Growing, and still stuck below where you should be?
You're buried in the work, the systems run on people and habit, and nobody is turning the numbers into a decision. We find the one number your business runs on, then build your finance, growth strategy and AI systems around it. Every package is custom-built for your business, with a dedicated advisor and a client portal open any time.
Owners who still make the money decisions.
Owner-operated businesses doing $2M to $50M, anywhere in the US, where a single operating metric drives the business.
We built around your business.
Delivered by a CPA firm that also handles your compliance, so nothing gets passed between providers. Each part is scoped to what your business needs, not sold as a fixed bundle.
The Number
Revenue tells you how busy you were. The bank balance tells you what already happened. Neither tells you what to do next, so every decision to hire, raise prices or take the job becomes a guess.
So we find the one number your business runs on, like margin per job, revenue per provider hour or cost per truck, and the constraint holding it down. Every decision gets something to point at.
The Engine
A bookkeeper, a QuickBooks file and a CPA you see in March produce a tax return, not information. The numbers land three months late, and the expensive mistakes surface at year end.
So we build the engine: a clean chart of accounts, a real monthly close on a fixed date, and a forward view of where cash is heading. Problems get caught in the month they happen, while they're still cheap.
The Plan
Pricing, margin, capacity, entity structure and timing are the same decision seen from different sides. Split them between advisors and you get advice that contradicts itself, or nothing happens at all.
So we run one quarterly session that puts pricing, margin, capacity, tax and your growth targets on the same table, and produces a written plan with owners and dates. You leave knowing the three things to do and why.
The Operations
As a business grows, the way work gets done rarely keeps up. Jobs slip between people, capacity is a guess, and every decision still waits on the owner.
So we map how work moves through the business, set the KPIs each role owns, and fix the steps that cost the most time and margin. The business runs on a process, not on you.
The Growth
Most growth plans are made without the numbers. Marketing spend goes out with no clear return, prices are set by feel, and sales depends on who the owner happens to know.
So we build your sales and marketing strategy on your margins: which customers and services to push, what a lead is worth, what to spend to win one, and how to price. Growth is measured in profit, not just revenue.
AI & Automation
Most owners solve growing pains by hiring. But much of that work is repeat work: data entry, chasing documents, rebuilding the same report. Every step up in revenue brings a step up in headcount, and margin stays flat.
So we map where the repeat work lives, then design, build and set up the automation and AI tools that take it over, from bookkeeping entry and document chasing to reporting and lead follow-up. We start with the highest-volume, lowest-judgment tasks and train your team to use them. The business grows without your hours growing with it.
On the 15th, a 20-minute call.
You know your number, what moved it, and the two things to do about it. That's the whole ask on your time.
A 90-day FIX. Then an ongoing SUPPORT.
Profit Diagnostic
A 60-minute session looking at the business from four angles. You get a one-page Decision Page. No cost, no obligation.
Onboarding
Access to systems, a document pull, and interviews with everyone who touches money in the business.
The Fix
We rebuild the books, stand up the monthly close, establish the reporting, automate the first manual tasks and run your first quarterly session, including your growth plan.
Ongoing
Monthly close on a fixed date, a monthly call with your dedicated advisor, a quarterly strategy and growth session, and 24/7 portal access. Bookkeeping, payroll and tax filings included in the same firm.
Books, close, reporting, analysis, modeling, filings, growth planning and automation. Nothing lands on your desk as homework.
The strategy comes out of the conversation with you, because you know what the numbers can't show. We're the finance seat, not a coach handing out assignments.
Custom-built for you. Led by one dedicated advisor.
Scoped to your business
We build your package after the Profit Diagnostic, around your industry, your numbers and your goals. You get the parts you need, not a fixed bundle.
Set up for how you work
We work in the systems you already use where they fit, and change them only where they hold you back. Reports, KPIs and automations are built for your business.
One advisor who knows your business
A named advisor leads your engagement from day one and joins every monthly call and quarterly session. You never have to explain your business twice.
Reach us any time
Ask a question, upload a document or check your reports through the secure client portal, any time. Your advisor replies within one business day.
Your advisor brings in our CPAs, bookkeepers, payroll team and automation specialists as needed. You deal with one person, not a list of providers.
We review the scope with you each quarter. As the business changes, the package changes with it.
Pick the level of support your business needs.
Every level is run by the same licensed CPA firm. Most businesses doing $2M to $15M start with Fractional CFO.
Fees are fixed monthly and quoted after your consultation. No surprise fees.
Not in place by day 90? We keep working at no extra fee.
If the four deliverables aren't in place at day 90, we keep working until they are. Your part: system access within the first two weeks, requested documents returned within five business days, and attending the monthly calls.
As a licensed CPA firm, we guarantee our work, not your financial results. We can't guarantee income or savings.
Prior-year return review
We read your last two years of returns and tell you what we'd have done differently.
Entity structure review
Whether your current setup still fits the business, and what changing it would mean.
First-year tax projection
Where the year lands, built before year end, while something can still be done about it.
Most firms bill for these separately.
What the work looks like in practice.
We went from about 2,000 returns over three to four months to more than 3,000 in a single month, and from 9 people to over 30, by building the automation layer we now install for clients.
Within months we built their entity structure, books, investor reporting and cross-border compliance. They've since raised millions in outside funding and opened a large office in Bangladesh. Still a client today.
We modeled the acquisition that would change his tax position. He bought a $6.5M retail property; a cost segregation study offset over $2M of tax and produced a refund. It now earns about $600K a year in triple-net rent.
Every month you wait, options come off the table.
Decisions that change a tax year have to be made inside it: cost segregation, an entity election, a retirement plan, equipment timing. By mid-December the menu is nearly empty.
The Fix is hands-on, so we take a fixed number of new engagements each month. When the month is full, the start date moves.
Before you book.
A 60-minute session where we look at your business from four angles and hand back a one-page Decision Page. It's free, with no obligation to continue.
A 90-day install, then an ongoing engagement. The initial term is 3 months, continuing month to month after that. It's an accounting relationship, not a program that ends.
No. Every engagement is custom-built after the Profit Diagnostic, around your industry, your numbers and your goals. We review the scope with you each quarter, and it changes as the business does.
Operations, sales and marketing, built on your numbers: how work moves through the business, the KPIs each role owns, pricing, which customers and services to push, and what to spend to win a customer. It sits in the same quarterly plan as your finance and tax decisions.
Through your secure client portal, open any time. Send questions, upload documents and see your reports whenever you need to. Your dedicated advisor replies within one business day.
Yes. The engagement is delivered remotely to businesses anywhere in the US. Our offices are in Queens and Long Island, NY.
30+ team members, including 3 CPAs and an Enrolled Agent, plus 15+ advisors. The same firm handles your bookkeeping, payroll and tax filings. Each client has one dedicated advisor who leads the engagement.
A 20-minute call on the 15th of each month and a quarterly strategy session. We do the work; you make the decisions.
We guarantee our work: if the four deliverables aren't in place at day 90, we keep working at no additional fee. As a licensed CPA firm we can't guarantee income or savings.
Book your Profit Diagnostic.
We look at your business from four angles and hand back a one-page Decision Page, whether or not you go further with us.
Thanks. We'll be in touch.
Expect a reply within one business day to schedule your Profit Diagnostic.