Your Fractional CFO Partner
for Small-Business Growth
Business Advisory • Tax Advisory • Financial Advisory
Who We Are
Succentrix Business Advisors is the leading national Fractional CFO franchise that provides services to small businesses, entrepreneurs, and individual clients.
In 2025, we redefined the term Fractional CFO and created a new financial services model that offers unified advisory functions to small businesses and entrepreneurs, helping them make better business decisions and build healthier businesses.
Our Succentrix Fractional CFOs become trusted financial voices for their clients, not just providers of accounting, tax planning, and/or investment guidance.
What We Do
Business Advisory • Tax Advisory • Financial Advisory
Whether you’re a small business owner seeking strategic guidance or looking for scalable services for small business advisors, our three core offerings of Business Advisory, Tax Advisory, and Financial Advisory deliver integrated support to drive growth, ensure compliance, and build long-term wealth.
We deliver on-demand expertise, AI-powered insights, and transparent month-to-month pricing, backed by regular check-ins so our clients stay confident and current.
Why We Matter
Our purpose is to deliver on-demand expertise, AI-powered insights, and transparent month-to-month pricing, backed by regular check-ins so our clients stay confident and current.
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
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 and provide the ongoing services to help you be a leader in business advisory, tax advisory, and financial advisory.