Fractional CFO & Accounting Services in Weston

Home Base · West Broward

Fractional CFO & Accounting
Services in Weston, FL

Not an office we opened here — 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.

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.

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 over $24M in combined revenue — stay because the work compounds: every month the forecasts get sharper and the decisions get easier.

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.
Right Down the Road

Talk to a Neighbor About Your Numbers

Every engagement 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