Fractional Financial Services
Finance subscriptions for every type of business.
Pause or cancel anytime.
There is a Problem: Financial Planning is just not easy
Costs
Having a full-time CFO/Financial Analysts is sometimes not affordable
Expertise
Some CPAs don’t offer strategic financial guidance and insight
Flexibility
Flexibility is crucial for adapting to changing financial needs without the commitment of a full-time hire.
Specialized Processes
Fractional CFOs/Financial Analysts can provide specialized skills, such as financial modeling, fundraising, or cost optimization
Not Emotionally Tied
An external fractional CFO/Financial Analyst can provide an unbiased, objective perspective
Reduced Overhead
Hiring a full-time CFO comes with additional costs like benefits and office space. Fractional teams reduce overhead expenses for the business.
We offer Fractional CFO or Financial Analyst services to businesses on a flexible, as-needed basis
We have Packages That Fit Your Needs
Profitably Scale your Business with our Plans
Small Business
$ 2,190 USD
Per Month
Maximum of USD $1 Million in annual sales
MONTHLy 90d Cash flow projections
annual budgeting +QUARTERly control
MONTHLY rolling forecast updates
2 monthly CFO Call with month-end financial analysis and kpis
unlimited slack/email support
Medium Business
$ 3,900 USD
Per Month
Maximum of USD $5 Million in annual sales
bi-Weekly 90d Cash flow projections
annual budgeting +monthly control
MONTHLy rolling forecast updates
1 Weekly CFO Call with month-end financial analysis and kpis
unlimited slack/email support
One Timer
Starting At
$ 4,900 USD
ACCESS TO 1 OF THE FOLLOWING SERVICES
COMPANY INDICATIVE VALUATION
Investor ready financial model
3-5 year forecasting financial plan
M&A and/OR FUNDRAISING FINANCIAL MODELS
unlimited slack/email support
No Trial Periods. No Long-Term Contracts
About Us
We work with SMEs, and startups in the US and Latin America, supporting them with their Financial Planning and Analysis processes and helping them grow profitably and sustainably over time. We are the financial team your company needs
7+
Years in Business
300+
Satisfied Clients
20+
Financial Associates
1000+
Financial Deliverables
What Our Clients Say
"As a company, we have grown significantly with new clients, employees, and expansion into new geographies. In the most critical moments, I have relied on the talent, organization, and effectiveness of Equity Advisors, who have been my best financial ally."
Manuela Villegas
Founder - Yes Sir Agency
“Equity Advisors helped us strengthen our financial processes in a scalable manner, allowing us to dedicate more time to the business strategy. Additionally, Equity Advisors has a talented team available, which enabled us to provide quick support to our internal teams without any impact on our operations.”
Diego Mariño
CEO - Lentesplus
Let’s Get In Touch
Understand your business and make better decisions
Let’s grow together!
Equity Advisors
USA + Colombia
Book a Meeting
Contact Us
daniel.martin@equityadvisors.co
david.pineda@equityadvisors.co