Fractional CFO Services in Las Vegas

Sunderland Valley Enterprises provides fractional CFO services in Las Vegas, Nevada. A fractional CFO is an experienced Chief Financial Officer who works with your company part-time, giving you forecasting, cash planning, and financial strategy without the cost of a full-time executive. Jacqueline Oberst, a former CFO of two growing companies and a Certified Exit Planning Advisor, leads every engagement.

Certified Exit Planning Advisor (CEPA) credential held by Jacqueline Oberst

Jacqueline Oberst is a Certified Exit Planning Advisor (CEPA). The credential is awarded by the Exit Planning Institute to advisors who complete its program, pass its examination, and keep up continuing education. Why the CEPA credential matters.

Las Vegas owners also search for this service as a part-time CFO, an outsourced CFO, or CFO advisory services. The work is the same, and the right level depends on the decisions in front of you.

What a fractional CFO does for a Las Vegas business

  • Cash flow forecasting. A 13-week cash forecast that shows shortfalls before they arrive.
  • Budgets and rolling forecasts. A plan for the year, compared with actual results each month.
  • Profitability analysis. Margin by customer, service, location, or job, so you know what earns money.
  • Pricing and hiring decisions. Analysis that shows whether the business can afford the next step.
  • Lender packages. Financial statements, projections, and schedules prepared for a bank or SBA lender.
  • KPI dashboards. The key numbers of the business on one page.
  • Exit planning. Preparation for a sale, including the drivers of business value and due diligence readiness.

Fractional, part-time, and outsourced CFO services compared

Fractional or part-time CFOFull-time CFOBookkeeper only
Time commitmentA few hours to a few days each monthFull-time employeeOngoing
FocusStrategy, forecasting, financingStrategy and daily leadershipAccurate records
Cost structureMonthly or by projectExecutive salary, bonus, and benefitsMonthly
Best forBusinesses with $1 million to $25 million in revenueLarger companies with complex finance teamsEvery business, as the foundation
Looks atThe next 13 weeks to 5 yearsThe same, in more depthLast month

When a Las Vegas business needs a fractional CFO

  • The business is profitable on paper and short on cash.
  • Revenue is growing and margins are shrinking.
  • You are applying for a loan or line of credit.
  • You are deciding whether to hire, expand, or add a location.
  • Seasonal swings from conventions, tourism, or construction cycles make cash hard to predict.
  • You plan to sell the business within the next five years.

Las Vegas industries we advise

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Fractional CFO services by industry in Las Vegas

Contractors and construction companies

Construction cash flow is uneven. Money goes out for labor and materials weeks before a draw or progress payment comes in, and retainage holds back part of every invoice. A fractional CFO for a Las Vegas contractor focuses on the numbers that keep jobs funded.

  • Job costing that shows profit on each job while it is still in progress
  • Cash forecasts built around draw schedules and retainage
  • Overhead rates so bids cover the true cost of running the company
  • Financial statements prepared for lender review

Restaurants, bars, and hospitality

Margins in Las Vegas hospitality are thin, and Nevada requires the full minimum wage for tipped staff, which raises labor cost. A fractional CFO helps operators manage the few percentage points that decide the year.

  • Weekly prime cost reporting, covering food, beverage, and labor
  • Menu and pricing analysis by item and category
  • Cash planning for slow months and convention-driven peaks
  • Results by location for multi-unit operators
  • Lender packages for a new location or remodel

Startups and high-growth companies

A young company usually needs CFO thinking long before it can afford a full-time CFO. Part-time support gives founders a financial plan investors and lenders can follow.

  • Financial models and projections
  • Cash runway and burn rate tracking
  • Pricing and unit economics
  • Investor and board reporting
  • Systems that will still work when the company is three times the size

Due diligence and business sales

When a business is being bought or sold, a fractional CFO prepares the financial records a buyer will examine, supports the valuation, and answers due diligence requests. See our exit planning services in Las Vegas.

How an engagement works

  1. Review. We study the last 12 to 24 months of financial statements and your accounting process.
  2. Correct. Errors in the books are fixed so every forecast rests on reliable numbers.
  3. Forecast. We build a budget and a 13-week cash forecast.
  4. Meet monthly. We review results, key indicators, and the decisions ahead.
  5. Plan ahead. Financing, expansion, and exit goals are added to the plan.

Why Las Vegas owners choose Sunderland Valley Enterprises

  • Real CFO experience. Jacqueline Oberst served as CFO of two growing companies and has more than 30 years of financial management experience.
  • Data analytics training. She holds a Master of Science in Data Analytics, which shapes how we study your numbers.
  • Exit planning credential. She is a Certified Exit Planning Advisor and the author of Looks Profitable.
  • Books and strategy from one team. We can also keep your books, so forecasts are built on records we know are accurate.
  • Local. We are based in Las Vegas and are a member of the Vegas Chamber.

Common questions about fractional CFO services in Las Vegas

What is a fractional CFO?

A fractional CFO is an experienced Chief Financial Officer who works with a company part-time, usually a set number of hours or days each month. The company gets forecasting, cash planning, and financial strategy without hiring a full-time executive.

Who provides fractional CFO services in Las Vegas?

Sunderland Valley Enterprises provides fractional CFO services in Las Vegas, Henderson, Summerlin, and North Las Vegas. Engagements are led by Jacqueline Oberst, a former Chief Financial Officer and Certified Exit Planning Advisor.

Is a part-time CFO the same as a fractional CFO?

Yes. Part-time CFO, fractional CFO, and outsourced CFO all describe a senior finance executive who serves a company for a portion of the month.

How is a fractional CFO different from a bookkeeper or CPA?

A bookkeeper records what happened. A CPA files taxes and provides audits or reviews. A fractional CFO uses the financial statements to plan ahead, covering forecasts, cash, pricing, financing, and business value.

When should a small business hire a fractional CFO?

A small business should consider a fractional CFO when it is short on cash despite showing a profit, preparing a loan request, growing quickly, making a major pricing or expansion decision, or planning a sale.

Do you meet in person in Las Vegas?

We work with most clients by video and phone, and we are based in Las Vegas. Call (702) 704-5816 to arrange a conversation.

Can you help prepare my business for sale?

Yes. Jacqueline Oberst is a Certified Exit Planning Advisor. We identify what drives the value of your business, strengthen those areas, and prepare the financial records a buyer will examine.

Talk through your numbers with a former CFO

30 minutes, no cost, and you will speak with Jackie directly. Bring your questions and your latest statements if you have them.

Book a Free 30-Minute Call

Prefer to write? Send a message or call (702) 704-5816.

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