financial leadership
Whether you need a monthly financial health check or a full CFO’s worth of horsepower, we have a tier for where you are right now, with the flexibility to scale as you grow.
What We Do
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Year-round planning, not a year-end scramble.
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Monthly Fractional CFO support: budgeting, forecasting, KPIs.
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Tighten systems and reporting so profit and scale follow.
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Align strategy, process, and people to measurable outcomes.
SERVICES
Starter
For the owner who wants clear numbers and a trusted advisor to call.
Clean financials, filed taxes, and a strategy call with someone who knows the numbers.
Starting at $1,200/month
Essentials
(Most Popular)
For the business ready to move from reactive to proactive.
A complete financial close, cash runway visibility, and an expanded strategy session.
Starting at $2,500/month
Growth
For the business scaling fast and needing a real financial co-pilot.
Active management of the financial picture with forecasting, modeling, and weekly touchpoints.
Starting at $5,500/month
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A bookkeeper records your transactions. A Fractional CFO uses those records — plus forecasting, KPI tracking, and strategic analysis — to help you run a more profitable business. Different scope, different skill set, different outcome.
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If you’re a service-based business that’s serious about growth, we can likely help. Most clients generate anywhere from $500K to several million in revenue — but what matters more is whether you’re ready to use your numbers strategically.
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Every tier includes one business return and one individual return per plan year. Additional entities, returns, or sales tax filings are available as add-ons — we’ll tell you exactly what you’ll need before you sign anything.
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Yes. Our add-on menu covers everything from payroll processing and 1099 filings to additional advisory hours. You’re not locked into a package that doesn’t fit.
Frequently Asked Questions
