You’ve Come to the Right Place! 

With all of our FINANCIAL services, you get:

A dedicated CPA who will be your strategic partner. 

Accuracy, timeliness, and accessibility. 

Tax knowledge that saves you from costly errors and penalties.

Help understand your financial statements so you have a clear picture of your business’ financial health. 

Streamlined accounting processes that make it easier and faster to complete financial tasks.

Services catered specifically to the needs of your business.

Our Services

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Complete Package: Starts at $1050/month

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Starter Package:
Starts at $350/month

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Essentials Package: Starts at $650/month

Starter Package: Starts at $350/month

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Accounting System Setup
Monthly Bookkeeping
Monthly Financial Statements
Accounting Subscription

Accounting

Tax Wellness Scorecard

TAX

Ideal for: Pre-Launch and First Year of Business

Ideal for: Businesses Looking to grow and level up

Accounting System Setup
Monthly Bookkeeping
Monthly Financial Statements
Accounting Subscription

Accounting

Income Tax Filings
Sales Tax Compliance
Tax Wellness Scorecard

TAX

Entity Renewal (Good Standing)
Annual Entity Review

Compliance

Annual Budget
Quarterly Coaching
Tax Strategy (1x)

Growth Management

Essentials Package:
Starts at $650/month

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Complete Package: Starts at $1,050/month

Ideal for: Businesses who are seeking A dedicated solution

Accounting System Setup
Monthly Bookkeeping
Monthly Financial Statements
Accounting Subscription

Accounting

Income Tax Filings
Sales Tax Compliance
Tax Wellness Scorecard

TAX

Entity Renewal (Good Standing)
Annual Entity Review 

Compliance

Annual Budget
Monthly Coaching
Tax Strategy (2x)
Financial Analysis (KPI Dashboard, etc.)
Cash Flow Forecasting

Growth Management

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More About Fractional CFO

About our 10-Point
Tax Wellness Scorecard

Our Tax Wellness Scorecard is a handy checklist that assures you that all of your financial affairs are in order. It covers things like compliance, bookkeeping, data health and automation, business credit and funding, tax filings, and more. This scorecard will help you know where you need FMS’ help and give you a picture of what a financially healthy business should look like! 

Fractional CEO services

Keynote Speaker | Financial Education

Tax and CPA Services

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Fractional CFOs provide part-time financial leadership and expertise. Here's what they do:

  • Financial Strategy: They help plan and guide the company’s financial future.
  • Budgeting and Forecasting: They create and manage budgets and financial forecasts.
  • Cash Flow Management: They ensure the business has enough cash to operate smoothly.
  • Cost Control: They find ways to reduce costs and improve efficiency.
  • Financial Reporting: They prepare financial reports and ensure compliance with regulations.
  • Fundraising: They assist in raising capital and managing investor relationships.
  • Risk Management: They identify and manage financial risks.
  • Mergers and Acquisitions: They help with buying or merging with other companies.
  • Systems Improvement: They improve financial systems and processes.
  • Interim CFO: They temporarily fill the CFO role during transitions.
  • Team Mentoring: They coach and mentor the company’s finance team.

These services are ideal for businesses that need high-level financial guidance without the cost of a full-time CFO.

What services does fractional CFOs provide?

About Rockville MD

Rockville, MD, is a vibrant city located in the heart of Montgomery County, just outside Washington, D.C. It is known for its diverse community, rich history, and thriving economy. Rockville serves as a major retail and commercial hub, offering a variety of shopping, dining, and entertainment options. The city is also home to numerous parks and recreational facilities, making it an attractive place for families and outdoor enthusiasts. Additionally, Rockville boasts a strong public school system and is well-connected by public transportation.

Rockville, MD, has several notable landmarks and attractions:

  • Rockville Town Square: A bustling center with shops, restaurants, and community events.
  • Glenview Mansion: A historic estate with beautiful gardens, often used for cultural events.
  • Croydon Creek Nature Center: Offers nature trails and educational exhibits.
  • Peerless Rockville Historic District: Showcases the city's rich history through preserved buildings and sites.
  • Rock Creek Regional Park: A large park perfect for hiking, picnicking, and boating.

These spots offer a mix of history, culture, and outdoor activities.

Directions to Rockville MD

From IAD:

  • Take the Dulles Access Rd to I-495 North (Capital Beltway) toward Maryland.
  • Exit onto I-270 North toward Rockville/Frederick.
  • Take Exit 5 for MD-189/Falls Road, which leads into Rockville.

From Ronald Reagan Washington National Airport (DCA):

  • Take the George Washington Memorial Parkway to I-495 North.
  • Follow I-495 North to I-270 North.
  • Take Exit 5 to reach Rockville.

909 Rose Ave, Suite 400
Rockville
Maryland

Where you can find me:

Fractional CFOs, also known as outsourced CFOs or part-time CFOs, play a crucial role in maintaining a company's financial health. They offer consulting services tailored to the needs of each business, from financial reporting and tax strategies to capital raising and strategic planning. For startups and companies at various stages of growth, fractional CFO services provide a strategic path forward, helping to align financial numbers with business goals.

The Role and Benefits of Fractional CFO Services

A fractional CFO is a part-time CFO who provides outsourced financial leadership to multiple companies. These professionals offer critical financial insights, helping businesses manage their finances, plan for growth, and secure funding, without the need for a full-time CFO.

What is a Fractional CFO?

Fractional CFO services offer businesses, especially startups and SMEs, the expertise of a Chief Financial Officer (CFO) without the full-time commitment. This model allows companies to access high-level strategic financial management on a part-time basis, providing flexibility and cost-effectiveness.

Understanding Fractional CFO Services

FMS Advisory offers Fractional CFO services providing high-level financial expertise on a part-time basis, ideal for small to medium-sized businesses. Their services include strategic financial planning, cash flow management, financial reporting, budgeting, and performance improvement. Clients benefit from cost-effective access to experienced CFOs, with flexible solutions tailored to their needs. This approach allows businesses to gain expert financial guidance without the commitment of a full-time executive.

FMS Advisory | Fractional CFO Services

Whether you’re just starting or looking to streamline your tax processes, this guide has you covered.

Tax Compliance Guide for Women-Owned Businesses

GET YOUR COPY NOW FOR FREE!

Jontae Grant

"Festina is always attentive and gets back to me in little to no time. She also explain things I need to know thoroughly. My books are organized, paperwork in order and everything is filed correctly for my business. She's the best accountant and I appreciate what she does daily for my business! I also appreciate the check ups if she don’t hear from me in a while."

Natoria Edwards

"Festina was recommended by a friend for tax services. I had a tax issue and my prior CPA was not responsive. So I truely appreciate the Thorough communication and feedback that Festina provided. I really enjoyed the expereience of working with her and will be back next year!"

"Festina is very professional and has always done exceptional work with tax and bookkeeping. I enjoy the communication and the planning. Festina keeps me on target with my initial financial goals and pushes me to think of the future of my business. Her communication is always timely and clear to help you understand finance for your business. Before working with FMS advisory...

Ashley McClain

...I had been hoping from tax prep services and was missing out on key fillings in my taxes. Thankfully Festina was able to address these issues and place on a path to success. Currently, my tax/accounting situation is much more organized. I can easily find any tax or accounting documentation. If I have questions FMS advisory is easily accessible to answer any questions I may have."

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