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.
Every engagement has defined deliverables and measurable outcomes.
the financial leadership your growing business is ready for
Four practice areas, one integrated team. We bring each one to your business - separately when you need a specialist, together when the problem crosses boundaries.
What We Do
Strategic Tax Planning
Most businesses pay more in taxes than they need to because they only talk to their CPA in March. We build a year-round tax strategy that accounts for your income timing, entity structure, owner compensation, and retirement contributions so the decisions you make in June don't cost you in April.
Planning happens continuously; filing is just the paperwork at the end.
operational improvement
Revenue is vanity; margin is sanity. We look inside the numbers - by product line, by customer, by location - to find where your business is actually making money and where it's quietly losing it. Then we help you act on it: tighter pricing, leaner cost structures, better vendor terms, and financial processes that don't break when you grow.
The goal is a more profitable business, not just a better-looking P&L.
organizational effectiveness
Growth creates complexity. At some point, the way you were doing things stops working; the team gets bigger, the reporting breaks down, and financial visibility disappears at exactly the moment you need it most. We help you build the financial infrastructure to support where you're going: accountability structures, budget ownership, and reporting cadences.
The right tools in the right hands so your team can run faster without losing control.
financial advisory
Your financial statements are a record of what already happened. A CFO uses them to tell you what's coming next. We translate your numbers into decisions - on pricing, hiring, debt, expansion, and timing, so you're moving forward with clarity instead of gut instinct.
This is the layer most small businesses are missing, and it's the difference between growing fast and growing well.
SERVICE TIERS
Start where you are. Scale as you grow. Every tier includes year-round tax support - not just tax filings.
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 your numbers. The foundation every growing business needs.
Add a real CFO voice to your numbers. Not just reports, but someone to interpret them.
Custom quotes range from $1,200 - $2,000
MOST POPULAR
Essentials
For the business ready to move from reactive to proactive.
A complete financial close, cash runway visibility, and an expanded strategy session. You stop reacting and start planning.
The difference is depth - forecasting, KPIs, and a monthly session that covers strategy, not just scorekeeping.
Custom quotes range from $2,500 - $4,500
Growth
For the business scaling fast and needing a real financial co-pilot.
Active management of your entire financial picture with forecasting, modeling, and weekly touchpoints. Your numbers are always decision-ready.
Weekly cadence, scenario modeling, and a CFO who is embedded in your decisions, not just reviewing your books.
Custom quotes range from $5,500 - $8,500
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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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No. We work with businesses ranging from solo operators getting their first real financial foundation to companies doing $10M+ in revenue.
If you’re serious about growth and ready to use your numbers strategically, we can help. Your tier is determined by complexity and what you need, not just your revenue.
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Every tier includes one business tax return and one individual tax return per plan year. Higher tiers add quarterly tax planning sessions so we’re proactively reducing your liability throughout the year; not just filing in April.
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, all engagements are designed to scale. You can add services at any time or upgrade your tier as your business grows. You’re not locked into a package that doesn’t fit.
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Every engagement is customized to your business. The range reflects what most clients at that tier pay, based on transaction volume, number of entities, complexity, and the specific services included. We'll give you a fixed monthly rate during your discovery call - no surprises after that.
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It's a 20-minute conversation with Shaun. You'll fill out a brief intake form to maximize our time together that will provide insights where your business is and what's not working. We'll tell you which tier makes sense, walk through what's included, and give you a fixed monthly quote. There's no sales pressure; if it's not a fit, we'll say so.
Frequently Asked Questions
