Business Advisory • Tax Advisory • Financial Advisory
Your
Fractional CFO Partner
for Small-Business Growth
Who We Are
Succentrix Business Advisors is the leading national Fractional CFO franchise that provides services to small businesses, entrepreneurs, & individual clients. We became the leading Fractional CFO provider by redefining the term Fractional CFO. A Succentrix Fractional CFO offers unified financial advisory functions to help small businesses and entrepreneurs make better business decisions and build healthier businesses.
In practical terms, a Succentrix Fractional CFO becomes the financial voice in a company’s cabinet of advisors, not just a provider of accounting, tax planning, and/or investment guidance. Succentrix’s modern Fractional CFO delivers on-demand expertise, AI-powered insights, and transparent month-to-month pricing.
These services are backed by regular check-ins so our clients stay confident and up-to-date.
Why We Matter
More than ever, small-business owners need sound accounting, bookkeeping, and tax-prep services to help them survive, but they’re also hungry for guidance on everything from AI automation to retirement planning. They need advisors who can translate complex financial data into clear, actionable strategies. By expanding beyond traditional accounting services, we add value to our clients, considerably increase revenue, and transform client successes in innovative ways.
What We Do
At Succentrix, we handle everything from day-to-day bookkeeping and cash-flow check-ins to smart tax planning and goal-driven financial advice. Not just inputing historical numbers in the right place, but understanding your current numbers to help you make better business decisions.
Business Advisory
Understanding your numbers
This service provides end-to-end support in accounting and business management by:
Handling financial statements, payroll, & direct deposit setup
Conducting quarterly business reviews
Tax Advisory
Eliminating IRS anxiety
This service handles tax preparation, planning, and resolution by:
Filing returns, reducing liabilities, resolving IRS issues
Managing foreign tax obligations and credits
Financial Advisory
This service delivers tailored investment management through:
Goal-based portfolio strategies, market analysis, & professional expertise
Find a Fractional CFO
Click on the circles in the map below to find one of our Fractional CFOs.
Think You’d Like to Become a Succentrix Fractional CFO?
Learn more about becoming part of our network of Operator Partners. Build a business that can change your life by allowing you to be your own boss and remain in the financial industry! We offer full franchise support service and provide the best services to help you be a leader in the fields of business advisory, tax advisory, and financial advisory.