Our Services
Fractional CFO Services for Tampa Bay Businesses
Understand your cash flow, monitor business performance and plan your next financial decisions. Henriquez Accounting provides fractional CFO support for Tampa Bay business owners, with service in English and Spanish.
Cash Flow Forecasting
Plan expected receipts, payments and cash needs using your business records and stated assumptions. Review potential shortfalls and update forecasts as conditions change.
Performance Tracking
Review revenue, expenses and key performance indicators to spot trends and discuss practical improvements.
Strategic Decision Support
Compare financial scenarios before decisions about pricing, hiring, financing or expansion.

Access Strategic Financial Leadership
Get financial guidance at a scope and schedule that fit your business. We connect your bookkeeping records with forecasts, management reports and tax planning so you can evaluate your next steps.
Cash Flow Forecasting
Build cash flow forecasts from your records and stated assumptions. Review expected receipts, payments and cash needs, then update the forecast as conditions change.
Performance Tracking & KPIs
Choose useful KPIs, review trends and compare results with your goals during scheduled financial reviews.
Financial Reporting & Liaison
Receive management reports and help preparing financial information for your bank, investors or tax advisors. Any third-party communication follows your authorization and the agreed service scope.
Discover Our Fractional CFO Services
Start with your current records and business priorities. We agree on the reports, forecasts and review schedule you need, then adjust the service as your business changes.
Cash Flow Forecasting
Estimate cash needs and compare scenarios using documented assumptions.
Profitability & KPI Analysis
Compare margins and key metrics to identify changes in revenue, costs and operating performance.
Budgeting & Performance Tracking
Develop budgets and monitor progress against your financial goals.
Strategic Decision Support
Review financial scenarios and tradeoffs before decisions about pricing, staffing, financing or expansion.
Let’s Plan Your Next Steps
Ready to Discuss Your Business Finances?
Strategic Financial Leadership Tailored to Your Business Needs

Cash Flow Forecasting
Use cash flow scenarios to prepare for upcoming obligations and business changes. Forecasts depend on assumptions and available data; actual results can differ.
Budgeting and Performance Tracking
Compare actual results with your budget, identify significant differences and discuss adjustments. Regular reviews help connect spending decisions with your business goals.
Profitability and KPI Analysis
Review margins, expenses and key performance indicators to understand what drives your results. Use the findings to evaluate pricing, costs and operational decisions.
Client Reviews
What Our Clients Are Saying
Got Questions?
Frequently Asked Questions
What does a fractional CFO do?
A fractional CFO provides financial planning and management support on an agreed schedule. Services may include forecasts, budgets, performance reviews and decision support without hiring a full-time CFO.
How is CFO support different from bookkeeping?
Bookkeeping records and organizes transactions. CFO support uses those records to analyze performance, prepare forecasts and help you evaluate financial decisions.
Do I need a full-time CFO?
That depends on the complexity and frequency of your needs. Fractional support can fit businesses that need regular financial guidance but do not require a full-time executive.
What records do you need to get started?
We typically review recent financial statements, bookkeeping records, bank balances, debt schedules and your business goals. We confirm the information needed for your agreed scope.
Can you help with cash flow planning?
Yes. We can build forecasts and compare scenarios using your records and assumptions, then update them as conditions change. Actual results may differ from forecasts.
How often will we review the finances?
We agree on a review schedule based on your business needs and service scope. Reviews can focus on budgets, cash flow, performance indicators and upcoming decisions.
Can you work with my existing bookkeeper?
Yes. We can coordinate with your bookkeeper and tax advisors to use consistent records and clarify responsibilities within the agreed engagement.
Will CFO services guarantee higher profits?
No. We provide analysis and decision support. Business results depend on your decisions, market conditions and the quality of available information.
How are fractional CFO fees determined?
Fees depend on the scope, complexity and frequency of support. We discuss your priorities and provide an agreed scope and fee before work begins.
How do I get started?
Schedule a consultation to discuss your business, current records and financial priorities. We will identify the support you need and outline the next steps.

