(925) 484-0620

A Trusted Partner Since 2003

 

CFO Services

CFO Services – Strategic Insight Without the Overhead

Part-Time CFO Support that Feels Full-Time when It Matters Most

When your business needs more than bookkeeping but isn’t ready for a full-time CFO, Franklin Management delivers high-level financial leadership tailored to your goals.

About CFO Services

We help you see the big picture, make smarter moves, and stay financially agile as you grow.

Our outsourced CFO services provide the strategic guidance growing organizations need to navigate complexity, plan for the future, and make confident decisions. From forecasting and budgeting to internal controls and team oversight, we act as your financial co-pilot—helping you see the big picture and stay on course.

Why It Matters

Without strategic financial leadership, businesses risk flying blind. A part-time CFO brings clarity to your numbers, structure to your planning, and insight to your decisions—without the cost of a full-time hire. It’s the smart way to scale with confidence

Part-Time CFO

Strategic Financial Leadership Without the Full-Time Cost

  • Cash flow forecasting and loan package preparation
  • Budgeting and long-term financial planning
  • Internal controls to reduce fraud and improve accountability
  • Profit margin and revenue analysis
  • Systems and workflow optimization
  • Bookkeeper supervision and training
  • Strategic guidance for major decisions and board reporting

Let’s Build Smarter

If you’re ready for financial leadership that grows with you, let’s talk. Franklin Management is here to help you move forward with clarity and confidence

The Cost of Going Without

One client came to us after discovering a trusted employee had embezzled over $100,000 due to weak internal controls. Another was blindsided by a tax bill that nearly derailed operations. Strategic oversight isn’t a luxury—it’s protection.

Flying blind can cost you more than you think.

Our Experience

We’ve helped clients secure funding, improve margins, and build scalable systems. Whether it’s preparing a loan package, guiding a board through budgeting season, or training internal staff, we bring decades of experience to every engagement.

Our Services

CFO Services

Strategic financial leadership without the full-time cost. Get expert guidance on budgeting, forecasting, and scaling your business.

Outsourced Accounting

Reliable accounting support tailored to your needs. From bookkeeping to financial reporting, we keep your numbers in check.

Advisory

Proactive business advisory to reduce risk and increase savings. Get insights on tax planning, budgeting, and financial decision-making.

Clients

10+ Years Clients

Books Managed

Years in Business

Contact Franklin Management Systems, Inc.

San Francisco Bay/Pleasanton

(925) 484-0620

1807H Santa Rita Road, Suite 225
Pleasanton, CA 94566

Boston

(617) 325-2600

675 VFW Parkway, Suite #180
Chestnut Hill, MA 02467