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Creative. Business. Solutions.

Prospera CFO delivers fractional CFO, controller, accounting, HR, and technology services — giving your business the financial leadership it needs to thrive.

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The Prospera Family Office Model

Most financial strategies live in silos. At Prospera, we integrate all of it — bringing your complete financial picture together so every decision is made with full context.

Wealth & Income Business & Real Estate Planning & Growth
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Wealth Preservation & Income Growth

  • Protect what you've built
  • Grow retirement income streams
  • Safe-money & tax-free strategies
  • Preserve wealth for generations
Learn More: Prospera Financial →
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Entrepreneurship, Real Estate & Business

  • Business owner planning
  • Real estate holdings & strategy
  • Company stock & equity positions
  • 401(k) & company retirement plans
Learn More: CFO Services →
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Financial Planning, Asset Growth & Legacy

  • Your strategic roadmap for the future
  • Investment decisions aligned to goals
  • Legacy & estate planning documents
  • Coordinated long-term plan
Learn More: Prospera Investment Advisors →
Every Decision · Full Context · One Team

Prospera CFO — Our Role in the Family Office

Expert, Scalable, and Cost-Effective

Extend your back-office capabilities without the overhead of full-time hires.

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Fractional CFO

Strategic financial leadership — budgets, forecasts, cash flow optimization, and growth planning.

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Fractional Controller

Financial precision — daily accounting oversight, GAAP compliance, and actionable reporting.

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Staff Accountants

Seamless daily operations — AP/AR, reconciliations, payroll, and month-end close.

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HR & Payroll

Integrated hiring, onboarding, benefits, and payroll — all connected to your financials.

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Technology

Best-in-class tools expertly integrated — QBO, Ramp, Eddy, and Prospera Intelligence.

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Business Formation

Entity formation, registered agent services, compliance filings, and ongoing good-standing management.

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Access to Capital

Business loans, SBA financing, equipment funding, and more through our lending partnerships.

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Meet the Team

A team of driven professionals with a shared vision — supporting your success.

Meet Our Team →

Getting Started Is Simple

Schedule a discovery meeting and learn how Prospera CFO can support your business goals.

Schedule Discovery Meeting