Serving Broward County

Fractional CFO Services in
Fort Lauderdale

Executive financial leadership for Fort Lauderdale businesses with $1M–$20M in revenue — bookkeeping through CFO strategy, for one flat monthly fee.

CPA LICENSED FLAT-FEE PLANS MONTH-TO-MONTH BROWARD BASED

The Fort Lauderdale Gap

Revenue Is Moving. Can Anyone Explain Where It’s Going?

Fort Lauderdale runs on businesses that outgrew their bookkeeping years ago — marine services companies, contractors, logistics operators, law firms, medical practices, and the wave of companies relocating to Broward County. Between $1M and $20M in revenue is exactly the zone where an owner starts flying blind.

A full-time CFO in this market commands a $250,000+ salary before benefits. Most businesses at this stage don’t need that person forty hours a week — they need the output: clean monthly financials, a 13-week cash forecast, and someone who can sit across from a Broward banker and speak their language.

That’s the gap I fill. I’m David Lopez, CPA — based fifteen minutes west of downtown, serving as the finance department for growing Broward businesses.

$24M+

Client revenue currently under management across 9 active South Florida businesses

Flat-fee service tiers — every client knows the price before we start. See pricing →

Hourly billing. Ever. Month-to-month engagements with no lock-in.

What’s Included

One Partner. Three Levels of Finance.

Bookkeeping & Accounting

Reconciliations, transaction coding, AR/AP, payroll coordination, and a real month-end close — so your numbers are current instead of six weeks stale.

Controller Services

Monthly financial packages, variance reporting against budget, and internal controls that keep a growing team honest.

CFO Advisory

13-week cash forecasting, budgets, KPI dashboards, scenario modeling, and preparation for debt, investment, or an eventual sale.

Built for Broward

Cash Timing Is the Silent Killer in This Market

Different industries, same disease. The cure is knowing exactly what’s coming in, what’s going out, and when — thirteen weeks forward, updated weekly.

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Contractors

Waiting on draws while payroll runs every two weeks. I align draw schedules, sub payments, and payroll so growth doesn’t strangle cash.

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Marine & Logistics

Inventory and receivables swell every season. A rolling forecast turns the seasonal swing from a crisis into a plan.

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Professional Practices

Collecting 45 days after the work is done. I build the AR cadence that keeps cash moving without burning client relationships.

Being local matters here. I meet Fort Lauderdale clients in person, I know the banks active in Broward lending, and when something urgent happens you’re calling my cell — not a call center.

Common Questions

Fort Lauderdale FAQs

Do you work on-site in Fort Lauderdale?

Yes — I’m based in Weston, about 20 minutes from most of Broward. Most clients run a monthly or twice-monthly meeting rhythm, on-site or by video, with everything else handled remotely through QuickBooks Online, Xero, or FreshBooks.

What size business is the right fit?

Fort Lauderdale companies between $1M and $20M in annual revenue — large enough that the finances genuinely need managing, not yet large enough to justify a full-time CFO.

How fast can we start?

Most clients are fully onboarded within a week of the discovery call.