Fractional CFO Services in Fort Lauderdale

Serving Broward County

Fractional CFO Services in
Fort Lauderdale

A fractional CFO in Fort Lauderdale gives you executive financial leadership for 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.

fractional CFO in Fort Lauderdale — David Lopez, CPA of Lopez Consulting Services
David Lopez, CPA
Lopez Consulting Services

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. If you have been searching for a fractional CFO in Fort Lauderdale, that is the role I step into — not a dashboard, and not a call center.

$34M
Client revenue currently under management across 9 active South Florida businesses
3
Flat-fee service tiers — every client knows the price before we start. See pricing →
$0
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.

🏗
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 — once you know the real cost of doing business on the water.
⚖️
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.
What does a fractional CFO in Fort Lauderdale cost?
Every plan is a flat monthly retainer set at the start of the engagement, month-to-month, with no hourly invoices. The right tier depends on whether you need the books run, controller-level oversight, or full CFO strategy on top. Current pricing is published on the pricing page.
What Happens Next

Your First 90 Days With a Fractional CFO in Fort Lauderdale

Engagements open with a free thirty-minute discovery call, and most clients are fully onboarded within a week. Here is what the first quarter actually looks like.

01
Days 1–30 · Get the books right
Reconciliations, coding, AR/AP and payroll coordination are brought current so the monthly close produces statements you can rely on. Nothing useful gets built on numbers you do not trust.
02
Days 31–60 · See the cash
A 13-week cash forecast goes in, alongside the KPI dashboard and the variance analysis that turn a monthly close into a management conversation instead of a filing exercise.
03
Days 61–90 · Make the decisions
Budgets, scenario modeling and clean reporting for the decisions that were waiting on better numbers — lending conversations, hiring, pricing, and any raise, purchase or sale on the horizon.

See what a fractional CFO costs, compare the full scope of services, or read how I work through real numbers in the Think Like a CFO case library.

Start With a Conversation

Thirty Minutes. No Pitch.

We’ll talk through where your numbers stand and whether a fractional CFO in Fort Lauderdale makes sense for your Fort Lauderdale business.

Book a Free Discovery Call

Or call: (954) 604-3411

Also serving Miami and Weston · View flat-fee pricing