Fractional CFO Services In Bend, OR

If you are a business owner in Bend, Oregon, you know the struggles of trying to juggle and manage every aspect of the business. At Estmere, we are here to help take some of the stress off your shoulders. Our fractional CFO services provide clients with the financial insights they need for growth.

We take care of the finances to allow you to put more time and effort into other areas of your business at a fraction of the cost of a traditional CFO.

Proactive Communication

Project & Department Level Visibility

Dependable Financials

Proactive Communication

Project & Department Level Visibility

Dependable Financials

Our Fractional CFO Services In Bend

Our factional CFO services aim to empower our clients with the knowledge and data they need to make important decisions with confidence. From budgeting and cash flow projections to KPI reports and more, we are here to provide the visibility you need to thoroughly understand your business’s financial situation.

Monthly Cashflow Forecasts

Our monthly cashflow forecasts will provide insights into surpluses and any shortfalls to help you allocate funds in the most efficient way possible.

Growth & Goal Planning

In order to reach your goals, you have to have a clear plan in place in terms of how you will get there. We work with businesses to develop financial goals and plans with realistic timelines and actions they can take to get there.

Budgets & Projections

Our fractional CFO’s have years of experience when it comes to budgeting and projections. This information will give you the ability to allocate your resources efficiently and to make sure your spending and revenue are on track for the month.

Financial Dashboards with KPIs

We provide dashboards that allow you to view your business’ KPIs

Key insights include:

Year-on-year business performance
Quarter/month this year performance vs. the same time last year
Current year drill down on revenue, expenses, and profit
Month by month comparison of sales and expenses
A snapshot of your accounts receivables/payables and outstanding collections

Other Financial Services In Bend

Looking for full-service financial management? Estmere is here to be your partner, whether you’re looking for help with bookkeeping, payroll, invoicing, or anything in between. We are dedicated to helping businesses grow through affordable financial services.

Accounts Payable

Accounts Payable Management
Bill Payment

Accounts Receivable

Invoicing Services
Accounts Receivable Management

Payroll

1099 Vendor Tracking
Payroll Tax Administration
Employee Benefits
Management & Administration

Bookkeeping

Monthly Bookkeeping
Classifications & Job Casting
Account Reconciliations
End-of-Year Tax Package

Our Process

Discovery

Join us on a Discovery Call so we can learn about your business, industry and pain points.

After the call, we will email you a proposal with 2-3 engagement options.

Onboarding

When we’ve reached an agreement, your first month will be charged, and we’ll set you up on our Client Portal.

Then, you will meet your Account Manager on an Onboarding Call.

There, your Account Manager will review your current processes and make a plan to integrate with — and improve — those processes.

Financial Stewardship

Once you’ve completed your onboarding via the Client Portal, we’re ready to take over!

We will commence monthly service delivery per the scope of your service tier.

At this stage, we treat your company as if it were our own. We are your partners in finance, and your success is our business!

Why Estmere?

At Estmere, we have over 20 years of experience serving businesses in a variety of industries in Oregon. We understand the challenges that businesses face when it comes to financial management. If businesses didn’t find it difficult, we wouldn’t be here.

Our goal is to not only make sure your finances are in order but also to empower you with other important insights and data. We believe that having better visibility into your finances will help you make informed decisions to grow your business.

Working with Estmere has changed my business. Not only do they handle my bookkeeping and complex payroll needs, but Kristina also works with me as a senior and trusted member of my team. The work we’ve done on processes has also delivered tangible results, freeing up my time and increasing profit.

I’d recommend Estmere to anyone who needs to improve the performance of their company.

Louisa Da Silva

Owner & CEO, Vacation Property Gnomes

Unlock Your Potential With Estmere

We extend beyond traditional bookkeeping to become your outsourced finance department, dedicated to your success.

With deep insights at every operational level and proactive management, we anticipate challenges and ensure smooth financial operations, empowering you to focus on growth.

Join us, and transform your financial strategy into a cornerstone of your business success.