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

Why choose Egort & Partners?

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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Turning Financial Blind Spots Into Strategic Leverage

A long-term health support services group engaged Egort & Partners Financial Solutions, LLC to conduct buy-side financial due diligence on a $4.2M revenue home healthcare agency. While initial financials suggested stability, our deeper analysis revealed signs of cash flow strain, excessive owner dependency, and earnings overstatement.
Through a rigorous diligence process, the client was able to right-size the valuation, anticipate post-close operational needs, and avoid a potential liquidity trap.

Turning Financial Blind Spots Into Strategic Leverage

Quality of Earnings Clarity Across a Multi-Entity Healthcare Group

Egort & Partners Financial Solutions, LLC was engaged to conduct a Quality of Earnings (QoE) review for a diversified healthcare services group comprising nine affiliated entities with combined revenues exceeding $59M. The objective was to validate EBITDA quality, assess cash flow sustainability, and identify risk exposures relevant to lender and investor decisions.

By combining seasoned CFO-level oversight from Marc Egort and Sam Applebaum (both licensed CPAs) with AI-assisted analytics, the engagement confirmed a normalized EBITDA of ~$12.5M, supported by a debt service coverage ratio (DSCR) of ~2.2x and solid liquidity. Strategic use of AI accelerated anomaly detection and streamlined cash flow modeling. The engagement surfaced entity-level AR risks and capital deployment constraints,leading to key recommendations to preserve debt capacity and strengthen controls.

Quality of Earnings Clarity Across a Multi-Entity Healthcare Group
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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 CFO offers 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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