Fractional CFO Services in Oakdale, MN

At Rocca CPA, we provide strategic Fractional CFO services in Oakdale designed to give business owners the financial clarity and direction needed for growth. Whether you're scaling a startup or fine-tuning operations in a mature business, our flexible CFO solutions deliver executive-level insight—without the commitment or cost of a full-time executive.

A Fractional CFO brings senior-level financial leadership to your company on a part-time or project-specific basis. From forecasting and budgeting to cash flow management and long-term planning, this model offers the expertise of a seasoned CFO tailored to your evolving needs. It’s a scalable way to make smarter, data-driven financial decisions while keeping operational expenses lean.

What Does a Fractional CFO Do?

Why Work with Rocca CPA in Oakdale, MN?

Choosing Rocca CPA means partnering with a firm that understands Oakdale’s business landscape and puts relationships first. We’re committed to helping local companies thrive by offering financial leadership that’s personalized, responsive, and results-driven. Our proactive, hands-on approach ensures that you always have access to the insights and tools needed to guide your business confidently into the future.

  • "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

  • A fractional CFO provides high-level financial expertise on a part-time or project basis. Unlike a full-time CFO, they work with multiple clients and offer flexibility in scope and cost, making them ideal for small to mid-sized businesses that don’t yet need—or can’t justify—the overhead of a full-time executive.

  • Fractional CFOs are best suited for growing businesses with annual revenues between $1M and $30M. These companies often need strategic financial leadership but are not ready to commit to a full-time hire.

  • Our services typically include cash flow forecasting, budget creation and management, KPI tracking, financial modeling, scenario planning, capital strategy, and guidance on mergers, acquisitions, or exits.

  • We offer flexible engagement models—hourly, monthly retainer, or project-based. This allows you to align services with your budget and business stage without long-term commitment.

  • Most engagements begin with a discovery call followed by a financial assessment. Depending on your needs, we can begin onboarding and delivering strategic support within 1–2 weeks.