CFO-level decisions. Without a full-time CFO.
Our Fractional CFO service turns your monthly numbers into a plan: cash flow you can see coming, margins you understand, tax strategy built in all year, and a custom-built CFO and growth plan to scale the business with a dedicated advisor and a client portal open any time, from the licensed CPAs who already keep your books.
Too big for bookkeeping alone. Too early for a full-time CFO.
Accurate books tell you what happened. A CFO tells you what to do about it. If any of these sound familiar, you're ready for the second part.
Everything a CFO does, custom-built for your business.
Monthly CFO review
A standing meeting on your numbers: what changed, why, and what to do next.
Cash flow forecasting
See shortfalls and surpluses weeks ahead, not when the account runs low.
Budgets and scenarios
Model a hire, a price change or a new location before you commit to it.
Profitability by line
Know which services, clients and locations actually make money.
Year-round tax planning
Estimated payments, entity structure and income timing reviewed as you go, not in April. Deeper multi-year planning is available as Advanced Tax Strategy.
Lender-ready reporting
Clean statements and forecasts ready for banks, investors and loan applications.
Growth strategy
Operations, sales and marketing plans built on your margins: what to push, how to price and what to spend to win a customer.
AI & Automation
We find the repeat work, then build and set up automation and AI tools to take it over, so the business grows without more hours.
Dedicated advisor, portal open any time
One named advisor leads your engagement. The secure client portal is open 24/7, with replies within one business day.
Advice built on books we already keep.
One team, one set of numbers
Your bookkeeping, payroll and tax filing sit with the same CPAs giving the advice. No hand-offs, no reconciling two firms' versions of your business.
You can see the work
Reports, documents and status live in one secure client portal, open 24/7 from any device.
A dedicated advisor who knows your business
One named advisor leads your engagement. Message them through the portal and hear back within one business day. Urgent matters get same-day attention in tax season.
Three steps to a CFO in your corner.
We've moved hundreds of businesses over from their previous accountants. You'll know what to expect at every step.
Book your consultation
An honest conversation about your numbers, what isn't working, and whether a fractional CFO is the right fit. If it is, we build the package around your business.
We get your numbers right
We set up your portal, gather documents and clean up the books, so every forecast starts from accurate figures.
Run the business on a plan
Monthly reviews, forecasts, tax moves, growth planning and automation, with a dedicated advisor you can reach whenever a decision comes up.
The foundation under the strategy.
Fractional CFO
Forecasts, tax strategy, growth planning and AI automation, custom-built with a dedicated advisor.
Bookkeeping & Payroll
Monthly books on schedule and payroll through Gusto or Paychex, with live portal access.
Tax Strategy & Filing
Year-round planning to lower what you owe, and accurate, on-time returns you can track.
Audits & Reviews
Audits, reviews and compilations from a peer-reviewed CPA firm, for your bank, board, funders or the state.
Business Formation
LLC, S-Corp or C-Corp, chosen with the tax implications explained before you decide.
Nonprofits
Formation, 990 filings and audits from CPAs who understand nonprofit operations.
Common questions.
A senior finance lead you share rather than hire. You get forecasting, budgeting, profitability analysis and strategic advice on a monthly basis, at a fraction of a full-time salary. Ours also covers growth strategy and AI and automation, built around your business.
Bookkeeping records what happened. CFO work uses those records to plan what happens next: cash, pricing, hiring and tax. We do both, so the plan is built on numbers we know are right.
Pricing depends on the complexity of your business. We give you transparent pricing during your free consultation, with no surprise fees.
Yes. Many clients come to us months or years behind. We assess the situation, give you an honest timeline and quote, get you current, then set up systems so you don't fall behind again.
After your consultation we set up your client portal, you upload documents securely, and we build a service plan. For businesses we typically spend 30 to 60 days cleaning up and organizing before ongoing monthly service begins.
Your secure client portal is open 24/7. Your dedicated advisor replies within one business day, and during tax season urgent matters are handled the same day.
Ready to run the business on real numbers?
Talk to a licensed CPA about where your numbers stand and what a custom-built CFO, growth and AI plan would change.
