What is a fractional CFO?

A fractional CFO is a senior finance executive who works with a company on a part-time or contract basis. The role traditionally covers capital strategy, investor relations, M&A, banking, and budgeting. For most growing small businesses, the full scope is more than they need. What they actually need is the accounting and financial reporting side: cash forecasting, budgeting, KPIs, and monthly management reporting. That is what Basis 365 CFO Support Services provides.

How is CFO Support Services different from Controller Services?

Controller Services focuses on owning and managing the accounting function: internal controls, process, compliance, close management, and financial statement accuracy. CFO Support Services extends that into forward-looking financial work: budgeting, forecasting, cash flow modeling, KPI reporting, and stakeholder reporting packages. Controller is about the integrity of your numbers. CFO Support is about using those numbers to plan and make decisions.

Do I need a fractional CFO or outsourced accounting services?

The question is not really CFO versus outsourced accounting. It is about what level of financial support your business needs right now. Outsourced accounting covers the full function: bookkeeping, management accounting, controller oversight, and CFO-level work like budgeting and forecasting. Every business gets a calibrated mix depending on their size, complexity, and stage. If you are wondering whether you need a fractional CFO specifically, the answer for most growing businesses is that you need the accounting side of what a CFO does, which is exactly what we provide as part of your outsourced accounting team.

How much does fractional CFO support cost?

Basis 365 provides CFO-level financial support as part of our outsourced accounting plans, not as a standalone hourly engagement. You get budgeting, forecasting, cash flow management, and KPI reporting included in a predictable monthly fee rather than paying CFO rates for individual projects. Exact pricing depends on your business size, complexity, and which services are needed.

Can you support a CFO we already have?

Yes, and this is a common engagement for us. Many businesses have a fractional CFO or finance leader who needs a strong accounting team behind them. We handle the accounting infrastructure including close management, month-end reporting, accruals, variance analysis, and financial statement preparation, so the CFO can focus on strategy. We work as a partner to your CFO, not a replacement.

What size business benefits most from CFO Support Services?

CFO Support Services become most valuable when business complexity makes it hard to understand what is really driving the numbers and what to do about them. When cash timing gets unpredictable, growth initiatives require real planning, and gut feel stops being enough, that is when forward-looking financial support stops being optional.

Implementation Services · Built for Modern Accounting

Accounting Software Implementation for Growing Businesses

The right tools only work if they're set up correctly. Basis 365 scopes, configures, and launches the accounting app stack your business runs on, with your chart of accounts, workflows, and reporting needs driving every configuration decision.

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Platform Types We Implement
      
      Accounting / GL
    
      Reporting & Analytics
    
      Project Tracking
    
      Banking
    
      Bill Payment
    
      Spend Management
    
      Sales Invoicing
    
      Payroll

A Great Team Is Only Half of It. Your Systems Have to Match.

Most growing businesses underestimate how much their software infrastructure affects their accounting quality. You can hire great people, but if your tools are disconnected, desktop-based, or duct-taped together with spreadsheets, your numbers will always lag behind your business.

Leveling up your accounting means building on a connected, cloud-based app stack where your GL, payroll, banking, AP, and reporting are all working from the same data. That's what makes the work your accounting team does actually scalable.

Basis 365 implements and integrates the platforms that form the foundation of a modern accounting department, scoped as a project and built around how your business actually operates.

Learn more about outsourced accounting →

Disconnected / Desktop Systems

✗Manual data entry across multiple tools

✗CSV exports to move data between systems

✗Data locked to a desktop, a location, or a single user

✗Month-end close takes weeks, not days

✗Hard to scale without adding headcount

Integrated Cloud App Stack

✓Transactions feed directly into your GL automatically

✓Bank feeds and spend data flow in without manual import

✓Critical accounting data accessible anywhere, anytime

✓Month-end close is a structured process with a predictable timeline

✓Systems that scale with you, not against you

Sound Familiar?

Get the right accounting stack in place before these situations cost you more time to fix.

⚙️

You want it done right, not just done

You have a system in mind or one already chosen, but configuring it correctly requires accounting knowledge most businesses don't have in-house. Chart of accounts, integrations, workflows — the details matter more than most people realize.

🏗️

You're a new business and want to start on the right foundation

Whether you're launching fresh or switching from something that wasn't working, getting the right system configured from the start saves you from having to rebuild your accounting foundation later.

