Financial Advisory
Fractional CFO Services for West Palm Beach Businesses Ready to Scale
Get the financial strategy and leadership of a seasoned CFO without the full time cost. Better decisions, stronger cash flow, and a clear path forward.
- Service area
- Financial Advisory
- Buying shape
- Ongoing engagement, light or full, scoped per business
- Typical timeline
- First working session inside two weeks of signing
- Starts with
- A free 30 minute conversation about the decisions you are facing
The hidden cost of financial blind spots
Making big decisions without a clear financial picture.
Most owners make critical decisions every day. Hiring, investing, expanding, pricing, borrowing. Without real visibility into where the money actually stands, those decisions get made on instinct, and instinct is expensive when it is wrong at scale.
Revenue is growing but cash always feels tight.
You cannot say confidently which jobs, products or clients are actually profitable.
You are preparing to raise capital, take on debt or bring in a partner.
You react to your finances at month end instead of planning from them.
If your books are current but you still cannot see forward, the gap is a CFO, not a bookkeeper.
What a KWM Fractional CFO does
The highest level of Financial Advisory, on the hours your business actually needs.
A Fractional CFO is a senior financial executive working with your business part time. Not a bookkeeper who records what happened, and not a preparer who files what happened. Somebody whose job is the next four quarters, working alongside you or your leadership team.
Strategic financial planning
Where the business is going and what it costs to get there.
Executive and board level reporting
The pack your board, lender or investor actually needs.
Forecasting and cash flow planning
Thirteen week cash, annual budget, rolling forecast.
Performance management
The handful of numbers that move the business, tracked and acted on.
Major financial decisions
Hiring, expansion, pricing, financing, acquisition.
Finance function oversight
Who does what, on what system, to what standard.
What you get every month
A forward looking view of cash, not a backward looking statement.
Clear, defensible margins by product, service line or location.
A budget you built on purpose and a forecast you update on a rhythm.
A working session with a finance executive who knows your business.
A reporting pack you can hand to a lender, a board or an investor unedited.
An answer, in writing, to the decision you are actually facing.
Clarity. Confidence. Control.
Better businesses begin with better decisions.
Accurate books are the start. What you do with them is the point.
Owners who needed more than bookkeeping
What I value most is Dominique’s eagerness to educate and guide me in making informed decisions. He has helped me stay aligned within budget while keeping a clear eye on gross margins and the bigger financial picture. His support has given me confidence and peace of mind as my business continues to grow.
Working with Kingdom Wealth Managers has been an enlightening and empowering experience. Their support in marketing, resource alignment, and financial insights brought a new level of clarity to my business. Through our conversations, they uncovered untapped areas for growth, particularly in optimizing profit margins. Their strategic guidance and keen understanding of entrepreneurial dynamics truly made a difference. I highly recommend their services to any business owner seeking sustainable growth and financial elevation.
KWM is an awesome company. They are very good at coming in and helping to take the day to day workload off of the team so that they can focus on more revenue generating activities.
TODAY
Book a 30 minute consultation
Tell us the decision in front of you and what you can and cannot currently see in your numbers.
ON THE CALL
We test whether you need a CFO at all
Some businesses need advisory, some need better reporting, some need their books fixed first. We will say which one you are.
WITHIN 48 HOURS
You get a written scope
Hours per month, what is delivered, what it costs, and who you will be working with. No obligation.
ONBOARDING WEEK
We get inside the numbers
We take access to the books, rebuild the reporting that matters, and set the first forecast against real history.
EVERY MONTH
We work the plan with you
A scheduled working session, an updated forecast, the reporting pack, and a recommendation on whatever is next.
Where Fractional CFO sits
Fractional CFO is the highest level of Financial Advisory. Advisory complements Financial Management, where KWM runs the recurring books, and it also stands alone for businesses that already handle bookkeeping internally. A CFO engagement does depend on reliable data, so if the records are not currently trustworthy we fix that first and say so up front.
Financial Advisory
Scenario and decision analysis
One decision, modelled properly, with a recommendation.
Answered before you ask.
Without Clear Financial Insight?
Most business owners make critical decisions every day. Hiring, investing, expanding. Without a clear picture of where their money actually stands. Without real-time financial visibility, you’re navigating growth on gut feel alone, and that’s where costly mistakes happen.
What is a fractional CFO?
A Fractional CFO is a senior-level financial executive who works with your business on a part-time or contract basis, giving you CFO-level strategy, insight, and leadership without the cost of a full-time hire.
Do I need clean books before starting with a Fractional CFO?
n most cases, yes, accurate, up-to-date books are the foundation for any meaningful CFO-level work. Cash flow analysis, forecasting, and profitability reviews all depend on reliable financial data. If your books are behind or disorganized, a Fractional CFO would first need to spend time correcting the past instead of strategizing for the future.
Fractional CFO support across South Florida
Our Fractional CFO engagements serve growing businesses in West Palm Beach, Palm Beach Gardens, Boca Raton and across South Florida. You get executive level financial leadership, forecasting and board ready reporting without the cost of a full time hire.
Most of the work happens remotely, with in person sessions at our West Palm Beach office when they help.
Send your details instead.
Ready to take control of your financial strategy?
Thirty minutes, an honest read on whether you need a CFO, and a written scope if you do.