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Tailored Solutions and Expert Guidance to Scale Your Vision

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Our Mission

4Financial is a provider of interim CFO services and financial management solutions for small to medium-sized businesses.
FINANCIAL MANAGEMENT SOLUTIONS

Who are we?

4Financial is a provider of interim CFO services and financial management solutions for small to medium-sized businesses. Our mission is to help our clients grow and succeed by providing expert financial advice, strategic planning, and operational support. With years of experience in various industries, our dedicated team of professionals is committed to delivering tailored solutions that meet the unique needs of each client. We pride ourselves on our integrity, customer focus, and results-driven approach, ensuring that our clients can confidently navigate the complexities of today’s business landscape.

ON-DEMAND CFO SERVICES

How we can help your
business?

At 4Financial we understand that managing finances can be a daunting task, especially for small to medium-sized businesses. That’s why we offer customized financial solutions to help you achieve your business goals and maximize your profits. We will work closely with you to identify your unique needs and develop tailored solutions that are both effective and efficient. From accounting and bookkeeping to expense management, payroll and financial reporting, we’ve got you covered. We take pride in our commitment to providing exceptional service and delivering results that exceed your expectations

ON-DEMAND CFO SERVICES

How we can help your
business?

At 4Financial we understand that managing finances can be a daunting task, especially for small to medium-sized businesses. That’s why we offer customized financial solutions to help you achieve your business goals and maximize your profits. We will work closely with you to identify your unique needs and develop tailored solutions that are both effective and efficient. From accounting and bookkeeping to expense management, payroll and financial reporting, we’ve got you covered. We take pride in our commitment to providing exceptional service and delivering results that exceed your expectations

Hear From Some of Our Customers

(5.0)

"4Financial has been a game-changer for our business. Their bookkeeping services are top-notch, ensuring our financial records are always accurate and up-to-date. Jason and his team are incredibly detail-oriented and responsive to our needs. Highly recommend them!"

James Bennett
Bookkeeping
(5.0)

"We've been working with 4Financial for several months now, and their bookkeeping services have significantly improved our financial organization. Jason's expertise and attention to detail have made a substantial difference in our day-to-day operations. We couldn't be happier with their services."

Emily Carter
Bookkeeping
(5.0)

"Jason and the team at 4Financial made our payroll implementation seamless. Their management of our payroll system has been flawless, ensuring our employees are paid on time and accurately. The stress of payroll management has completely vanished thanks to 4Financial!"

Michael Anderson
Payroll Implementation and Management
(5.0)

"Switching to 4Financial for our payroll services was one of the best decisions we've made. Jason and his team handled the entire implementation process smoothly and have managed our payroll with precision ever since. Their reliable service has given us peace of mind."

Olivia Martinez
Payroll Implementation and Management
(5.0)

"As a small business, having access to high-quality CFO services from 4Financial has been invaluable. Jason's strategic financial insights and guidance have helped us make informed decisions and grow our business. We highly recommend their CFO services to any company looking to elevate their financial management."

William Thompson
CFO Services
Copyright 2024. All Rights are Reserved.4Financial LLC 2024
About Us

Financial Leadership for Growing Businesses

We're not just accountants. We're strategic partners who help business ownersacross the United States understand their numbers, make confident decisions, andscale with clarity.

Jason Kahan
Founder & CEO

Built for Business OwnersWho Want More Than Reports

I started 4Financial because I saw too many business owners drowning infinancial confusion. They had accountants sending them reports, butnobody explaining what those numbers actually meant—or what to doabout them.

The truth is, most growing businesses don't need just a bookkeeper. Theyneed someone who can translate financial data into strategic decisions.Someone who proactively identifies problems before they become crises.Someone who's invested in their success.

That's what we do. Based in Boca Raton but serving clients nationwide, wecombine rigorous accounting with CFO-level strategy—giving you thefinancial leadership you need without the $250K+ full-time salary.

Every client gets a dedicated team, weekly updates, and direct access tostrategic guidance. No automated responses. No waiting until month-endfor answers. Just clear, actionable financial leadership.

How It Works

How We're Different

We built 4Financial around principles that matter to business ownerswho want real financial partnership.

Proactive, Not Reactive

We don't wait for you to ask questions. Wesurface insights, flag issues, and bringopportunities to your attention before theybecome problems—or missed chances.

Strategy Over Data Entry

Accurate books are table stakes. Wedeliver CFO-level analysis, cash flowforecasting, and strategic guidance thatactually moves your business forward.

Always Accessible

Private Slack channel with 24-hourresponse time. Monthly strategy calls. Nowaiting weeks for answers—we're herewhen you need us.

Flat-Fee Transparency

No hourly billing surprises. No nickel-and-diming for questions. One monthly feecovers your full financial team and all thesupport you need.

Industry Expertise

We specialize in trades companies, e-commerce brands, real estate investors,and professional services—industrieswhere we know the metrics that matter.

Dedicated Team

You work with the same team every month—people who know your business,understand your goals, and genuinely careabout your success.

Why 4Financial

The Full-Time CFO Alternative

A full-time CFO costs $200,000-$350,000 per year. Wegive you CFO-level strategy plus complete accounting for afraction of that investment.

1
Industry Expertise

Accurate books are table stakes. Wedeliver CFO-level analysis, cash flowforecasting, and strategic guidance thatactually moves your business forward.

2
Nationwide Service

Based in Florida, serving clients across all 50 states. Virtual-first modelmeans location is never a barrier.

3
Built for Growth

We work with businesses doing $500K-$10M+ who are ready to scale—and need financial clarity to do it right.

4
Real Partnership

We succeed when you succeed. Our clients stay because they see realROI—not because of contracts.

By the Numbers

Results That Speak

$50M+

Client Revenue Managed Annually

15+

Years Financial Experience

200+

Hours Saved Per Client Yearly

100%

Client Retention Rate

Ready to Start?

Let's Talk About Your Business

Schedule a discovery call to see if we're the right fit. Nopressure, no sales pitch—just an honest conversation.

Schedule a Call
Investment starts at $3,000/month