Top Fractional CFO and Strategic Finance Advisors in Miami, FL

Boca Raton fractional CFO and controller firm founded and led by John Long, a CPA with 16 years as CFO and EVP at a print and promotional products company. Works directly with businesses generating $2 million to $20 million in revenue on cash flow analysis, forecasting, scenario modeling and KPI dashboards. Structured as flat monthly retainers rather than hourly billing, with controller services starting at $3,200 a month and fractional CFO advisory priced by scope. Long handles every engagement personally, with no junior handoffs.

Miami firm on Brickell Avenue led by Christoffer Nielsen, who also owns Nielsen Valuation Group, a business valuation practice. Oak CEO provides fractional and interim CFO, CEO and COO roles for mature, cash-flow-positive companies, typically $1.5 million to $30 million in revenue, with its largest client reported at $87 million. Focuses on operational improvement and M&A-related work rather than startup fundraising. Billed as a monthly retainer of $8,000 to $25,000 depending on scope, or $200 to $500 an hour, on month-to-month contracts.

Fort Lauderdale firm headquartered downtown, founded by CPAs Marc Egort and Sam Applebaum, who cite more than 65 years of combined CPA experience. Egort & Partners layers bookkeeping, payroll and financial reporting up through fractional CFO advisory, M&A preparation, forecasting and equity structuring, with a focus on healthcare, legal and other service-based businesses. Case studies on its site include a $4.2 million home healthcare agency and a healthcare group with combined revenues exceeding $59 million. The firm reports a 95% client retention rate.

Miami firm at 782 NW 42nd Avenue led by Managing Partner Nischay Rawal, a CPA and Enrolled Agent. NR CPAs runs a virtual CFO practice area alongside its tax and business-advisory work, covering budget creation, cash flow management and financial decision-making, plus a dedicated startup-advisory line for financial modeling, investor-ready reporting, cash flow forecasting and capital-structure guidance ahead of a raise. Also handles business formation and tax planning for the same startup and tech clients it serves.

Fort Lauderdale CPA advisory firm on Las Olas Boulevard offering fractional CFO services alongside tax planning, outsourced accounting, financial modeling and transaction advisory across 12 specialized industries including SaaS, healthcare, law firms, real estate and construction. Structures fractional CFO engagements as flat monthly retainers rather than hourly billing, with a dedicated point of contact providing year-round attention rather than deadline-driven service. Serves small and mid-sized businesses, startups and high-net-worth individuals.

Coral Gables CPA firm at 550 Biltmore Way offering part-time CFO services layered onto its accounting practice: financial management, budget preparation, profitability analysis, cash management, financial controls and mergers-and-acquisitions assistance. Positions the service as a fraction of the roughly $100,000 to $150,000-plus a full-time CFO costs in salary and benefits, aimed at growing businesses that need executive-level financial guidance without adding a full-time hire.

Boca Raton tax and accounting firm at 2255 Glades Road, with a second office in White Plains, New York, founded by brothers Dennis P. Lavin and James Lavin, both CPAs; Dennis P. Lavin II has since joined. Offers outsourced and fractional CFO work alongside tax preparation, bookkeeping and IRS representation, citing nearly 35 years in practice. From its Boca Raton office it serves businesses and individuals across Delray Beach, West Palm Beach, Boynton Beach, Palm Beach, Wellington, Tequesta and Jupiter.

South Florida CPA firm with an office at 2385 NW Executive Center Drive in Boca Raton, offering outsourced CFO and controller services alongside audit, tax, payroll and IRS-resolution work. CFO-side services cover business planning, profit-improvement strategy, operations review, cash flow management and support around mergers and acquisitions. Positions the offering as full CFO-level financial oversight at a fraction of the cost of a full-time hire.