What Is A Fractional CFO At Iris Financial?

At Iris Financial, our Financial Services division was created to help small businesses like yours! Our Fractional CFOs take a collaborative approach to helping business owners fulfill their business dreams!

We operate as a traditional CFO using a forward thinking approach and data driven approach for strategic decision-making, for a fraction of the cost. A list of our services include but are not limited to:

  • Annual operating plans

  • Budgeting and forecasting (1-5 year plans)

  • Monthly financial analysis and reforecasting

  • Cash flow management

  • Business consulting

Our focus is on building relationships with our businesses and maintaining a high level of trust that proves we are invested in business success. The outcome is a fully transformed business and model that guides our business owners down a path of financial clarity!

Are you an owner looking for solution to your business needs? We’d love the opportunity to sit down and discuss how we can help you reach your biggest dreams! At the very least, we like to provide a connection for business owners to reach out when needed! If you find yourself in need, please make IRIS Financial your next call!

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