Fractional CFO & Strategic Tax Advisory

Adilah Holivay

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Fractional CFO & Strategic Tax Advisory
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$100
30 mins

Comprehensive Financial Solutions

Fractional CFO Services | Offered by DNA Legacy Blockchain Brokerage LLC

At DNA Legacy Blockchain Brokerage, we understand that high-growth enterprises, scaling startups, and established organizations alike require sophisticated financial leadership—but may not be positioned for a full-time CFO. Our Fractional CFO Services deliver institutional-grade financial strategy, forecasting, and operational oversight tailored to the evolving demands of your business.

Whether you are preparing for a capital raise, managing cross-border or crypto-to-fiat operations, modernizing financial systems, or ensuring compliance and investor readiness, we provide Wall Street–caliber financial guidance that drives informed decision-making, operational efficiency, and scalable growth.

Fractional CFO Service Suite

1. Strategic Financial Planning & Forecasting

  • 3–5 year integrated financial modeling
  • Advanced cash flow and runway analysis
  • Scenario-based planning (traditional & digital asset markets)
  • Dynamic budgeting and rolling forecasts

2. Capital Markets & Fundraising Advisory

  • Investor pitch readiness & financial narrative design
  • Cap table management & structured financing (SAFE/Convertible Notes)
  • Due diligence preparation and audit trail support
  • Capital raise strategy across venture, private equity, and accelerators

3. Digital & Treasury Management

  • End-to-end digital asset accounting and reconciliation
  • Wallet tracking, valuation protocols, and stablecoin strategies
  • Multi-chain treasury governance and liquidity management
  • Audit-prepared reporting with institutional controls

4. Financial Operations Oversight

  • Supervision of accounting and bookkeeping functions
  • Internal controls, financial policy, and compliance frameworks
  • Vendor and cost management, burn-rate monitoring
  • Month-end close, KPI dashboards, and performance analytics

5. Compliance, Risk & Regulatory Alignment

  • GAAP-compliant financial reporting
  • Audit readiness (traditional and blockchain)
  • Tax readiness coordination with CPAs and advisory firms
  • Regulatory compliance (SEC, IRS, FinCEN, international standards)

6. Board & Investor Relations

  • Monthly/quarterly board packages with executive insights
  • Tailored dashboards for investors, CEOs, and founders
  • KPI-driven reporting aligned to enterprise growth objectives

7. Financial Systems Modernization & Technology Integration

  • Implementation and optimization of ERP and accounting platforms (QuickBooks, NetSuite, Bitwave)
  • Workflow automation, process optimization, and system efficiency
  • Digital asset tracking and tax integration tools
  • Data visualization, analytics infrastructure, and real-time reporting

Blockchain Auditing Services

For organizations operating within blockchain ecosystems, our Cryptocurrency Auditing Services provide institutional-grade assurance.

  • Technical Blockchain Audits: Assess the security, integrity, and performance of blockchain systems and applications.
  • Smart Contract Reviews: Identify vulnerabilities and validate operational robustness.
  • Transaction Authenticity Verification: Certify accuracy and preserve the immutability of blockchain records.

With our audit services, businesses operate with confidence knowing their infrastructure meets the highest standards of security, compliance, and reliability.

Engagement Model

We offer flexible engagement structures, including monthly retainers and hourly advisory, ensuring clients receive high-impact services that scale with their business.

Ready to Modernize and Elevate Your Financial Strategy?

Let DNA Legacy Blockchain Brokerage help you manage, safeguard, and grow your financial assets with precision. Partner with us for Fractional CFO, Accounting, Bookkeeping, Financial System Modernization, or Wallet Management Services designed to deliver clarity, control, and confidence in every financial decision.

Sign up today to get started: https://form.jotform.com/241117366402145


A 120-Minute Conference Credit Available towards your consult.