A CFO who drives profit, helps with funding, and provides you with actionable insights

Drive bottom line growth with a frcational cfo

Trusted by hundreds of businesses Across The United States | Over a Decade of Experience

From tax filings to payroll to incorporation — we handle the numbers so you can focus on your business.

Experts in helping you raise capital
Serving clients from pre-revenue to $50 million
Full-service accounting services from bookkeeping to fractional CFO
Helped businesses across the United States scale & find clarity

CALL NOW: +1 507-652-5413

OUR SERVICES

A CFO FOR FUNDING, SCALING, AND Exiting

Side by Side Financial is the CFO for companies at every stage, from pre-seed to growth and exit. We support founders through initial fundraising, strategy-fueled growth, late-round raises, and successful exits.

Payroll Management

Our team ensures that every aspect of your payroll is covered! Your employees are paid on time, with accurate deductions. Managed payroll will help keep the IRS off your back and your employees happy!

Business Accounting

Our team is versed in business accounting strategies that help you save on your tax bill while remaining compliant with all tax laws. With over 15 years of business accounting experience, we can help any business!

Fractional CFO

Every business gets to a point where it needs sa CFO but can't afford a full-time CFO. Our fractional CFO services give you experts in getting funding at just a fraction of the cost of hiring a full time CFO!

Budgeting, Forecasting, & Projections

Side By Side Financial helps ensure your business has a realistic budget and we help you update the budget throughout the year. We also do your forecasting & projections!

Monthly Bookkeeping for Small Businesses

We manage your books so you can manage your business. Get accurate, audit-ready reports without lifting a finger customized for your business.

IRS Audit Support and Audit Risk Management

If you’re facing a IRS review, we defend your case, reduce penalties, and handle all communication — so you stay focused on your customers, not the IRS.

TESTIMONIALS

What Our Clients Say...

★ ★ ★ ★ ★

Side by Side Financial brought structure and clarity to our property management finances. Their reporting is accurate, timely, and easy to understand. Excellent communication and top-tier service.

Property Management Company

★ ★ ★ ★ ★

Jordan and the team helped us streamline commissions, track cash flow, and plan smarter. The dashboards and monthly reports are incredibly helpful. Highly recommend for any brokerage.

Real Estate Brokerage

★ ★ ★ ★ ★

Fantastic accounting partner. They helped us understand margins, clean up inventory accounting, and forecast more accurately. Professional, knowledgeable, and reliable.

Auto Parts Distribution Vendor

★ ★ ★ ★ ★

Side by Side Financial helped us get a clear handle on costs, margins, and production planning. Great service and extremely helpful for growing food brands.

BBQ Sauce Creator / Food Brand

About Side By Side Financial

Side By Side Financial was founded with a passion for helping individuals navigate their financial goals with customized services to fit their needs. Our team of experienced professionals in Tax Preparation, Bookkeeping, and Financial Planning is committed to providing personalized financial solutions to help our clients thrive. We understand the unique challenges individuals face in managing their finances and strive to build long-lasting relationships built on trust and expertise.

CALL NOW: +1 507-652-5413

FAQ

Frequently Asked Questions

What do your fractional CFO packages include?

Our comprehensive package covers bookkeeping, payroll, budgeting, forecasting, advisory, cash flow management, and more! Each package is totally custom to your needs!

What industries do you serve?

Our team has extremely versatile experience with bookkeeping, payroll, corporate taxation, and more in many industries. Here are some of the industries we work with: law firms, medical practices, online businesses, gyms, fitness coaches, business coaches, and more!

Are there any additional fees?

No, we offer transparent pricing with hidden or unexpected fees.

Can you handle businesses of all sizes?

Yes, our services are scalable to accommodate businesses of various sizes and industries.

How do I get started?

Simply click and book your free consultation.

ABOUT US

Side By Side Financial was founded with a passion for helping individuals navigate their financial goals with customized services to fit their needs. Our team of experienced professionals in Tax Preparation, Bookkeeping, and Financial Planning is committed to providing personalized financial solutions to help our clients thrive. We understand the unique challenges individuals face in managing their finances and strive to build long-lasting relationships built on trust and expertise.

GET IN TOUCH

CALL NOW: +1 507-652-5413

OUR ADDRESS

30 N Gould St Ste R, Sheridan WY 82801