Fractional CFO Services in Golden Valley, MN

At Rocca CPA, we provide fractional CFO services designed to help Golden Valley businesses unlock financial clarity and long-term growth. Whether you're navigating rapid expansion or refining your financial operations, our part-time CFO services offer expert-level insight without the cost of a full-time hire.

A Fractional CFO brings high-level financial strategy and leadership to your business on a flexible basis. From forecasting and budgeting to cash flow oversight and long-range planning, they offer the strategic support of a full-time CFO—customized to your needs and scaled to your budget. It’s a powerful option for businesses looking to grow wisely while maintaining lean operations.

Understanding the Role of a Fractional CFO

Why Partner with Rocca CPA in Golden Valley?

Rocca CPA goes beyond numbers—we build strong, strategic partnerships. Serving Golden Valley and the surrounding communities, we combine deep financial expertise with a hands-on, local-first mindset. We tailor every engagement to your company’s challenges and goals, providing proactive financial guidance to help you make confident, informed decisions at every stage of your growth.

  • "Jordan has done our taxes for years. He is fast and efficient and makes the process so easy. If we have any questions, he responds in a timely manner and makes sure we are at ease during the process. Truly enjoy working with him!"

    -Client of Rocca CPA

  • "I'm a small business owner and using Rocca CPA has been one of the greatest decision I've made. Jordan proves himself to be knowledgeable and experienced.

    -Client of Rocca CPA

  • "Jordan was thoroughly prepared for discussion and quickly answered all questions during tax preparation."

    -Client of Rocca CPA

  • "My husband and I have used Jordan as our CPA for a few years and we have always appreciated his professionalism, timely responses and expert advice. He’s been a joy to work with and always makes sure all of our questions are answered. I cannot recommend him enough when tax time comes around."

    -Client of Rocca CPA

Our Services

Financial Strategy Development

Expert financial support from startup to scale.

Cash Flow Planning

Tax preparation, planning, consulting, and tax credit research for startups and small businesses.

Budgeting and Forecasting

We build robust financial models that help you make informed decisions, control costs, and plan for expansion with confidence.

Financial Reporting and KPI Tracking

Track the metrics that matter. We provide real-time reporting and data-driven insights that show how your business is performing.

Types of Businesses We Help

Small to Medium-Sized Businesses

Delivering day-to-day financial management, payroll, and strategic tax planning.

Established Corporations

Offering high-level financial oversight, compliance support, and performance optimization.

Nonprofit Organizations

Providing grant tracking, budgeting strategies, and regulatory compliance assistance.

Startups & Growth Companies

Helping build solid financial foundations, raise capital, and scale with strategic forecasting.

Every business has distinct financial priorities. Rocca CPA’s Fractional CFO services are designed to meet a wide spectrum of needs across various industries and stages of growth.

 FAQs

  • Most engagements begin with a discovery call and initial financial assessment. Depending on your needs, we can often begin providing support within 1–2 weeks.

  • We work with a wide range of industries including professional services, construction, healthcare, retail, technology, and manufacturing—tailoring our approach to fit the specific financial needs of each sector.

  • Yes. We assist with financial modeling, pitch deck preparation, due diligence materials, and direct support during funding rounds or loan processes to ensure you're positioned for success.

  • No. Our services are designed to be flexible. Whether you need ongoing support or help with a specific project, we offer short- and long-term options that fit your timeline and goals.

  • We’re experienced with platforms like QuickBooks, Xero, NetSuite, and various reporting and dashboard tools. We adapt to your existing tech stack and can recommend improvements where needed.