Fractional CFO Services In Portland
At Estmere, we offer fractional CFO services throughout Portland. We also offer bookkeeping, payroll, accounts receivable, and accounts payable services.
With the help of our CFO level advisors, you can trust Estmere will provide actionable insights that help you grow your business in Portland.
Proactive Communication
Project & Department Level Visibility
Dependable Financials
Proactive Communication
Project & Department Level Visibility
Dependable Financials
Our Fractional CFO Services In Portland
At Estmere, our experts are here to provide you with better visibility into your finances so you can improve decision-making at the project, department, and company levels.
We do this by providing in-depth insights on monthly cash flow forecasts, financial dashboards, creating budgets, and more.
Monthly Cashflow Forecasts
We keep your business running smoothly by monitoring and optimizing your cash flow, helping you avoid shortfalls, and capitalizing on surpluses.
Growth & Goal Planning
We partner with you to help you set actionable goals to grow your revenue and profit, all at a fraction of the cost of an internal CFO.
Budgets & Projections
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 Portland
At Estmere, we aim to be your trusted partner in finance, which is why we go beyond just providing fractional CFO services.
We also offer bookkeeping services to keep your business organized, payroll services so your employees are always paid on time, and we keep track of your accounts payable and accounts receivable so you never miss a payment.
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 Portland. 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.