Business Services
Fractional CFO Program
A comprehensive monthly financial management and strategic guidance relationship for business owners who want stronger visibility and decision support without hiring a full-time CFO.
Customized pricing discussed during your consultation
Who it’s for
Business owners who need reliable monthly visibility into their numbers and a partner to help interpret them — without the cost of a full-time finance hire.
The problem we solve
Most owners are making decisions on stale or incomplete information: books behind by months, reports that raise more questions than they answer, and no forward view of cash. Decisions get delayed, or made on instinct.
What's Included
Four areas of ongoing support
A Monthly Financial Consultation of up to 60 minutes is included for active Fractional CFO clients.
Bookkeeping & Financial Records
- Monthly bookkeeping
- Catch-up work and cleanup
- Bank and credit card reconciliations
- Chart-of-accounts organization
- Ongoing financial record maintenance
QuickBooks Online
- Setup and configuration
- Cleanup of existing files
- Ongoing support and troubleshooting
- Best-practice recommendations
Financial Reporting & Analysis
- Profit and loss reporting
- Balance sheet reporting
- Cash-flow analysis
- Budget development
- KPI reporting
- Performance reviews and business financial analysis
Business Financial Consulting
- Financial strategy
- Cash-flow planning
- Budget planning
- Business growth planning
- Financial goal setting
- Operational financial review and decision support
Outcomes
What changes once we're working together
Current, reconciled records you can plan from
A monthly reporting package written to be understood, not decoded
A forward view of cash rather than a rear-view mirror
A standing conversation about the decisions in front of you
Pricing
Customized pricing discussed during your consultation. Scope depends on the size of your business, the condition of your records, and the level of support you want — so we discuss it directly rather than publishing a package that may not fit.
Start with a consultation