Stuart Wilson, ACMA CGMA Fractional CFO & Controller · AICPA Member
Phoenix is one of America's fastest-growing metros — real estate development, healthcare expansion, tech outsourcing from coastal markets, and an infrastructure construction boom are all driving demand simultaneously. But growth without financial visibility is a recipe for cash crunches. Management accounts by the 5th, 13-week cash forecasts, and Arizona tax compliance handled — by a CGMA with 24 years in professional finance.
No contracts · Cancel anytime · From $3,995/mo
Phoenix's housing and commercial development pipeline is one of the largest in the country. Developers managing multiple LLCs, construction-loan draws, investor waterfalls, and lender-reporting covenants need multi-entity consolidation and property-level NOI reporting — not a single-entity bookkeeper. We deliver institutional-quality financial packages across all your projects.
Phoenix's healthcare sector is expanding rapidly — Banner Health, HonorHealth, and hundreds of specialty practices. Multi-provider P&L, insurance reimbursement tracking, contractual adjustments, and practice-level profitability require specialized accounting. A fractional CFO builds the reporting infrastructure healthcare operators need to manage margins proactively.
Phoenix has become a top destination for tech companies outsourcing operations from the Bay Area and LA — lower costs, same time zone. These companies still need Silicon Valley-grade financial reporting: ARR/MRR dashboards, investor packs, and ASC 606 compliance. A fractional CFO bridges the gap between Phoenix's cost advantage and coastal reporting standards.
TSMC's semiconductor fab, Intel's expansion, and billions in infrastructure investment have created a construction boom in the Phoenix metro. Job costing, WIP schedules, percentage-of-completion reporting, and surety-bond financial statements require specialized finance leadership that generic bookkeepers can't deliver.
Everything a full-time CFO delivers — without the $250K salary.
Full P&L, balance sheet, cash flow statement. US GAAP-compliant. Board-ready with variance commentary.
Revenue, gross margin, AR days, cash runway, and industry-specific metrics — updated live.
Rolling weekly cash forecast with scenario modelling. Critical for managing construction draws and healthcare reimbursement cycles.
Intercompany eliminations, entity-level P&L, and consolidated reporting for real estate holding companies and franchise operators.
45-minute call to review the numbers, flag risks, and discuss growth opportunities.
Transaction Privilege Tax (TPT) compliance, income tax, and multi-state nexus monitoring. Working papers for your CPA.
Multi-entity consolidation, property-level NOI, construction-loan draw tracking, and lender-ready financial packages.
Multi-provider P&L, insurance reimbursement tracking, practice-level profitability, and revenue-cycle management.
ARR/MRR tracking, ASC 606 revenue recognition, investor reporting, and board-pack preparation for relocated tech operations.
Job costing, WIP schedules, percentage-of-completion reporting, and surety-bond financial statements.
Arizona's TPT is a gross-receipts tax levied on the seller (not the buyer, technically) — which makes it different from a traditional sales tax. The state rate is 5.6%, but combined city rates can push the total to 10%+. We track your TPT obligations across all jurisdictions where you operate, reconcile filings monthly, and coordinate with your CPA on quarterly returns.
Yes. Multi-entity consolidation is core to what we do. We eliminate intercompany transactions, produce property-level NOI, track construction-loan draw schedules, and deliver a single consolidated management view by the 5th — plus separate investor-specific reporting for each project.
Arizona's 2.5% flat income tax is the lowest flat rate in the country, but the TPT complexity, city-level business licensing, and multi-state nexus from national sales all require ongoing tracking. If you're in construction, you also face contractor licensing bond requirements and prevailing-wage compliance on public projects. We handle the financial side of all of it.
Most Phoenix engagements are fully onboarded within 2 weeks. We connect to your accounting platform on day one and deliver your first management pack by the end of week two.
30-minute discovery call. We'll review your current setup, identify gaps, and show you exactly what your management accounts should look like. No pitch — just proof.
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