4.9 over 150+ project completed
Fractional CFO & Strategic Finance Advisory for Growing Businesses
High-level financial leadership, cash flow visibility, and strategic reporting without the cost of a full-time CFO. We help small and mid-sized businesses achieve their financial goals with expert guidance.
OUR SERVICES
Comprehensive financial advisory services designed to help your business thrive
Fractional CFO Services
Fractional CFO Services
Strategic financial leadership on a part-time basis, providing executive-level expertise without full-time costs.
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Financial Reporting & KPIs / Dashboards
Financial Reporting & KPIs / Dashboards
Board-ready reports and real-time KPI dashboards that provide visibility into your financial health.
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Financial Planning & Analysis (FP&A)
Financial Planning & Analysis (FP&A)
Comprehensive forecasting, scenario planning, and financial modeling to guide strategic decisions.
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Capital Raising & Investor/Lender Support
Capital Raising & Investor/Lender Support
Financial documentation and strategic guidance to support fundraising and financing efforts.
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Budgeting & Forecasting
Budgeting & Forecasting
Data-driven budgets and rolling forecasts to keep your business on track and prepared for growth.
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M&A and Transaction Support
M&A and Transaction Support
Financial due diligence, valuation support, and integration planning for mergers and acquisitions.
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Cash Flow & Working Capital Management
Cash Flow & Working Capital Management
Optimize cash flow, manage working capital, and ensure liquidity for operational excellence.
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Strategic Financial Leadership
Strategic Financial Leadership
Partner with your leadership team to align financial strategy with business goals and growth objectives.
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Industries We Serve
We partner with diverse organizations across multiple sectors, bringing specialized financial expertise to help businesses of all types achieve their strategic goals.
Our Process
A proven approach to transforming your financial operations
Discovery & Assessment
We start by understanding your business, financial processes, and strategic goals to identify opportunities for improvement.
Finance Strategy & Roadmap
Develop a comprehensive financial strategy and implementation roadmap tailored to your business objectives
Implementation & Ongoing Support
Execute the plan with hands-on support, implementing systems, processes, and best practices.
Reporting & Continuous Improvement
Deliver regular insights and reporting while continuously optimizing your financial operations.
E-commerce & Online Marketplaces
Strategic financial management for digital storefronts, optimizing profit margins and managing complex multi-channel revenue streams.
Logistics & Supply Chain Management
Enhancing operational efficiency through cost-effective supply chain strategies and robust financial oversight for transport & warehousing.
Leadership
Experienced professionals dedicated to your financial success
Mario A. Lopez, CPA
Founder | Fractional CFO | Strategic Financial Leader
Mario is an experienced CPA and finance leader specializing in fractional CFO services, FP&A, and strategic financial leadership. With executive education from Columbia Business School and The Wharton School, he helps businesses scale through smart financial planning.
Shaely Ruiz, BS
Senior Business Advisor | Professional Paralegal
Shaely Ruiz is a Senior Business Advisor and professional paralegal specializing in business operations, documentation, and compliance. She helps organizations streamline processes, maintain operational excellence, and support sustainable growth.
World-Class Talents
Professional Team - powered in Affiation with NextTeam, Accounting and Finance Experts.
- VETTED
Nicolas Martinez
Senior CPA at Big 4
- VETTED
Liora Benatar
Senior CPA, PF & A Us Tech
- VETTED
Sebastian Moreno
Real Estate & Capital Markets
Ready to Add a Fractional CFO to Your Team?
Let's discuss how strategic financial leadership can accelerate your business growth. Schedule a free consultation to explore how we can help. Book a Free Consultation
Let Us Find Your Next Super Talent
Employee as a Service
We’ll handle payments, billing, and admin tasks so you can focus on growth – without the administrative overhead.
