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OPTIMIZE PERFORMANCE.

MAXIMIZE VALUE.

Fractional CFO, Bookkeeping, and Exit Planning for Small and Mid-Sized Businesses

 

OUR SERVICES

Discover Our Expertise

Data on a Touch Pad

FRACTIONAL CFO

Every company needs a CFO presence on their team. We provide an expert CFO to small businesses for a fraction of the cost of a full-time employee.

Business Meeting

BOOKKEEPING

Wolcott QuickBooks Bookkeeping Solution, starting at $295/month

Business Meeting

EXIT PLANNING

We help prepare a company for an exit event and maximize value for its shareholders.

Brainstorming

M&A ADVISORY AND OTHER SERVICES

We support companies during the M&A process, increasing the likelihood of a successful closing

 

WHY WOLCOTT?

  Benefits of Using a Fractional CFO

  • Cost - By using the "Fractional" model, a business can get an expert for less.

  • Perspective - Our CFOs have diverse experience in multiple companies, giving us a fresh and unique perspective.

  • Flexibility - With a Fractional CFO, a company can scale up or down easier.

  • Talent - This allows a small business to have access to talent that wouldn't otherwise be available. It truly is a ticket to the next level.

  • Experience - We are not the typical CFO. We also bring decades of entrepreneurial experience to the table, giving our clients a true strategic partner they can lean on.

  • Exit Planning - Our process for sell-side advisory often starts with Fractional CFO work. By using Wolcott as CFO, a company will become investor ready.

 
Certified-ProAdvisor-Outsourced-accounti

Certified ProAdvisor

A ProAdvisor is a QuickBooks-certified independent accounting pro who can provide strategic insights to drive small business success. We provide expert advice that’s tailor-made and stay up-to-date on the latest accounting rules for your business.

 

CONTACT US

Charlotte, NC

Raleigh, NC

Asheville, NC

Greensboro/Winston-Salem, NC

Greenville, SC

Columbia, SC

Charleston, SC

Atlanta, GA

Knoxville, TN

Mail To:

2607 Woodruff Rd, Suite E #358,

Simpsonville, South Carolina, 29681

(704) 994-8056

(866) 208-8456

 

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