Fractional CFO  ·  COO  ·  Accounting

Financial clarity.
Operational excellence.
Built to scale.

ArcCap Advisors delivers senior-level financial and operational leadership to growing businesses — without the overhead of a full-time executive hire.

Who We Are

Strategic advisors who drive results

ArcCap Advisors is a boutique advisory firm providing outsourced CFO, COO, and accounting services to small and mid-sized businesses. We embed alongside your team to provide the kind of senior financial and operational guidance that was once reserved for large enterprises.

Our approach goes beyond the numbers. We identify inefficiencies, build scalable processes, align your financial strategy with your growth goals, and give you the clarity to make confident decisions — month after month.

From cash flow optimization and tax strategy to partner compensation and margin improvement, we cover the full spectrum of your financial operating needs.

$1.3M
Audit liability reduced to $65K
$4M
Tax return error uncovered
6-fig
Saved vs. full-time CFO hire
90%
Processing time reduction via ERP

What We Do

Our Service Offerings

Tailored engagements built around your business needs — from full fractional leadership to targeted advisory.

Chief Financial Officer Services

Senior finance leadership on a fractional basis — providing the strategic insight and financial rigor your business needs to grow profitably.

  • Monthly financial review (MoM & YoY)
  • Annual budgeting & forecasting
  • Cash burn & surplus analysis
  • Gross margin analysis
  • Actuals vs. forecasted comparisons
  • Profit & loss deep-dive

Chief Operating Officer Services

Operational leadership that streamlines your business engine — aligning people, process, and profit strategy for maximum efficiency.

  • Streamlining workflows & job descriptions
  • Commission & pricing matrix development
  • Optimizing margin mix
  • Financial strategy + sales & marketing alignment
  • Technology & ERP integration

Accounting & Bookkeeping

Accurate, timely bookkeeping and accounting oversight — so your financials are always in order and your team stays focused on the work that matters.

  • AR/AP entry & vendor management
  • Payroll processing & entry
  • Monthly account reconciliations
  • W-9 & 1099 collection
  • Quarterly & annual reporting
  • SOP development & process improvements

Tax Strategy & Compliance

Proactive tax planning and audit defense — minimizing your liability, maximizing savings opportunities, and keeping you compliant across all jurisdictions.

  • Corporate, sales & use, VAT, franchise tax review
  • Audit support & defense
  • R&D credits & bonus depreciation
  • Flow-through income analysis
  • Tax provision & transfer pricing
  • Indirect tax consulting

Cash Flow Management

Turn cash flow from a reactive concern into a strategic advantage — with scoreboard reporting, vendor optimization, and data-driven decision tools.

  • Monthly cash in / cash out reporting
  • Vendor payment terms & discount strategies
  • Receivables optimization
  • ACH & credit protocol strategies
  • Cash surplus & burn forecasting

Financial Strategy & Consulting

High-impact strategic consulting to drive margin improvement, revenue growth, and operational ROI — customized to your business stage and goals.

  • Margin improvement & profit leak analysis
  • Tiered pricing matrix development
  • Practice area strategy & structure
  • Process assessment & improvement
  • High-margin service identification

Real results. Measurable impact. Every engagement.

$1.5M Revenue from $185K in 2 years
30% Higher sell prices via pricing matrix
$300K State tax refund secured
$70K Annual savings from lease review

Client Value

Cost savings & ROI highlights

A sample of the measurable impact ArcCap Advisors has delivered for clients across industries.

Service Area Client Benefit Success Story
Tax Strategy Avoid penalties, lower tax liability Reduced NY audit liability by $1.2M; uncovered $4M federal return error
Forecast & Budgeting Improved cash flow & decision-making Developed annual budgets by expense category to align cash flow with strategic goals
Cash Flow Reporting Data-driven profitability decisions Monthly scoreboard reports showing cash in/out, net surplus/burn each month
Vendor Management Identify cost leaks & better terms Identified lease clause saving $70K/year; negotiated vendor terms saving $20K
Margin Improvement Stronger bottom-line results Grew service revenue from $185K to $1.5M annually; tiered pricing raised sell prices 30%
Process Improvements Accuracy, speed, lower overhead ERP implementation reduced processing time 90%, eliminating an $80K/year hire

Get in Touch

Let's talk about your business goals

Whether you're looking to optimize cash flow, reduce your tax burden, or build scalable financial operations — we'd love to learn more about your business and explore how ArcCap Advisors can help.

Services Fractional CFO · COO · Accounting · Tax Strategy
Serving Small & mid-sized businesses nationwide