Expert Financial Management

WORTH Fiscal Management, Inc. provides Client Advisory Services (CAS) and outsourced accounting and human resources solutions. Our more than 30 years of experience have placed us in a position to take on clients who may be in trouble because of financial and management issues. We keep you in compliance with all government requirements while meeting your goal of development and growth.

We began working with nonprofit organizations many years ago as technical assistance providers. Today, with advanced technology and ERP systems, we have kept our clients on budget and recorded high profits and growth for them. Our team continues to grow, and today, we continue working one-on-one with clients, providing 24-hour support.

Our mission: To help businesses succeed in their mission.

Create a Stress-Free Future

Partner With a Top-Tier CFO Team

Create a Stress-Free Future

Establish a solid financial foundation that won’t hold you back as you grow. With our expert support, you can stay compliant, maintain accuracy as your business evolves, and meet the expectations of your investors.

Personalized Onboarding

Partner With a Top-Tier CFO Team

Create a Stress-Free Future

Your dedicated team learns about your business and connects to your financial data sources, ensuring a tailored approach to your bookkeeping needs and setting the stage for accurate books.

Partner With a Top-Tier CFO Team

Get a Financial Model You Can Trust

We hire CFOs from top investment banks, PE & VC firms, and consulting firms to ensure that you are paired with someone who understands your business and is well-versed in the support you are looking for.

Get a Financial Model You Can Trust

Manage Expenses and Scale Effectively

Get a Financial Model You Can Trust

Access insightful forecasts and collaborate on strategic moves, leveraging our extensive experience with hundreds of companies like yours. We’ll strategize and model the impact of various scenarios to help guide your business in the right direction.

Manage Expenses and Scale Effectively

Need to stretch your cash? We’ve got your back. We’ll help you run a tight financial ship by implementing cash management strategies and providing a clear, insightful view of your spending to maximize your efficiency.

Attract Investor Interest

Manage Expenses and Scale Effectively

Elevate your pitch with an experienced CFO, not only to craft a personalized financial model, but also to help you maximize your valuation. We guide you through the process and help you choose the right form of capital so you can navigate your fundraising or M&A process confidently.

Monthly Engagement

Your CFO will partner with you during the ongoing monthly engagement. We will start by creating a financial model to deeply understand your business & lay the foundation for your ongoing Monthly Engagement.

Specific projects & monthly deliverables by engagement level are included below:

Bi-weekly or monthly meetings to review the company’s financial health & strategic insights
Monthly update of the financial model with actuals
Monthly Budget vs Actuals analysis
Ad-hoc scenario planning to understand the impact of business decisions
Customized strategy & operations projects specific to your company’s needs
Example Projects: Cash management & runway optimization, investor & board reporting, headcount & compensation planning, in-depth scenario planning, strategic planning, monetization & pricing strategies, fundraising insights & equity story
In-depth fundraising & M&A support

FAQs

How Long Does It Take to Get Started?

Getting started typically takes 1–2 weeks. If you are already using accounting software, our qualified team is ready to onboard. We can also transition you to more advanced programs, such as NetSuite.

My Books Are a Disaster, and I Am Way Behind. Can You Help Me?

Absolutely, hand it over to us, and we will get you caught up to date.

How Does Pricing Work? Are There Any Long-Term Commitments?

We charge a fixed, flat fee per month, depending on what you are looking for our team to assist with. We offer month-to-month plans as well as annual plans.

Who Will I Be Working With?

We are a full-service accounting solution - we handle it all! Our team is qualified to work with you one-on-one in all positions, from accounting clerk to CFO.

Empower Your Business Finances

Expert Financial Management

Create a Stress-Free Future

Partner With a Top-Tier CFO Team

Create a Stress-Free Future

Personalized Onboarding

Partner With a Top-Tier CFO Team

Create a Stress-Free Future

Partner With a Top-Tier CFO Team

Partner With a Top-Tier CFO Team

Get a Financial Model You Can Trust

Get a Financial Model You Can Trust

Manage Expenses and Scale Effectively

Get a Financial Model You Can Trust

Manage Expenses and Scale Effectively

Manage Expenses and Scale Effectively

Manage Expenses and Scale Effectively

Attract Investor Interest

Manage Expenses and Scale Effectively

Manage Expenses and Scale Effectively

Monthly Engagement

FAQs