Home Base · West Broward

Fractional CFO & Accounting
Services in Weston, FL

A fractional CFO in Weston, FL — not an office we opened here, but home. Born and raised in Weston, serving the businesses of west Broward: Weston, Davie, Plantation, Sunrise, Cooper City, and Pembroke Pines.

WESTON NATIVE CPA LICENSED FLAT-FEE PLANS MONTH-TO-MONTH
The West Broward Ceiling

Too Big for DIY QuickBooks. Too Small for Three Salaries.

West Broward’s business community is dominated by owner-operated companies — medical and dental practices, law firms, contractors and trades, distribution businesses, and professional services firms in the $1M–$20M range.

These are exactly the businesses that hit a financial ceiling: the books genuinely need managing, but hiring a CFO, a controller, and a bookkeeper at market salaries will never pencil out. A fractional CFO in Weston closes that gap at a fraction of the payroll.

One flat fee. The whole finance function. Three tiers, so you buy only the level your business needs today — and move up as you grow. See published pricing →

Essentials
Full bookkeeping plus a controller foundation: reconciliations, AR/AP, payroll coordination, monthly close, twice-monthly calls.
Growth
Everything above plus active CFO advisory: 13-week cash forecasting, budgets, variance analysis, KPI dashboards, unlimited access.
CFO Partner
Full financial leadership: scenario modeling, financing and M&A support, investor reporting, consolidations, sale preparation.
Pricing published openly
A level of transparency almost no accounting firm offers — deliberate. You should know the cost before you commit, not after.
How Engagements Start

The Speed of Money, Applied Locally

Every engagement starts with how fast cash actually moves through your business. The answers differ by industry; the discipline doesn’t — and it’s the difference between a business that always feels cash-tight and one that funds its own growth.

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Medical & Dental Practices
A 50-day insurance receivables lag can starve a profitable practice. I build the collections cadence and cash forecast that fix it.
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Contractors & Trades
Draw schedules, sub payments, and payroll rarely line up on their own. Aligning them is where an engagement usually pays for itself first.
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Professional Services
Utilization, realization, and collections — three numbers most firm owners never see together. I put them on one dashboard, every month.

That is the practical advantage of a fractional CFO in Weston: because I’m five minutes away rather than five states away, working sessions happen at your office or mine, on your schedule. My clients — nine active South Florida businesses representing $34M in combined revenue — stay because the work compounds: every month the forecasts get sharper and the decisions get easier.

David Lopez, CPA, fractional CFO in Weston, FL
David Lopez, CPA
Fractional CFO in Weston, FL · M.S. in Taxation · Serving west Broward, Fort Lauderdale, and Miami
Is It Time?

When to Hire a Fractional CFO in Weston

Most owners call at a specific moment rather than on a schedule. If two or more of these describe your business, the numbers have outgrown the system you are using to run them.

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Revenue Grew, Clarity Did Not
You crossed $1M and the reports that worked at $400K stopped answering the questions you actually have. Growth exposed the gaps instead of closing them.
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You Are the Bottleneck
Every financial decision routes through you, and you reconstruct the numbers from memory each time instead of reading them off a dashboard someone else maintains.
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Profitable, but Always Tight
The P&L says you made money and the bank balance disagrees. That gap is almost always timing — a forecasting problem rather than an accounting one.

None of these require a full-time hire. They require someone senior enough to read the numbers and close enough to sit down with you — which is the case for a fractional CFO in Weston rather than a firm three time zones away. If you are weighing that against a salaried hire, here is what a fractional CFO actually costs.

Areas Served

Serving Weston and the West Broward Corridor

Weston is home base. In practice most clients sit within a short drive, close enough that working sessions happen in person — at your office or mine.

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Weston
Home base. Full fractional CFO, controller, and bookkeeping support for owner-operated companies across the city.
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Davie
Contractors, trades, and equipment-heavy businesses where draw schedules and payroll timing drive the cash cycle.
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Plantation
Professional services and healthcare groups that have outgrown a bookkeeper but cannot justify a salaried controller.
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Sunrise
Distribution and service businesses where receivables and inventory tie up more cash than the P&L suggests.
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Cooper City
Owner-operated companies that need monthly close discipline in place before they need strategy.
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Pembroke Pines
Multi-location practices and growing firms where consolidated reporting is the first thing to break.

Outside west Broward, the same flat-fee engagements run in Fort Lauderdale and Miami.

Common Questions

Weston FAQs

Do you only work with Weston businesses?

No — Weston is home base, and I actively serve the whole west Broward corridor plus Fort Lauderdale and Miami.

I already have a tax CPA. Do I need to switch?

No. I handle the monthly finance function; your tax preparer keeps doing your returns — and gets cleaner books to work from. Where it helps, my M.S. in Taxation background lets us plan ahead rather than react in April.

What software do you work with?

QuickBooks Online, Xero, and FreshBooks.

How much does a fractional CFO in Weston cost?

Three flat monthly tiers — Essentials at $3,500, Growth at $7,500, and CFO Partner at $10,000. Bookkeeping is included at every level, nothing is billed hourly, and every number is published openly rather than quoted behind a form.

What is the difference between a fractional CFO, a controller, and a bookkeeper?

A bookkeeper records what happened. A controller makes sure it is accurate, closed on time, and reported correctly. A CFO uses that output to decide what happens next — forecasting, pricing, financing, and growth. Every tier here covers all three functions under one fee instead of three hires.

Do I have to be in Weston to work with you?

No. Weston and west Broward are simply where in-person working sessions are easy. Everything from the monthly close to advisory calls works remotely when that suits you better, and the same engagements run in Fort Lauderdale and Miami.

How long is the commitment?

Month-to-month, with 30 days’ written notice to cancel. There is no annual contract and no lock-in — the work has to earn the next month.

How quickly can we start?

Most clients are fully onboarded within a week of the discovery call: scope defined, access gathered, and the first monthly close already underway.
Right Down the Road

Talk to a Neighbor About Your Numbers

Hiring a fractional CFO in Weston starts with a free 30-minute discovery call — an honest conversation, not a sales pitch.

Book a Free Discovery Call

Or call: (954) 604-3411 · david@lopezcfo.com

Also serving Fort Lauderdale and Miami · View flat-fee pricing