Fractional CFO Services

overview

Ongoing financial leadership and oversight for growing businesses in Puerto Rico without the need for a full-time CFO.

Fractional CFO Services provide businesses with experienced financial leadership to support day-to-day decision-making, planning, and oversight as operations grow in complexity.

This service bridges the gap between basic accounting and full executive finance, ensuring financial decisions are informed, structured, and aligned with business objectives.

Core Areas of Support
01

Cash Flow Management & Budgeting

02

Financial Planning & Forecasting

03

Oversight Of Accounting & Financial Reporting

04

Strategic Financial Decision Support

05

Board, Partner, And Investor Reporting

06

KPI Tracking & Performance Monitoring

who is it for

This service is typically engaged when businesses need consistent financial leadership without building a full internal finance team.

  • Growing beyond basic bookkeeping and reporting
  • Requiring regular financial insight to support decisions
  • Managing increasing operational or financial complexity
  • Needing structured budgeting, forecasting, and oversight
  • Supporting owners or leadership teams with financial visibility
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our approach

RP Advisors delivers Fractional CFO Services with a focus on clarity, consistency, and practical oversight.

Engagements are partner-led and integrated with accounting and tax functions to ensure financial information supports informed decision-making.

services

Strategic & Capital Advisory

Clarity and structure for complex capital decisions, investments, and growth initiatives.

Accounting, Tax & Compliance

Consistent, accurate financial reporting and tax compliance that supports informed decision-making.

Audit & Assurance

Independent assurance that strengthens controls, transparency, and stakeholder confidence.

insights

RP Advisors is a CPA-led firm built to bring strategic perspective and disciplined execution to complex financial decisions.