Fractional CFO Consulting Services

CFO Advisory with Nepsis

Nepsis offers CFO advisory services that provide high-net-worth business owners and family enterprises with expert financial leadership tailored to complex operations. Available in a range of commitments—from fractional support to project-based engagements to ongoing advisory—we deliver strategic guidance to optimize financial performance, enhance decision-making, and align your business with long-term goals—integrating seamlessly with our tax planning and estate planning teams for a unified approach.

How Nepsis Excels in CFO Advisory

Expert Financial Leadership: Strategic oversight drives your business forward, adaptable to fractional or project-based needs.
Holistic Integration: Alignment with tax and estate planning optimizes your wealth across all engagement levels.
Proactive Insights: Anticipatory advice keeps you ahead of challenges, from short-term projects to ongoing advisory.
Customized Strategies: Tailored solutions for your complex business needs, scaled to your commitment.
Trusted Partnership: Reliable guidance enhances your decision-making, whatever the scope.

I apply the diverse skills and knowledge I have acquired throughout my career to the Nepsis family office framework to deliver impactful results for our business owner clients. The need for planning and analytics for business is strong and it is rewarding to deliver this to help our clients achieve their dreams and goals.

Kelly Nanasy | Vice President of Accounting and Advisory Service

Strategic Financial Oversight

Our advisors act as your part-time or interim CFO, offering high-level insights into cash flow management, profitability analysis, and growth strategies. We design financial frameworks that support your business vision, ensuring every decision is data-driven and future-focused, adaptable to your chosen commitment level.

Integrated Planning Support

We collaborate with your tax and estate planning teams to align financial strategies with multi-entity structures and wealth preservation goals. This holistic approach minimizes tax liabilities and mitigates risks, enhancing your overall financial ecosystem across all engagement types.

Proactive Business Guidance

Nepsis provides forward-looking advice on capital allocation, risk management, and investment opportunities. We anticipate market shifts and regulatory changes, equipping you with the tools to navigate challenges and seize growth prospects, whether for a specific project or ongoing support.

Tailored for Complexity

Designed for businesses with diverse operations and multiple entities, our CFO advisory addresses the intricacies of your financial landscape, offering customized solutions that generic advisory services cannot match, scalable to your commitment needs.