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.

Fractional CFO Services

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

Fractional CFO Services

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

Google
MERALIS REYNOSO profile picture
MERALIS REYNOSO
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I had a great experience with Henriquez Accounting and Tax Services. Pedro was professional, patient, and explained my individual tax return clearly. The process was organized and easy, and all my questions were answered. I highly recommend this firm for tax preparation in Zephyrhills.
Google
Massiel Martínez profile picture
Massiel Martínez
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I had an excellent experience with Henriquez Tax & Accounting. Their team is professional, knowledgeable, and genuinely takes the time to explain everything clearly. They made the entire process feel simple and stress-free, answered all my questions, and treated me with patience and respect. It’s refreshing to work with people who truly care about their clients and take pride in doing things correctly. I highly recommend Henriquez Tax & Accounting to anyone looking for reliable, trustworthy, and personalized tax or accounting services.
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Elian María profile picture
Elian María
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Tuve una excelente experiencia con Henriquez Accounting & Tax Services durante mi proceso de solicitud del ITIN. Pedro me explicó claramente todos los requisitos, revisó cuidadosamente mis documentos e hizo que todo el proceso fuera sencillo y fácil de entender. El servicio fue profesional, eficiente y a un precio razonable. Recomiendo esta firma a cualquier persona que necesite ayuda para solicitar un ITIN.
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Karenann Wortmann profile picture
Karenann Wortmann
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great experience with Henriquez Accounting & Tax Services. They were knowledgeable, professional, and very easy to work with. Everything was explained clearly, and they made the whole process simple and stress-free. Their pricing was reasonable as well. I would definitely recommend them and will be using them again.
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JUANA MARTINEZ profile picture
JUANA MARTINEZ
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Henriquez is very knowledgeable helped me save more than 2000 in IRS interest and penalties. Highly recommend this firm to anyone who needs assistance with tax or IRS matters.
Google
Natalie Tucker profile picture
Natalie Tucker
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Finally, a Bookkeeper that knows what they’re doing and gives you reports! I love that they pay attention to detail with the added spreadsheets, excellent communication and timely input. Business reports help me track my company progress and having also done analysis of personal finances gives me better tracking. I can’t say enough good things about Henrique and his team. I highly recommend them!!!!
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Napoleón arnaud profile picture
Napoleón arnaud
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Excelente servicio 👍
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Stephen J Hallahan profile picture
Stephen J Hallahan
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estoy muy contenta con el trabajo de el contador nos ayudo a reducir tax due in capital gain, yo lo recomiendo
Google
Franks Air Conditioning & Heating, LLC profile picture
Franks Air Conditioning & Heating, LLC
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We have been very pleased with the service we’ve received from Henriquez and his crew. They are always professional, knowledgeable, and extremely helpful with all of our business and personal needs. We highly recommend Henriquez Accounting to anyone looking for honest, dependable, and professional local accounting services in the Zephyrhills area.
Google
Sasha Ranade profile picture
Sasha Ranade
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Outstanding International Tax Expertise in Zephyrhills!"I highly recommend [Henriquez Accounting and Tax Services for anyone in the Pasco County area needing specialized international tax help. Filing foreign assets and cross-border taxes can be incredibly stressful, but they made the entire process seamless.They possess a deep understanding of complex international tax laws and walked me through every requirement clearly. Their communication was prompt, professional, and reassuring throughout the entire filing process. It is rare to find this level of global tax expertise right here in Zephyrhills. I will absolutely be using their services again next year!

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.