Fractional CFO Services

Get valuable financial oversight from a company that’s implemented QuickBooks & ERP systems within thousands of businesses.  We’ll help you better understand the systems, processes, numbers and everything in between.

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A CFO That's With You From Startup To Enterprise

Growing businesses often reach a point where they need professional financial advice, but cannot justify the cost of hiring a full-time Controller or CFO. If you’re fortunate enough to be in this position, then hiring an outsourced Fractional CFO service may be a great solution. Fourlane has a team of experienced professionals who have years of experience serving as CFOs and controllers for both private and non-profit organizations of all sizes and industries. You’ll benefit from the expertise of our entire team, with a dedicated point person to dive deep into the numbers on a regular basis.

Your Own Personal CFO

We help drive growth through experienced leadership and financial guidance tailored to your business.

Future Focused Planning

Get assistance with both short-term and long-term planning, goal setting, and removing barriers to meet those goals.

Advice From Experience

Have an expert in your corner to help you make strategic business decisions like hiring, equipment upgrades, and spending reduction.

Training Made Easy

We specialize in training and business process creation that can help your entire team work more efficiently.

Manage Financial Relationships

Offload your meetings with banks, insurance agents, attorneys, and other vendors. Outsourced CFO services can help to negotiate the best rates.

Hold Your Team Accountable

Stop being the "bad guy" and bring in fractional CFO services to manage goal setting and discuss shortcomings in sales and operations.

Best Practice Processes

Bring years of best practices on accounting and financial reporting to your team. Move your business from "what we've been doing" to "what the best businesses do."

QuickBooks and ERP Software Experts

Fourlane has helped thousands of clients implement QuickBooks and ERP systems since 2009.

QuickBooks Enterprise Software

QuickBooks Expertise

There are no cookie cutter QuickBooks implementations at Fourlane, which is why we’ve been Intuit’s #1 QuickBooks Solution Provider every year since 2010. Every client, business, and project is unique. We help with every aspect of QuickBooks, including system design, cleanup, data conversion, custom development, business process, workflow, integration, custom reporting and more.

ERP Expertise

Fourlane is just one of a small handful of firms that have bridged the gap between QuickBooks and ERP systems. Most firms in the ERP space are either IT or accounting focused but don’t understand the system AND the financial piece – we know both and can help. Fourlane resells, implements and supports NetSuite ERP and Acumatica ERP solutions.

netsuite ERP

Fourlane DRIVETM

At Fourlane, we have a proven client engagement process that helps ‘drive’ long-term success.

1. Discover

We begin by understanding your systems and current processes to discover root issue and potential challenges.

2. Right Fit

Receive open and authentic communication from our team on which products are right for you.

3. Inform

Our comprehensive and informative project scoping process is designed to eliminate any potential road blocks.

4. Vision Implementation

Your project commences with the end goal of getting the right data to make informed business decisions.

5. Endless Execution

Our ongoing review of systems & output to ensure processes are being followed and your investment is being executed.

INDUSTRY EXPERTS

Industry Experts

A CFO That Understands Your Business & Industry

Fourlane’s Fractional CFOs have worked with thousands of businesses within virtually every industry to help tailor financial systems to fit the unique needs their industry requires. Whether you run a small retail store, an international manufacturing business, a residential construction company, a law firm, a software company, or a fast growing nonprofit, we’ve seen it, done it, and can help.

Customer Story

Fourlane implements QuickBooks bookkeeping best practices and training for internal operations at Net Friends

Net Friends is a managed Information Technology (IT) service provider, with a growing team of expert IT Consultants. With the exit transition of their long-time financial controller, the Net Friends leadership team saw an opportunity for strategic reset: to organize and streamline internal finance operations with clarity and future growth in mind.

Net Friends - Fourland

Unbiased Advice on Your Financial Systems

Our professional services firm is committed to helping our clients grow their businesses through smart software decisions. We understand that every business is unique, and we work with a variety of software to create bespoke solutions tailored for growth.

What separates Fourlane from other firms is our aim to help your business use the right software, not the most expensive. Our expertise comes from our team’s collective experience, working in-house and with outsourced technology and accounting partners. 

