Serving US and Canadian businesses with $2M–$50M in annual revenue

Fractional CFO Services

From numbers to strategy.

Your business is growing, but your financial planning hasn’t kept up. We provide senior finance leadership, without the full-time cost.
Fractional CFO Services Hero

What we bring to the table

One foot in the details, one in the big picture, just like a true CFO should.
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Cash flow modeling and forecasting
Budgeting and scenario planning
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Strategic planning for growth or fundraising
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Board reporting and financial KPI dashboards

Industries of expertise

Why Firm Five?

We limit onboarding to two clients per month and cap accounts per team member. You always get our focused, undivided attention.
Meet Your Team

Meet Your Team

Get to know your accounting team before we start, no surprises.
Clear Game Plan

Clear Game Plan

We outline exactly what to expect, what we’ll deliver, and when.
Industry Expertise

Industry expertise

We don’t just understand your books, we understand your business.

Frequently Asked Questions

What does Firm Five actually do?

We are an expert team of CPAs who provide monthly bookkeeping and accounting. Our services are 100% custom to fit your business. Our team can handle one area of your monthly books, or lead your entire finance department as a Fractional Controller.
If your company’s annual revenues are between $2M and $50M, you are a strong fit for Firm Five.
Unfortunately, we only work with QBO and Xero at this time, but we are happy to migrate you over to either of the two accounting softwares.
Yes we do. We love cleaning up bookkeeping messes.
We’ve partnered with tax professionals across the country to provide an all in one solution. The tax professionals we work closely with operate independently from Firm Five and you will be billed separately by them. They handle all the tax filings and advice, and Firm Five answers all their accounting related questions.
You are also welcome to use your own local accountant and we can work with them.