Deliver financial insights and CFO advisory services to small and medium businesses, focusing on home services industry clients.
As a Fractional CFO, you'll own strategic finance for a portfolio of US clients across home services, construction, and healthcare industries. Your mission is to equip clients with financial insights needed to grow their business and achieve goals. You'll translate accounting data into strategic decisions, providing fast feedback on financial performance and clear paths forward. This role allows clients to play business on offence rather than defence.
The position offers dedicated team support including staff accountant, senior accountant, tax specialist, and client success manager, plus founder access via Slack. You'll maintain proactive client communication through weekly touchpoints during cleanup phases, monthly CFO reporting, and quarterly tax planning sessions.
- Deliver strategic financial insights to support client decision-making and business growth
- Translate accounting data into actionable recommendations for portfolio clients
- Provide monthly CFO reporting and quarterly tax planning guidance
- Maintain proactive client communication through weekly and monthly touchpoints
- Collaborate with dedicated team members including accountants and tax specialists
- Support clients across home services, construction, and healthcare industries
- Strategic operator with strong financial planning and analysis capabilities
- Experience in CFO advisory services or fractional finance roles
- Background in home services or healthcare industries preferred
- Ability to translate complex financial data into clear business insights
- Strong communication skills for client-facing interactions
- Experience with small to medium business financial management
STAXX is a fractional CFO services firm founded in 2022, specialising in accounting, financial reporting, and tax strategy for small to medium enterprises. The company operates a fully remote team of over 25 professionals and serves more than 80 clients across diverse industries.
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