Advance Finance, LLC
Driving Businesses and People Forward
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Working With You To Improve Your Visibility and Effectiveness of Your Staff
Advance Finance specializes in Fractional Use CFO and Controller services for companies ranging from $0.1M to $25M in revenues.  We believe that these companies often have the need, but not the budget for an experienced CFO and/or Controller.  The fractional use model allows our clients their staff to reach their potential.  Some of the services we provide to our clients are:

  • Clean up services – get company ready for audit
  • Preparation of GAAP financial statements
  • Monthly reconciliation of all balance sheet accounts
  • Preparation/Review of monthly financial reporting
  • Analyzing monthly, quarterly, and annual performance
  • Development of 5yr financial models including income statement, balance sheet and statement of cash flows
  • Rolling 13 week cash flow forecasting
  • Due diligence for debt and equity transactions
  • Management of multiple accounting staffs ranging from 1-10 employees
  • Oversight of client Administration and Information Technology departments
  • Payroll services (in house and 3rd party)
  • Reformat Chart of Accounts to provide financial statement presentation by department/product line
  • Compensation planning for sales staff
  • Accounting software conversions



We also offer bookkeeping and accountant level services on a fractional use basis or will help you find the ideal candidate for your situation.  Our ability to find and place the correct person into your company along with the access to our staff allow them to be successful
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