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Gain CFO-level financial clarity, strategic guidance, and growth support without the cost of a full-time hire.

Gain reliable, decision-ready financial information and scalable accounting support without the overhead of managing an internal team.

Plan ahead, maintain tax compliance, and identify opportunities to reduce liabilities with tax services integrated into accounting throughout the year.

Fractional CFO services

Exact Partners provides experienced financial leadership on a tailored monthly scope, giving founder-led and scaling businesses CFO-level guidance without a full-time hire. Engagements can include financial forecasting and scenario modeling, cash flow and KPI management, margin and unit economics strategy, investor and board readiness, controller support, and finance systems implementation. Support is scoped to each business and can also be structured for interim leadership or defined projects such as a raise, acquisition, systems migration, or cleanup. Flat-rate pricing provides a predictable monthly cost, while the team embeds with clients to implement strategy, measure progress, and support informed decisions.

Category: Fractional CFO Services

• Model Decisions Before Acting
  Customized forecasts help businesses assess the financial implications of potential choices and plan for different outcomes using their financial data.
• Plan With Predictable Costs
  A flat monthly rate makes the cost of CFO support easier to plan for. Custom scope aligns the engagement with the business’s current needs rather than a one-size-fits-all package.
• Improve Cash Visibility
  Cash flow reports and liquidity planning give businesses clearer visibility into cash needs and support more informed decisions about their runway and operating plans.
• Improve Margins And Profitability
  Business-specific margin and unit economics analysis helps leaders identify profitable and underperforming areas and make informed pricing and cost decisions.
• Strengthen Stakeholder Confidence
  Board-ready reporting, investor updates, and financial storytelling help businesses communicate their financial position and plans to boards, investors, and other stakeholders.
• Close And Validate Financials
  Controller support helps establish accurate, timely financial information beneath the strategic work, so leaders can use reports and analysis with greater confidence.
• Track Performance In Real Time
  Custom dashboards and KPI tracking help businesses monitor key financial measures and access performance information without having to request it.
• Turn Financial Strategy Into Action
  The team supports implementation and progress measurement, helping businesses follow through on financial priorities rather than stopping at analysis or recommendations.
• Build Finance Systems That Scale
  Implementation and integration support helps adapt finance tools to the business’s needs, including accounting, automation, payroll, transaction workflows, inventory tracking, and reporting.
• Get Support For Critical Initiatives
  Businesses can access finance leadership for a specific event or temporary gap without committing to an ongoing engagement beyond the scope they need.

Outsourced Accounting Services

Exact Partners provides an ongoing outsourced accounting function for growing businesses, handling bookkeeping, transaction support, reconciliations, monthly close, and financial reporting. The service combines GAAP-compliant, audit-ready accounting with controller-level review, real-time dashboards, and customized financial systems. Engagements can include accounts payable and receivable workflows, payroll integrations, cash- or accrual-based accounting, and financial analysis. Scalable, flat-rate pricing and flexible scope let businesses access accounting expertise without managing an internal finance team.

Category: Accounting Services

• Keep Books Accurate And Organized
  Consistent transaction processing and reconciliations give businesses a clean accounting foundation for reporting and financial decisions.
• Deliver Audit-Ready Financials
  Reliable monthly closes produce accurate, organized financial statements that support compliance and provide a dependable basis for business decisions.
• See Financial Performance In Real Time
  Current reports and dashboards help owners, operators, and investors understand where money is going and monitor important financial measures.
• Strengthen Accuracy With Expert Review
  Additional review and oversight helps identify accounting errors, improve close quality, and keep financial reporting accurate.
• Streamline Vendor Payments
  Organized payment workflows help businesses manage accounts payable and keep vendor payments moving smoothly.
• Support Faster Customer Payments
  Accounts receivable setup and management helps businesses handle invoicing and payment processes more effectively.
• Organize And Connect Financial Systems
  System setup, cleanup, and integrations help businesses reduce confusing balances and maintain better-connected financial workflows.
• Improve Cash And Margin Visibility
  Forecasting and analysis help businesses understand cash flow and margins, assess financial performance, and plan next steps.
• Scale Accounting With Predictable Costs
  Monthly pricing and flexible service scope allow accounting support to adjust as a business grows without requiring it to build or rehire an internal team.
• Connect Payroll To Accounting
  Payroll integrations help align payroll information with accounting workflows and financial reporting.

Business Tax Services

Exact provides proactive, year-round business tax strategy and compliance integrated with day-to-day accounting. The service includes corporate income tax, sales tax, and 1099 filings; tax planning for entity selection and depreciation; and identification and filing of eligible federal and state tax credits. Cloud-based tools provide access to reports and filing status, while experienced U.S.-based CPAs support audit-ready books and documentation. Designed for startups, franchise operators, PE-backed companies, and other growing businesses, the service helps centralize tax operations and keep filings and accounting aligned.

• Plan Ahead To Reduce Tax Liabilities
  Make tax decisions throughout the year with strategic reviews, entity analysis, depreciation planning, and monitoring of changing laws and credits, rather than relying only on return filing.
• Maintain Compliance With Integrated Filings
  Keep required business tax filings organized and connected to accounting activity, with support for corporate income tax, sales tax, and 1099s.
• Keep Tax And Accounting In Sync
  Coordinate tax work with daily accounting activity in a connected system, reducing duplicate data entry and helping keep filings aligned with the books.
• Identify And Claim Eligible Tax Credits
  Review potential federal and state credit opportunities and handle filing for eligible credits, including R&D, employee retention, and work opportunity credits.
• Keep Filings And Records Audit-Ready
  Maintain books, tax filings, and supporting documentation in an audit-ready state as part of ongoing compliance work.
• Access Reports And Filing Status
  Use cloud-based tools to view tax reports and filing status in real time, with oversight from experienced U.S.-based tax professionals.
• Scale Tax Support With Your Business
  Use tax support designed to scale with growing businesses, including startups, franchise operators, and businesses managing multiple entities or locations.