Skip to content Access CFO-level financial leadership and strategic guidance without the overhead of a full-time executive. Serrao & Associates provides experienced fractional CFO services tailored to growing Sarasota businesses.
Growing businesses need CFO-level financial insight to scale successfully — but most Sarasota small and mid-sized businesses cannot justify the cost of a full-time Chief Financial Officer. Fractional CFO services offer the best of both worlds: access to senior financial leadership and executive-level guidance at a fraction of the cost.
At Serrao & Associates, our fractional CFO service brings the expertise of a seasoned CPA and financial advisor directly to your Sarasota business — on a flexible engagement basis that fits your stage of growth and budget.
Financial Strategy & Planning: Your fractional CFO develops and oversees the financial strategy aligned with your Sarasota business’s growth objectives — including revenue targets, margin improvement, capital allocation, and multi-year financial modeling.
Budgeting & Forecasting: We build annual budgets, rolling forecasts, and financial models that give you clear visibility into where your business is heading and the tools to course-correct quickly when conditions change.
Cash Flow Management: We implement cash flow forecasting and management systems that ensure your Sarasota business always has the liquidity to meet obligations, invest in growth, and respond to unexpected challenges.
Financial Reporting & KPI Dashboards: We design and maintain financial reporting systems and executive dashboards that translate your numbers into clear, actionable intelligence for better business decisions
Fundraising & Capital Advisory: If your Sarasota business is seeking investment, bank financing, or SBA loans, your fractional CFO prepares investor-ready financial models, presentations, and documentation to support your capital-raising efforts.
Tax Strategy Integration: As a CPA firm, we uniquely integrate tax planning directly into your CFO strategy — ensuring every financial decision is made with full awareness of its tax implications.
Exit & Succession Planning: When you are ready to sell your Sarasota business, your fractional CFO leads the financial preparation — maximizing valuation, minimizing tax, and ensuring a smooth process.
We conduct a thorough review of your current financial operations, reporting, planning processes, and business objectives to understand where CFO-level support is most needed.
We define the scope, cadence, and deliverables of your fractional CFO engagement — whether set monthly hours, specific project work, or ongoing strategic advisory.
We integrate with your team, accounting systems, and existing advisors (bookkeeper, banker, attorney) to deliver immediate value from day one.
Your fractional CFO provides regular reporting reviews, strategic guidance, and executive-level financial leadership on the schedule that works for your Sarasota business.
Schedule a consultation with our Sarasota CPA team today.
Find answers to common questions about this service.
W-2 employees and salaried individuals in Sarasota.
Freelancers, consultants, and business owners.
Real estate investors and retirees with pensions, Social Security, or IRA income.
High-income individuals, multi-state earners, and new Florida residents navigating taxes.
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We review all income sources and apply every eligible deduction and credit to reduce your tax liability and maximize savings.
We prepare all required schedules and ensure your return meets current IRS regulations, minimizing audit risks.
We securely e-file your return for fast processing and provide ongoing support for IRS queries and future tax planning.
Serrao & Associates combines accurate tax return services with strategic financial planning to deliver long-term value for individuals and businesses.
Find answers to common questions about tax returns, tax planning, and CPA advisory services.
Schedule a consultation with our Sarasota CPA team and experience the difference of a professionally prepared, fully optimized fractional CFO.
Optimized by Seraphinite Accelerator
