Services
CFO-level insight on a schedule that fits a growing company.
We offer a fractional CFO partnership, optional bookkeeping and reporting, and focused advisory projects. Everything is built around one goal: you understand your numbers well enough to make confident decisions.
Core service
Fractional CFO Partnership
You get a senior finance partner who prepares for every meeting, knows your business, and is available between meetings. The partnership is a monthly retainer scoped to the size and complexity of your company.
- Monthly financial review. We meet each month to review your key financials, explain what the numbers mean, and answer your questions.
- Cash flow forecasting. We build and maintain a rolling 13-week cash forecast so you can plan ahead for payroll, taxes, debt service, and major expenses.
- Budget vs. actual reporting. You see how the business is performing against plan and where to adjust spending or targets.
- KPI dashboards. A short set of operating and financial measures that fit your industry, tracked consistently.
- Compensation and hiring plans. We help you think through pay structures so compensation is aligned with productivity, margins, and your goals.
- Scenario modeling. Simple, honest models for growth decisions: adding staff, raising prices, opening a location, buying equipment, or taking on financing.
- Lender and investor readiness. Clean packages when a bank, landlord, or buyer asks for them.
Add-on
Bookkeeping & Reporting
Bookkeeping is an optional add-on to the CFO partnership for owners who want one team handling everything from transactions to strategy. We post transactions on time, reconcile your accounts, and close each month so your numbers are ready when you need them.
- Transaction posting and categorization
- Bank, credit card, and loan reconciliations
- Accounts receivable and payable visibility
- Month-end close with a documented checklist
- Monthly financial statements and a plain-language summary
- Year-end support for your tax preparer
We work in QuickBooks Online and coordinate with your existing tax professional. We do not prepare tax returns.
Projects
Focused advisory work when you need it.
Some needs are better served by a defined project than a retainer. These are the ones we are asked for most often.
Books cleanup & catch-up
Bringing neglected or messy books current so you can trust the reports again and your tax preparer has what they need.
Pricing & margin review
Understanding which customers, services, or products actually make money, and what to change about pricing.
Financing preparation
Forecasts, narratives, and packages for SBA loans, lines of credit, equipment financing, or outside investment.
Budget & annual plan
A realistic operating budget tied to your goals, with the assumptions written down so you can revisit them.
Growth decision modeling
A second location, a key hire, an acquisition, or a new line of business, modeled before you commit.
Finance process design
Setting up the approvals, controls, and reporting cadence a business needs as it moves past the founder-does-everything stage.
Engagement options
Two ways to engage.
Monthly retainer
The CFO partnership, with or without bookkeeping, on a fixed monthly fee scoped to your business. Most clients start here. Pricing depends on transaction volume, entities, and the depth of reporting you need, and is agreed in writing before we begin.
Project engagement
A defined scope, timeline, and fee for a specific outcome such as a cleanup, a financing package, or an annual plan. Projects often become the first step toward an ongoing partnership.
Not sure which option fits?
Tell us about your business on a short discovery call and we will recommend the right starting point.