Discover Our Expert Skillset
- Certified Public Accountant (CPA)
- Bookkeeper
- Accounting Analyst
- Accounts Payable Specialist
- Internal Auditor
- Financial Accountant
- Credit Controller
- Tax Compliance Specialist
- FP&A Manager
- Senior Financial Analyst
- Senior Finance Director
- Financial Controller
- Budget Analyst
- Director of Treasury
- Budget Analyst
- Financial Reporting Manager
- Senior FP&A Manager
- Financial Planning Manager
- Outsourced CFO
- Assistant Controller
- Senior Cost Analyst
- Risk Management Analyst
- Budget Manager
- Director of Financial Reporting
- Director of FP&A
- Finance Manager
- Interim CFO
- Corporate Financial Analyst
- Treasury Analyst
- Risk Manager
- Senior Budget Analyst
- Accounting Analyst
- Certified Public Accountant (CPA)
- Bookkeeper
- Accounting Analyst
- Accounts Payable Specialist
- Internal Auditor
- Financial Accountant
- Credit Controller
- Tax Compliance Specialist
- Senior Accountant
- Tax Accountant
- Cost Accountant
- Accounts Receivable Specialist
- Forensic Accountant
- Revenue Accountant
- Accounting Clerk
- GL (General Ledger) Accountant
- Tax Specialist
- Management Accountant
- Payroll Accountant
- Public Accountant
- Fixed Asset Accountant
- Accounting Coordinator
- Property Accountant
- Tax Compliance Specialist
- Tax Preparer
- Project Accountant
- Auditor
- Fund Accountant
- Inventory Accountant
- Compliance Accountant
- Credit Controller
- Financial Controller
- Digital Marketing Specialist
- Content Marketing Manager
- Email Marketing Specialist
- Performance Marketing Analyst
- Affiliate Marketing Specialist
- Brand Manager
- Paid Search Manager
- UI/UX Designer (Marketing Focus)
- Web Content Manager
- Digital Marketing Analyst
- Content Strategist
- SEM (Search Engine Marketing) Specialist
- E-commerce Marketing Specialist
- Branding Manager
- Conversion Rate Optimization (CRO) Specialist
- Paid Social Media Specialist
- Content Writer
- Marketing Project Manager
- SEO Specialist
- Social Media Manager
- SEM Analyst
- E-commerce Marketing Manager
- Branding Specialist
- Digital PR Specialist
- Digital Advertising Specialist
- Lead Generation Specialist
- Online Community Specialist
- B2B Marketing Specialist
- SEO Analyst
- Social Media Strategist
- Performance Marketing Specialist
- Affiliate Marketing Manager
- Brand Marketing Specialist
- Paid Search Specialist
- Video Marketing Specialist
- Marketing Campaign Manager
- App Marketing Specialist
- Management Consultant
- Risk Management Consultant
- Mergers and Acquisitions (M&A) Consultant
- Supply Chain Consultant
- Treasury Consultant
- Talent Management Consultant
- Investor Relations Consultant
- Business Consultant
- Process Improvement Consultant
- Digital Business Transformation Consultant
- Customer Experience Consultant
- Portfolio Management Consultant
- Investor Relations Consultant
- Tax Compliance Specialist
- Strategy Consultant
- Change Management Consultant
- Data Analytics Consultant
- Growth Strategy Consultant
- Product Development Consultant
- Tax Compliance Specialist
- Operations Consultant
- Procurement and Management Consultant
- Market Research Consultant
- Budgeting and Forecasting Consultant
- Organizational Change Consultant
- Tax Compliance Specialist
- Data Analysts
- Senior Data Analyst
- Sales Analyst
- Data Visualization Specialist
- Big Data Analyst
- Customer Insights Analyst
- Business Analyst
- Senior Business Analyst
- Marketing Data Analyst
- Data Quality Analyst
- Healthcare Data Analyst
- Pricing Analyst
- Financial Data Analyst
- Market Research Analyst
- Product Analyst
- Data Reporting Analyst
- Supply Chain Analyst
- Revenue Analyst
- Business Intelligence (BI) Analyst
- Operations Analyst
- SQL Data Analyst
- Data Science Analyst
- Risk Data Analyst
- Fraud Analyst
- Mergers and Acquisitions (M&A) Analyst
- Investment Associate
- Venture Capital Associate
- Portfolio Analyst
- Real Estate Investment Associate
- Structured Finance Analyst
- Alternative Investments Analyst
- Financial Modeling Expert
- M&A Associate
- Private Equity Analyst
- Equity Research Analyst
- Investment Banking Analyst
- Investment Consultant
- Investor Relations Specialist
- Corporate Development Analyst
- Valuation Specialist
- Investment Analyst
- Private Equity Associate
- Senior Equity Research Analyst
- Investment Banking Associate
- Investment Strategist
- ESG Analyst
- Equity Capital Markets Analyst
- Project Finance Consultant
- Senior Investment Analyst
- Venture Capital Analyst
- Equity Research Associate
- Real Estate Investment Analyst
- Impact Investment Analyst
- Strategic Investment Analyst
- Real Estate Investment Expert
- Market Research Analyst
