How to build a 13-week cash flow forecast
A practical weekly cash forecast for business owners: receipts, payments, scenarios, and a routine for turning the forecast into decisions.
Read the guideFor business leaders
Fractional CFO services
Flexible CFO support for business owners who need financial leadership, planning, and decision support.
Support shaped around your needs.
When your business needs financial leadership, a fractional CFO can provide focused support with a scope that fits your needs. RH and Associates works with business leaders to connect financial information with practical decisions.
Who this service is for
Business owners and leadership teams who need CFO guidance on a fractional basis, whether for ongoing support or a defined business priority.
How we can help
Cash flow and planning
Build a clearer view of cash needs, financial assumptions, and the choices affecting your business.
Reporting that supports decisions
Focus management reporting on the financial information your leadership team needs to understand performance.
A financial perspective on your priorities
Evaluate business decisions with attention to their financial implications, tradeoffs, and next steps.
A common question
What is a fractional CFO?
A fractional CFO provides financial leadership on a part-time or scoped basis. The engagement can focus on planning, cash flow, reporting, or other financial priorities agreed with the business.
Let’s start with your situation.
Tell us about your business, your current finance team, and the decisions where you need more financial support.
Serving the Greater San Francisco Bay Area from San Jose. In-person meetings by arrangement; Monday–Friday, 8 a.m.–6 p.m. Pacific.
We’ll discuss the scope, fees, and next steps before work begins.
Contact RH and AssociatesGuides for your next step.
All resourcesBookkeeper, controller, or fractional CFO: what support do you need?
Compare transaction support, accounting oversight, and financial leadership so you can choose the right next step for your business.
Read the guideWhat belongs in a useful monthly financial report?
Build a monthly reporting package that connects financial statements, cash, a few meaningful measures, and decisions for the business owner.
Read the guideMore ways we can help.
View all servicesIndividual tax preparation
Thoughtful preparation for your personal tax return, from straightforward filings to more complex income and deductions.
Explore this serviceCompany tax preparation
Tax preparation and planning built around your company, with a clear view of the information needed and the next steps.
Explore this serviceIRS resolution
Professional support when an IRS letter, audit, or unresolved tax matter needs your attention.
Explore this service