Part-Time CFO Services & Cash Flow Management on Long Island

Get executive-level guidance without the full-time cost. Our part-time CFO services on Long Island help owners in Port Jefferson Station, St. James, Smithtown, Setauket, Nesconset, Mount Sinai, Lake Grove, and nearby communities plan growth, control cash, and make confident decisions—supported by an outsourced CFO team in Suffolk County that knows your numbers and your neighborhood.

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Strategic Financial Leadership—Without the Overhead

A fractional CFO gives you seasoned financial leadership a few days per month or quarter. We analyze trends, model scenarios, and turn statements into clear actions—so you can prioritize working capital, pricing, staffing, and investments with confidence.

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What a Fractional CFO Handles

Our financial management services in NY are tailored to small and midsize businesses that need clarity and cadence—not complexity.

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 Budgeting and rolling forecasting (12–18 months)

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Business cash flow planning and weekly cash tracking

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KPI dashboards and break-even analysis

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Pricing, margin, and job/product profitability reviews

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AR/AP policies, credit terms, and cash controls

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Lender readiness: projections, covenant tracking, board packs

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Capex modeling and “what-if” scenario planning

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Owner compensation/distributions planning (tax-aware)

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Systems check: QuickBooks structure, classes, and reporting hygiene

Cash Flow Management That Keeps You Moving

Seasonal swings, slow collections, and rising costs can stall growth. As your cash flow management consultant in NY, we map inflows/outflows, set targets, and build a cadence: collections sprints, vendor timing, inventory buy plans, and reserve policies that fit your operation.



For storefronts in Port Jefferson Village, service firms across Suffolk County, and contractors working around St. James and Smithtown, we design a practical rhythm that anticipates crunch points before they hit.

From Numbers to Next Steps

Each cycle, we translate reports into an action plan—who does what by when. Expect short, focused meetings, clear owners, and a concise “do next” list covering cash, sales mix, spend, and hiring. If tax implications arise, we coordinate with our CPA team so planning and compliance move in lockstep.

How We Work With Your Team

We start with a diagnostic of your books, margins, and cash cycle. Then we set a cadence—monthly or quarterly—to review KPIs, refine forecasts, and tackle the highest-impact levers first. With fractional CFO support for small business, you’ll gain clarity, predictable cash, and decisions backed by real numbers. Serving Port Jefferson Station, St. James, Setauket, Smithtown, Nesconset, Mount Sinai, Lake Grove, and nearby Long Island communities.