Stuart Wilson, ACMA CGMA Fractional CFO & Controller · AICPA Member
Tampa Bay is Florida's fastest-growing business corridor — healthcare systems, MacDill-adjacent defense contractors, and a rising fintech scene are driving demand for CFO-level financial oversight. But most $2M–$30M Tampa companies can't justify a $250K full-time hire. Management accounts by the 5th, 13-week cash forecasts, and compliance handled — by a CGMA with 24 years in professional finance.
No contracts · Cancel anytime · From $3,995/mo
Tampa Bay is home to BayCare, AdventHealth, 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 in a reimbursement-driven industry.
MacDill Air Force Base and US CENTCOM drive a significant defense contractor ecosystem in Tampa. DCAA-compliant accounting, incurred-cost submissions, and contract-type-specific billing (FFP, T&M, cost-plus) demand a finance partner who understands FAR/DFARS requirements — not just standard commercial accounting.
Tampa's fintech corridor is expanding rapidly — companies like ConnectWise, ReliaQuest, and dozens of payments startups. VC-backed growth companies need investor-ready reporting, ASC 606 revenue recognition, and board packs that meet institutional standards. A fractional CFO provides this without the overhead of a full-time hire.
Tampa companies growing at 30%+ annually consistently find their bookkeeper-level accounting infrastructure can't keep up. When you need cash-flow forecasts, not just bank reconciliations, the gap between bookkeeping and CFO-level finance becomes clear. We close that gap.
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. Essential for defense billing cycles and healthcare reimbursement timing.
Monthly variance analysis so you know exactly where you're over or under plan — before it becomes a problem.
45-minute call to review the numbers, flag risks, and discuss growth opportunities.
Florida sales-tax compliance, tangible property tax, multi-state nexus monitoring, and working papers for your CPA.
Multi-provider P&L, insurance reimbursement tracking, practice-level profitability, and HIPAA-aware financial reporting.
DCAA-compliant accounting, incurred-cost submissions, indirect-rate calculations, and contract-type-specific billing.
ARR/MRR tracking, ASC 606 revenue recognition, investor reporting, and board-pack preparation.
Utilization tracking, project profitability, partner compensation modelling, and client-level P&L for consulting firms.
Yes. We set up DCAA-compliant accounting systems, calculate indirect rates (fringe, overhead, G&A), prepare incurred-cost submissions, and ensure your timekeeping and cost-allocation practices meet FAR/DFARS requirements. We also prepare the financial statements your contracting officers require for contract close-outs.
Absolutely. We build provider-level P&L reports that show revenue by payer, contractual adjustments, direct costs, and allocated overhead for each provider. This lets you make data-driven decisions about staffing, payer mix, and practice expansion.
Florida's 5.5% C-corp income tax, 6% state sales tax (plus local surtax), tangible personal property tax, and multi-state nexus from e-commerce all require ongoing tracking. We monitor thresholds, prepare working papers, and coordinate with your CPA quarterly.
Most Tampa 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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