Fractional CFO Services
Leverage our fractional CFO services for enhanced financial service strategy and 'in-country' corporate representation. A fractional CFO (Chief Financial Officer) is a part-time, outsourced senior finance executive who provides CFO-level leadership without the cost or commitment of a full-time hire.
With in-country financial advisory, access banking, stay ahead of taxes, bookkeeping & raising capital.
Structural Advice
Get expert advisory on the best type of U.S. entity, the most applicable jurisdiction (State), equity and shareholder capitalization, issued shares and par-value, ownership structure (international parent / U.S. subsidiary) and optimization for your strategic goals.
Tax & Bookkeeping
Utilize our business tax filing services to file your business taxes for your U.S. company. Our tax filing services are specifically tailored to support non-resident owners of U.S. companies in their tax filing obligations in all their complexity, combine this with monthly bookkeeping services.
Raise Capital
Leverage our large network of lenders, banks, private equity firms and venture capital partners to raise capital for your company. Our fractional CFO services can prepare you for loan and funding applications in the U.S. on the back of your parent company financial history.
Access a range of services with our fractional CFO and financial advisory services.
Lawyers / Accountants
We have a large partner portfolio of attorneys in a range of areas, from business immigration via services, to trademark and patents, business law, certified CPAs and professional bookkeepers to manage your books on a monthly basis. Stay ahead of complex multi-state sales tax registrations, reporting and compliance to allow our business to scale in the United States.
Venture Capital & Lending
Get access to an extensive network of private and public lending providers to leverage capital for your U.S. business based on your parent company financial profile. If you're looking to raise venture capital, our fractional CFO services can make important introductions and prepare you for investment, alongside cap table and share structure advisory services.
Service Providers
Get access to our comprehensive partner portfolio of service providers via our fractional CFO service. These include accounting software that integrates into your U.S. business bank account for bookkeeping facilitation, as well as payment processing / merchant services, business insurance providers, commercial and office space in all 50 States and more.
Banking Partners
Access a wider range of banking services with an in-country fractional CFO to represent your company. Leverage direct introduction with prestigious brick and mortar banking institutions all across the U.S. as well as international and multi-national banks. We have an in-depth portfolio of banking partners to help match your company with the right banking partner.
Fractional CFO FAQs
From an initial consultation and proposal on the best legal structure, share capitalization and justification, to in-depth profession advice on the complex U.S. tax landscape, with in-depth knowledge of sales tax, foreign qualifications and international tax reciprocation agreements, a fractional CFO can be an invaluable asset for your business expansion into the U.S.
Our fractional CFO’s can make direct introductions to lenders in the U.S. via our extensive partner network of private and public lenders, private equity and venture capital firms. They can also assist in the preparation of loan applications and pitches to VS’s.
We have custom tiered plans for our fractional CFO services, that scale to your needs. From the basic monthly rate of $1,000 to the mid-tier of $3,000 and the top tier of $5,000 monthly. Each of these packages come with an array of services that scale in magnitude from dedicated bookkeeping to integrated tax services, M&A preparation and capital raising support. Contact us to see what package best fits your needs.
The short answer is no. Generally speaking, however, corporations in the U.S. should have a CFO listed on the corporation bylaws that is responsible for financial oversight. Our fractional CFO services allow you to list our designated CFO to represent your company as the ‘chief financial officer’.
Leverage our full suite of services to operate your U.S. company.
Identity Notarization
In some cases where required, we will use an online notarization service to validate your identity as the company founder or representative in order to secure a U.S. business address and to refer you to our banking partners. To complete this process we use a online notarization platform provided by our partner, Notarize, an online notary public.
U.S. Business Address
To open a company in the United States, you are required to have a US business address in the state of incorporation. Once step 1 has been completed, we will obtain a registered business address for you in the state of your company formation. This address serves as a business address and registered mail forwarding address.
Filing Documents with State
For step 3 in your company formation, the filling of incorporation documents with the state or federal government is required. As part of our U.S company formation services we will file these documents on your behalf. This is part of our incorporation service.
U.S Business Bank Account
Foreigners (non-U.S. residents) can open a U.S. business bank account. We have partnered up with an online bank that specializes in providing U.S. banking services to international, non-resident owners of U.S. companies that we can refer you to, to setup a business bank account online.
Obtaining an EIN Tax ID
An EIN Tax ID is required by the IRS and U.S Banks to track your business associated income and operate your business legally. As part of our U.S business formation services we will obtain an EIN TAX ID on your behalf for your U.S. company. This is part of our incorporation service for all of our company formation packages.
Registered Agent Services
If you’re forming a corporation or a limited liability company, you’ll need to select a registered agent for your business and provide the agent’s name and address on the formation documents you file with the state. We can provide this service on your behalf. We offer registered agent services in 50 states.
Bylaws and Resolutions
Bylaws and resolutions are the initial decisions of your corporation’s board of directors and basic "operating rules" of your corporation. As part of our U.S company formation services we will provide initial drafts of these on your behalf. This is part of our incorporation service.
Document Delivery
As part of our service for our clients, where you select the option for a corporate kit, we will deliver your business incorporation documents, EIN tax ID forms and any additional selected supplements to you anywhere in the country (or internationally) as part of our service offering.