Fractional CFO Services

“When your numbers start raising questions your bookkeeper can’t answer, it’s time to elevate your financial support."

Many law firms and healthcare practices start with a reliable bookkeeper—and that works well for a while. But as your business grows, the financial questions you face become more complex. Eventually, keeping records isn’t enough. You need someone who can interpret them.
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That’s when you’ve outgrown your bookkeeper—and when you need CFO-level guidance.

Signs You’ve Reached the Next Stage

Most investors aren’t just buying into your vision—they’re investing in your numbers. They want proof that you can manage capital, understand your costs, and turn investment opportunities into results.

Here are a few red flags that indicate you’ve outgrown basic bookkeeping:

• You have revenue, but no clear understanding of profitability. Your bookkeeper can track income and expenses—but you’re still unclear which services, practice areas, or procedures are driving your bottom line.
• Cash flow is unpredictable. You’re unsure when you can afford to hire, invest, or expand. Bookkeepers track activity; CFOs forecast and plan for it.
• You’re being asked for financial reports you can’t produce. Whether it’s lenders, investors, or even internal stakeholders—when people request reports that go beyond balance sheets and income statements, you need financial strategy, not just tracking.
• You’re making decisions based on gut, not numbers. If hiring, pricing, or expansion decisions feel risky or reactive, it’s time for a CFO to help guide you with real data and financial modeling.

Why Bookkeeping Isn’t Enough Anymore

Bookkeepers are essential for reconciling accounts and maintaining clean records. But when it’s time to analyze trends, project future growth, and make strategic decisions, that’s a CFO’s job.

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Especially in law firms and healthcare practices—where services, billing cycles, and compliance requirements are unique—having a CFO who understands your industry makes a measurable difference.

How Egort & Partners Helps

At E&P, we often step in when clients have outgrown their bookkeeper but aren’t ready to hire a full-time CFO. As your fractional partner, we bring insight, structure, and strategic leadership without the overhead. We don’t replace your bookkeeper—we elevate their work into something actionable.