Increase Profits with a Fractional CFO in St. Petersburg, Florida

Build a clearer plan for profitability with cash-flow forecasts, financial analysis and proactive tax planning. Concierge CFO helps business owners in St. Petersburg and Tampa Bay connect cash flow, accounting and year-round tax planning.

Book a discovery call · Request a callback · 727-620-4030

Financial guidance beyond the books

Accurate bookkeeping tells you what happened. Fractional CFO support helps you use that information to plan what comes next, with services tailored to your business rather than a full-time executive hire.

  • Cash-flow planning and forecasts to support upcoming expenses and business decisions.

  • Financial reporting, budgeting and analysis to understand performance.

  • Accounting, bookkeeping and payroll support to keep financial information useful.

  • Year-round tax planning that considers your business and personal income together.

  • Coordination across multiple businesses and entities, with the scope agreed before work begins.

Support for your industry and stage of growth

Whether you are building a growing company or managing several businesses, start with the questions that matter to you: Can the business support its next investment? Where is cash being tied up? How do business decisions affect your personal tax plan?

Explore our work with medical practices, aviation businesses and marine businesses, or discuss the needs of your own industry on a discovery call.

A clear starting point

We begin by discussing your goals, current financial information and existing accounting arrangements. We then confirm the services, responsibilities and fees that fit your needs.

Our Business Launch package starts at $879 per month and Business Scale starts at $2,379 per month. Both include business and personal tax planning; Scale adds deeper analysis, accounting data management and tax-plan implementation. CFO, bookkeeping and payroll requirements are scoped with you. Compare package details and starting prices.

A local team with remote support

Concierge CFO is based at 2704 Central Avenue, Saint Petersburg, Florida 33712. We serve business owners in St. Petersburg, Tampa, across Florida and in over 31 U.S. states, with online meetings and remote support. Meet the team and learn about our year-round tax planning approach.

Ready for a clearer financial plan?

Tell us what you want your business to achieve and where you need more visibility. Book a discovery call or request a callback to discuss your next step.