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Fractional CFO Virtual Assistant Services

Fractional CFO Services | Strategic Financial Leadership Without Full-Time Cost

Get CFO-level financial strategy, cash flow planning, budgeting, forecasting, and performance insights — without the cost of hiring a full-time executive.

Real people.Real expertise.Real results.
See Your Savings Estimate
Active PipelineVA Live Desk
01
Long-term Financial Roadmap Build
In queueUpcoming
02
Advanced Cash Flow Modeling
In queueUpcoming
03
Capital Structure Optimization
In queueUpcoming
Save 60%vs. in-house hiring
1/3
ISO 27001-Aligned
NDA-Protected Assistants
Dedicated VA for Your Agency
Human-Led, Automation-Supported

Tasks We Handle

Our VAs are trained on all service workflows. Here's what we can handle for your agency.

16Tasks Handled
100%Dedicated VAs

Long-term Financial Roadmap Build

Advanced Cash Flow Modeling

Capital Structure Optimization

M&A Due Diligence Support

Exit Strategy Planning & Valuation

Budgeting & Scenario Modeling

Profitability & Margin Analysis

Lender & Investor Relations Support

Internal Control Design

Board & Investor Reporting Packages

KPI Dashboard Development

Industry Benchmarking Analysis

Cost Control & Reduction Strategy

Unit Economic Analysis (LTV/CAC)

Product/Service Pricing Strategy

Risk Assessment & Management

Need a custom workflow? Our VAs adapt to your agency's specific SOPs. +

How It Works

A structured, repeatable workflow your VA follows every time.

01

Strategic Discovery

We review your financial position, business goals, reporting gaps, and growth priorities.

02

Model Development

We build financial models for cash flow, budgeting, forecasting, pricing, and scenario planning.

03

Execution Setup

We create KPI dashboards, reporting systems, internal controls, and decision-ready financial visibility.

04

Monthly Advisory

We deliver ongoing financial insights, performance reviews, and strategic recommendations for growth.

Workload Delegation

We Handle It.
You Focus

See exactly what tasks shift off your team — and what stays in their hands.

Financial forecasting, budgeting & scenario modeling
VA
Operational leadership
Core
Board reports, KPI dashboards & investor-ready reporting
VA
Core business growth
Core
Cash flow planning, cost control & risk management
VA
Sales and market expansion
Core
M&A due diligence, valuation support & strategic analysis
VA
Visionary leadership
Core
50,000+

Productive Hours Logged

Structured work hours delivered and tracked

25+

Clients Supported

Businesses and professional teams served

99.9%

PLATFORM UPTIME

Reliable systems and workflow continuity

100%

Work Transparency

Clear task tracking, updates, and visibility

Software Proficiency

Your VA Knows Your Software

Our VAs are trained on the major platforms and management systems you already use.

United Alliances
ADPADP
Bill.comBill.com
CCH AxcessCCH Axcess
Drake TaxDrake Tax
GustoGusto
Intuit ProSeries TaxIntuit ProSeries Tax
Intuit QuickBooksIntuit QuickBooks
XeroXero
SEO Tool Training
Hands-on Experience
Quick Onboarding

Lower Financial Operations Costs

Save Up to 60% on Accounting Operations

Dedicated accounting support for bookkeeping, reconciliations, reporting, and AP/AR workflows - at a fraction of local hiring costs.

Local In-House Accountant

$65,000+

Salary + Taxes + Benefits + Training

UA Accounting Specialist

$22,500

Dedicated Accounting Operations Support

Annual Operational Savings

$42,500+

What our clients are saying

Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.

We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President
We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President

Frequently Asked Questions

common questions about this service — answered.

A Fractional CFO is a senior finance expert who supports your business part-time or on demand, helping with forecasting, cash flow, budgeting, reporting, and strategic financial decisions.

Yes. We can support financial models, investor-ready reports, cash flow forecasts, lender documentation, and due diligence preparation.

Yes. We can support bookkeeping, financial reporting, reconciliations, and cleanup work, while CFO support focuses on strategy, planning, and decision-making.

Success is measured through clearer cash flow visibility, stronger reporting, better margins, improved budgeting, KPI tracking, and more confident financial decisions.

Yes. Fractional CFO support is ideal for growing businesses that need financial leadership but are not ready to hire a full-time CFO.

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