Why AltoCFO

Why Us?

There is an ever-growing demand for fractional CFO services across the country, and AltoCFO enables you to answer the call. We support franchise owners who want to deliver the most reliable financial services possible, on their terms, taking their business to new heights with no territorial boundaries.

We deliver a turnkey business solution to franchisees who will provide outsourced CFO level advisory and accounting services on a subscription basis to their clients. We’ll ensure your business is up and running fast. Our model creates an opportunity for experienced financial advisors and accounting professionals to develop their own advisory consulting practice, work on their schedule, establish their preferred work-life balance and as they grow at their own pace. Our franchisee support team (FST) of specialists makes it easy and allows you to do what you love; delivering exceptional expertise to your clients

Franchise Opportunities

Our goal is to empower our franchisees to prosper wildly by ensuring the success of their clients. We know businesses are seeking agility, better pricing, and added value from their professional services partners and we are poised to deliver the education and support to ensure the success of our franchisees.

For business accounting and financial professionals, there’s no better time than now to secure your AltoCFO Franchise!

Learn more about becoming an
AltoCFO Owner

As the need for outsourced accounting and fractional CFO services grows, so too does the prime opportunity to get started with us. We’re more than just a name brand; we support you as an individual business owner and aim to see your personal success flourish.

Our difference is foundational; experience in growing businesses and experience in the financial management of businesses. We are committed to teaching these foundations to every franchisee, to help them develop and grow their business. That is our commitment to you. AltoCFO allows businesses to focus on what they do and what they love, all while we do what we love!

Engagement Process

Call us! Connect and learn from our Co-Founders what makes AltoCFO the right franchise for you, what you can expect, and allow us the opportunity to learn more about you and your own personal goals.
Complete our confidential questionnaire and receive our Franchise Disclosure Agreement (FDD).
Complete a final review with our leadership team, in which qualified candidates will be approved to join AltoCFO.
Begin onboarding, and launch your AltoCFO practice.

Requirements

At this time, the range of investment is from $82,125 to $112,425, which includes the $50,000 initial franchise fee. Other estimated costs include 3rd party professional advisory fees, insurance, and 3-months of working capital.
Franchise owners agree to a payment of 10% of gross sales towards on-going royalties, and 3% of gross sales towards your brand development fund and support.
Franchise owners will participate in a 1-week training and onboarding program in Anaheim, CA.

Franchise owners will act as their practice’s primary CFO and business leader, and therefore must be experienced and have the appropriate certification in finance or accounting to perform this role. Appropriate experience and credentials are required to perform this role.
Franchises should be prepared to launch as a home-based office. If you seek to expand to a commercial office location, contact the AltoCFO leadership team for assistance.
Franchise owners may hire either executive or junior level finance professionals to fill the role of outsourced CFO as you continue to develop a larger client base.
Prior to your franchise’s opening date, you must complete the AltoCFO onboarding process. You must also obtain all required and appropriate licenses required to operate your franchised business in your state, and all equipment needed to operate.

Our Support Team

AltoCFO is dedicated to providing high-quality CFO services and more to help businesses across the country grow – but we are just as dedicated to seeing our franchise owners and their teams flourish!

Education and support are only two of the ways we help your business prosper and thrive! In fact, our turn-key Franchisee Program is designed to help you succeed from day one. This includes helping you position your business in the marketplace, building your local website, creating marketing materials to sell your services, assisting you in finding clients, conducting social media marketing, and providing back-office support for your business. We’ll also provide training on how you can better retain the clients you bring on – all so you can focus solely on providing the best services possible.