Right-sized 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.


Inquire Now
Close-up of a gauge with a needle pointing to a high level, black background, minimalist design with dark blue circle, orange dot at the top, and a small section filled in with yellow.

What We Do

  • Year-round planning, not a year-end scramble.

  • Monthly Fractional CFO support: budgeting, forecasting, KPIs.

  • Tighten systems and reporting so profit and scale follow.

  • Align strategy, process, and people to measurable outcomes.

Right-sized financial leadership

Outline of a gear with a dollar sign in the center, surrounded by an arrow forming a circle.

Starter

For the owner who wants clear numbers and a trusted advisor to call.

Icon of a clipboard with checkmarks, representing a completed checklist or task list.

Essentials (Most Popular)

For the business ready to move from reactive to proactive.

Growth

For the business scaling fast and needing a real financial co-pilot.

A black background with teal-colored upward trending arrow and bar graph lines.

Frequently Asked Questions

3D molecular structure diagram with a large blue sphere connected to smaller spheres and lines, representing atoms and bonds.

  • 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.

  • 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.

  • 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.

  • 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.