Fractional CFO Services In Eugene, OR
Growing a business requires a lot of moving parts, time, and money. Our fractional CFO services help businesses grow by saving you time and money. We help our clients manage and better understand their finances. The best part about our services is they cost a fraction of the price of a traditional CFO.
With our fractional CFO services in Eugene, Oregon, you can spend more time running your business while also knowing that your finances are in good hands.
Proactive Communication
Project & Department Level Visibility
Dependable Financials
Proactive Communication
Project & Department Level Visibility
Dependable Financials
Our fractional CFO services will provide you with the knowledge you need to set actionable goals for growth and to make more informed decisions. We also offer bookkeeping, payroll, accounts receivable, and accounts payable services.
If you have questions about our fractional CFO services for businesses in Eugene, contact us today to learn more.
Monthly Cashflow Forecasts
With our monthly cashflow forecasts, we make sure you are meeting monthly targets, capitalizing on surpluses, and avoiding any possible shortfalls.
Growth & Goal Planning
We work with businesses in Eugene to help set goals to grow profit and revenue. We take an in-depth look at finances to help our clients discover what’s possible.
Budgets & Projections
Having a clear budget in place is key for stability and growth. Our budget and projection reports help clients control costs, maximize profitability, and allocate resources efficiently.
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 Eugene
We are here to help manage your business’s finances in every aspect. On top of our fractional CFO services, we also offer bookkeeping, payroll, invoicing, and more.
If you are looking for financial management services in Eugene, Oregon, our team at Estmere is here to be your partner.
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.