We advise based on your business goals, growth trajectory, and budget, and we are available for assistance as long as you need us.

accountant-highrise
contact-es

Outsourced CFO

Signs Your Business May Need Fractional CFO Services

  • Company leaders spend 4+ hours each week crunching numbers or preparing financial reports
  • Your team often references reports you don’t have that would help you make better decisions
  • There is no clarity on your tax liability.
  • More than 5,000 invoices are processed each year.
  • You have more than 500 SKUs in your inventory
  • Growth is occurring at a rate faster than 15%
  • OR it seems like your growth has stagnated and you’re not sure why or how to fix it
  • There is consideration of taking on outside investment or changing the equity distribution of the company
  • As a result, you’re having trouble sleeping.

What Our Clients Are Saying

Jonathan Miller​
Jonathan Miller
Earth Animal Ventures
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We have been working with Fourlane for over three years now. Our account representatives are Trisha Thomas and Katrina Schruber. They are both wonderful and a pleasure to work with. They have improved our inventory management and month-end process tremendously!
Shay Thieneman
Shay Thieneman
Barrell Craft Spirits
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Working with Fourlane was simply, fast and effective. I enjoyed my experience with Fourlane and would recommend them to anyone that needs software conversion. Chelsea Enos was also wonderful helping me figure out exactly what my needs would be.
Gemma Goeas​
Gemma Goeas
KniTec
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Fourlane is a stellar organization as a whole. They are in it for the long haul and it shows. Laura Davidson & her team are total rockstars - they positively revolutionized our entire accounting process. Chelsea Enos is a knowledgeable & responsive account manager. She's been very patient in the planning phase of our new ERP system. We've entrusted her and her team with the future of our business and it's been the best move we've made to date.
John Costelli​
John Costelli
Castle Merchandising
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My Quickbooks company file was enormous, with some data corruption, so we needed to migrate to a new file. Fourlane had the expertise, tools, and friendly staff to get us set up with a new file, keeping important data, and purging the old data, all with minimal downtime.  I put my company's future in Fourlane's hands, and they delivered! Thank you!
Jim Roundtree
Jim Roundtree
Cinsay
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Fourlane is helping us convert from NetSuite to Quickbooks. I'm very impressed with the professionalism and competency of everyone at Fourlane, without exception. Fourlane is assisting us with the data conversion, and they've been extremely knowledgeable and helpful. We had a short deadline and Fourlane in to make sure we were able to meet it, as well as to patiently explain the process. I can't say enough about the confidence we have in Fourlane and what a pleasure it is to work with them.
Christy Ricketts
Christy Ricketts
Contemporary Research
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We have worked with Alisha Raesz at Fourlane for over 2 years. She has helped us navigate building new QB files for two companies and has been a lifesaver is keeping our QB file up to date. We consider Alisha a part of the CR team. She is extremely professional and always willing to teach us how to make changes and updates the correct way. We can't thank Alisha and the entire Fourlane team enough for helping us organize our company so we can grow! I highly recommend Alisha if you are in need of an experienced Quickbooks professional.
James Jensen
James Jensen
Next Stage Design
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Our company has worked several times with Fourlane, and we could not be happier! They are both responsive and professional, and Fourlane constantly impresses with both the quality of the reports they produces for us, as well as the quick timelines he's able to adhere to (and beat at times!) If it was possible to give more than 5 stars I would, because that's just how satisfied we have been working with Fourlane.
JJ Luebbe
JJ Luebbe
Luebbe Companies
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Alisha Raesz of Fourlane has been a tremendous asset to our company. She has completely overhauled our accounting system and guided us to increased profits by setting up new cost coding and job tracking reports. Her knowledge of QuickBooks and professionalism have helped us rise to the next level. I just can’t say enough about Alisha and Fourlane. Thanks!!!
Kirk Rowland
Kirk Rowland
OXEN Technology
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I've been through a few different software conversions. Each of them was stressful and difficult. Fourlane made our conversion from Microsoft Dynamics Great Plains to Quickbooks Online as simple and painless as I've experienced. Every aspect was top notch. Kaylin Leland was awesome and very patient with us as our staff had varying levels or prior experience with QB. Trisha Thomas managed the project exceptionally well and was checking in frequently to make sure we were happy with every aspect. I would HIGHLY recommend Fourlane for anyone looking to transition to Quickbooks.
Steve Arendt
Steve Arendt
Teeco Solutions
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Fourlane has been instrumental in helping us streamline our accounting process. We upgraded to Quickbooks Desktop Manufacturing and Wholesale and Kaylin Leland has done a phenomenal job guiding us through the upgrade, addressing all of our issues with practical solutions and getting us to speed. She’s also been very patient with our team as we all have varying levels of experience within Quickbooks. It is always a pleasure to work with Kaylin and we are truly grateful for all of her support. Thank you!
James Narron
James Narron
Progressive Nursing Staffers
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Progressive Nursing Staffers was privileged to have Laura Walsh who made our transition from Great Plains very smooth with no glitches. Thank you Laura for your expert help in bringing us up very quickly. Laura was especially knowledgeable and had great patience.
Janet Bolton
Janet Bolton
State of Oklahoma
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We were assigned Jena to work with our file conversion process and we couldn’t have been more pleased. She was responsive to our questions and helped us tremendously from start to finish. Her confidence and professionalism made the entire process smooth and stress free.
Dan Hawley
Dan Hawley
CPA
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I was in a huge crunch with needing assistance to move accounting information off a mid range accounting software to QB for 6 clients ranging from $600K to $2.2 million overnight due to COVID 19. Fourlane has been a huge assistance as I have never used QB in the past. Fourlane has been extremely valuable and tremendous help.
Danny Matheus
Danny Matheus
Fulcrum Insurance
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Fourlane, and specifically their wonder consultant Taresa Sparks, has helped me tremendously with bringing me up to speed in QBO. No time wasted in giving me a thorough understanding of the processes and features that apply to my business. Taresa is a true QB Expert. I'm gonna hang onto this service... I have lots more to learn.
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What Our Clients Are Saying