🔌

You're doing things twice because your tools aren't connected

Your payroll, banking, and GL don't talk to each other. Data gets entered in one place and manually moved to another. It works until it doesn't, and at some point the errors catch up with you.

📈

You've grown to the point where you need more sophisticated systems

The tools you started with made sense at the time. But your business has more complexity now — more transactions, more people, more reporting needs — and your current stack wasn't built for where you're going.

The Platforms We Implement and Know Inside Out.

These are the platforms we implement, configure, and fully support.

Q

QuickBooks Online

General ledger, chart of accounts, bank feeds, integrations

X

Xero

General ledger, tracking categories, bank feeds, reporting

P

Puzzle

Modern GL for SaaS and startups, accrual-ready from day one

B

BILL Payables & Receivables

AP/AR workflow, vendor setup, approval routing, GL sync

B

BILL Spend & Expense

Corporate cards, expense policies, receipt management, GL sync

R

Ramp

Card program, receipt automation, spend controls, GL sync

R

Relay

Business banking, multi-account setup, bank rules, GL integration

R

Rho

Banking and spend platform, GL sync configuration

M

Mercury

Business banking, bank feeds, API connections, account structure

G

Gusto

Payroll setup, benefit deductions, accounting sync, journal mapping

F

Fathom

KPI dashboards, management reports, performance tracking

S

Spotlight Reporting

Consolidated reports, board packs, custom KPI configuration

W

WorkflowMax

Job setup, billing workflows, time tracking, Xero integration

How it works.

Implementation handled by accounting experts, not generalists.We know what good looks like because we use these systems every day for our clients.

1

Discovery

We learn your business, your workflows, and what you need the system to do. No assumptions, no generic setups.

2

Configuration

We connect and configure the platform around how your business actually operates, not how the software defaults suggest.

3

Testing & Validation

We verify everything works as expected before you go live. Integrations, workflows, and outputs are all confirmed.

4

Handoff & Go-Live

Your system is documented, any needed guidance is provided, and you go live with confidence knowing it was set up correctly.

Frequently Asked Questions

It depends on the platform, but generally implementation covers initial configuration, connecting integrations, setting up workflows, user access, and testing before go-live. For some apps that also includes data migration or opening setup. The scope varies based on which systems you're implementing and how complex your business is. Everything is agreed upon before work begins.
Implementation is billed hourly and scoped as a project. After a discovery conversation, we provide a written estimate of hours before any work begins. There is no retainer and no ongoing commitment required.
It depends on the platform. Some apps have historical data worth migrating, others you simply configure and start fresh. Where migration is applicable, we handle the mapping, cleanup, and verification before cutover so you don't go live with bad or incomplete data on the other side.
Both. If you already know what you want, we'll implement it. If you're not sure, we'll help you select the right tools for your business before any implementation work begins. We work with these platforms every day and can give you a grounded recommendation based on your size, workflows, and accounting needs.
Implementation is a standalone project. Many customers go on to work with Basis 365 for ongoing bookkeeping or outsourced accounting, because starting with a clean system makes that ongoing work significantly better. That's a separate conversation, not a condition of the project.
Most likely. Basis 365 holds certifications or partner status with nearly every platform we implement. Beyond credentials, most software vendors provide little to no implementation support. You get documentation and a help center, not a person who understands your business. We bring accounting expertise to every engagement, configure around your specific workflows, and are accountable for the outcome.

Ready to Build Your Accounting Stack the Right Way?

Tell us which systems you're working with and where you're starting from. We'll scope the project and give you a clear picture of what it takes.

Talk To Us

Accounting Software Implementation for Growing Businesses

A Great Team Is Only Half of It. Your Systems Have to Match.

Sound Familiar?

You want it done right, not just done

You're a new business and want to start on the right foundation

You're doing things twice because your tools aren't connected

You've grown to the point where you need more sophisticated systems

The Platforms We Implement and Know Inside Out.

How it works.

Frequently Asked Questions

What does accounting software implementation actually include?

How is this priced?

Can you migrate data from our existing system?

Do you recommend which systems we should use, or do we need to come in with that already decided?

What happens after implementation? Do we need ongoing accounting support?

Are you certified to implement these platforms?

Ready to Build Your Accounting Stack the Right Way?

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