations

Vendor bill payments and approvals

Expense tracking and classification

Inventory and COGS tracking (for product-based businesses)

Best for: Early-stage or growth businesses that need a solid back-office without the overhead of in-house staff.

At SPO CPA, our Fractional CFO & Advisory Services are designed to bring enterprise-level financial strategy to growth-stage and mid-market businesses—without the full-time cost. We provide seasoned CFO leadership on a flexible basis to help you scale confidently, raise capital, manage cash flow, and prepare for transactions or audits.

Whether you're a founder navigating your first funding round, a construction company managing multi-entity operations, or a PE-backed business aiming to optimize margins and reporting, SPO CPA delivers the financial clarity and control you need to grow with confidence.

Services include:

Strategic Planning & Forecasting: We build dynamic 3- and 5-year financial models, help set budgets, and run scenario analyses to support smart decision-making and board communications.

Investor Readiness: SPO CPA ensures your books, KPIs, and forecasts are audit- and diligence-ready for VC, PE, or bank financing. We prepare financial materials, manage investor dashboards, and coordinate due diligence.

Cash Flow & Liquidity Management: We develop rolling 13-week cash flow forecasts, optimize payment strategies, and model capital needs to help you stay ahead of risks and opportunities.

KPI Development & Margin Optimization: We build dashboards and performance frameworks to monitor gross margin, unit economics, and operational efficiency.

M&A & Exit Support: SPO CPA supports financial cleanup, normalized EBITDA analysis, and integration planning for buy- or sell-side transactions.

Board & Lender Reporting: We prepare executive-level financial packages, variance reports, and covenant tracking tools to keep stakeholders informed and confident.

We specialize in construction, Consumer Products, and Healthcare, serving clients from $1M to over $100M in revenue. Our flexible model includes ongoing retainers, interim leadership, and project-based engagements.

SPO CPA gives you strategic finance without the overhead—so you can focus on what matters most: building your business.