“Fourlane is a stellar organization as a whole. They are in it for the long haul and it shows.”

Gemma Goeas - Fourlane
Gemma Goeas
KniTec

“I put my company’s future in Fourlane’s hands, and they delivered! Thank you!”

John Costelli - Castle Merchandising
John Costelli
Castle Merchandising

“I enjoyed my experience with Fourlane and would recommend them for software conversion.”

Shay Thieneman at barrell Craft Spirits
Shay Thieneman
Barrell Craft Spirits

Join thousands of businesses who trust Fourlane with their books

Regardless of your situation, you need experts to monitor your finances and transactions. With the right CFO by your side, you’ll appreciate the efficiency and cost savings from optimizing your financial and business processes.

FAQs About Fractional CFO Services

A Fractional CFO is a financial professional who provides part-time CFO services to multiple clients. They offer strategic financial guidance, budgeting, forecasting, and other CFO-level responsibilities without being a full-time, in-house employee.

Businesses may opt for Fractional CFO services to access high-level financial expertise without the cost of a full-time CFO. This is especially beneficial for small and medium-sized enterprises (SMEs) that may not require a full-time CFO but still need strategic financial advice.

Fractional CFOs typically offer a range of services, including financial analysis, strategic planning, budgeting, forecasting, cash flow management, financial reporting, and advising on financial decisions. The specific services can be tailored to the needs of each client.

A Fractional CFO works on a part-time or project basis, providing services to multiple clients. In contrast, a traditional CFO is a full-time, in-house executive responsible for the financial strategy of a single company. Fractional CFOs offer flexibility and cost savings.

Businesses often consider hiring a fractional CFO when they need strategic financial advice but may not have the budget or workload to justify a full-time CFO position. It’s common during periods of growth, fundraising, or financial restructuring.

Confidentiality is a crucial aspect of Fractional CFO services. Professionals in this role are bound by confidentiality agreements, and they understand the importance of safeguarding sensitive financial information. Clear communication and trust are key components.

Yes, fractional CFO services are particularly beneficial for small and medium-sized businesses that may not have the resources for a full-time CFO. It allows them to access high-level financial expertise on a flexible basis.

Fractional CFO services are cost-effective compared to hiring a full-time CFO. Businesses can pay for the specific hours or services they need, reducing the overall financial burden.

Yes, many Fractional CFOs are experienced in fundraising, financial strategy, and dealing with investors. They can assist in creating financial projections, preparing for funding rounds, and developing strategies to optimize financial performance.

Communication is key to successful integration. Clearly define roles, responsibilities, and expectations. Provide access to necessary information and team members. Regular updates and meetings will ensure that the Fractional CFO is aligned with the business’s goals.

Fractional CFO engagements can vary in duration. Some may be short-term for specific projects, while others may be long-term depending on the needs and goals of the business.