Services

Fractional CFO & AI Integration Services

Two ways we help MCA funding companies and property management companies: senior finance leadership, part-time, and practical AI and automation in your finance and back-office workflows.

Pillar 01

Fractional CFO

Senior finance leadership for your business, part-time.

Accounting Policies & Procedures

Written policies matched to how your business earns, so everyone works from one documented method.

Clean Books & Close

A monthly close run to those policies, with accounts reconciled and a close package leadership can read.

Cash & Bottom Line

Cash forecasting and profitability visibility: true cash and true profit, not a month-end estimate.

Lender & Audit Readiness

Reporting packages, data-room preparation and audit preparation. We prepare you for audits; we don't perform them.

Referrals to Tax Professionals

A clean year-end package, and introductions to independent tax professionals. We don't give tax advice.

Pillar 02

AI Integration

Practical AI and automation in your finance and back-office workflows, with people still reviewing the results.

Workflow Review

Find the repetitive finance and back-office steps worth automating, and the ones that aren't.

Setup With Controls

Set up and connect tools that fit the systems you already use, with review steps and an audit trail.

Team Adoption

Document the new process so your team can run it.

Examples: [PLACEHOLDER: document and invoice intake, transaction categorization, reconciliation matching, recurring report drafts]

[ASSUMPTION: AI scope and examples. No tools, capabilities, time savings or results claimed. Confirm whether Abraham builds automations himself or works with partners.]

Add-ons When You're Ready

Management dashboards, and for MCA funding companies, warehouse-facility readiness.

[ASSUMPTION: add-on list to confirm with Abraham]

What We Don't Do

We don't perform audits, issue opinions or provide attestation. We don't give tax advice; we refer you to independent tax professionals.

For MCA funding companies: Moses Mashiah CFO does not fund, lend or broker deals.

Engagement Shape

Engagements usually start with a cleanup project and continue as a monthly retainer.

[ASSUMPTION: engagement shape]

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Put a Fractional CFO Behind Your Business

Start with a consultation about how your finance function and back office run today.

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