Fractional CFO Services

Experience-Driven Financial Clarity

With nearly 65 years of combined experience…

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Real Financial Transformation Begins With Trust

At Egort & Partners, we deliver more than outsourced accounting—we provide executive-level financial insight that helps businesses grow with clarity, confidence, and control. Whether you’re scaling, restructuring, or preparing for a capital event, we serve as your embedded financial team—bringing decades of CFO experience, precision operations, and actionable strategy to your back office. Let’s redefine what your numbers can do.

Fractional CFO Services

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Bookkeeping

Bookkeeping

Payroll Management

Payroll Management

Sales Tax

Sales Tax

We're the best option for your business

CFO-Level Guidance

Get executive insight without the cost of a full-time hire.

Reliable Back Office

Bookkeeping, payroll, and reporting—done right, every time.

Smart Tax Strategy

Plan ahead. Minimize liabilities. Keep more of what you earn.

Proven Results. Real Impact.

Behind every number is a client who made a smarter decision. We bring clarity, precision, and performance to every relationship.

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65Y

Years of experience

2.5M

Revenue saved

10+

Industry experience

Our successful case studies

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Streamlining Financial Services Operations

Decreased audit preparation time by 60% and gave CFOs instant access to live compliance data.

Streamlining Financial Services Operations

Revolutionizing Retail Tax Management

Cut manual filing time by 70%, ensured 100% on-time submissions, and gave retail managers real-time tax visibility.

Revolutionizing Retail Tax Management

Turning Chaos into Clarity in Healthcare

Reduced processing errors by 80%, improved compliance rates, and provided executives with daily cash flow visibility.

Turning Chaos into Clarity in Healthcare
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Frequently asked questions

Still wondering if we’re the right fit? Here are answers to the most common questions we get from business leaders like you.

A fractional CFO provides strategic financial leadership on a part-time or project basis. They help with:

  • Financial planning & forecasting
  • Cash flow management
  • Fundraising (debt/equity)
  • Cost optimization
  • M&A support
  • Reporting & compliance
  • KPI dashboards & investor communication

  • A full-time CFO is typically more expensive and is fully embedded.
  • A CPA focuses on tax and compliance, whereas a fractional CFOoffers strategic, operational, and forward-looking financial advice.
  • A fractional CFO gives you CFO-level insights without the full-time cost.

Companies often bring in a fractional CFO when:

  • Revenue is growing rapidly or exceeding $1M+
  • You’re raising capital or facing investor demands
  • Cash flow is tight or unpredictable
  • You need strategic budgeting and forecasting
  • Financial reports don’t provide clarity for decisions

A fractional CFO helps by:

  • Preparing financial models and pitch decks
  • Aligning KPIs and metrics with investor expectations
  • Managing due diligence
  • Structuring term sheets and cap tables
  • Positioning your business for valuation growth
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