One Senior-Level Engagement. Every Financial Need Covered.

From day-to-day bookkeeping and tax compliance to high-level strategic planning, our fractional CFO services give you the financial leadership your business needs without the cost of a full-time hire.

Full-Service Accounting

We handle the complete accounting function for your business so you can focus on growth. Our team manages everything from daily transaction recording to monthly financial statement preparation giving you clean, reliable books and real-time visibility into your numbers.

What's Included

  • Bookkeeping & general ledger management
  • Monthly and quarterly financial statement preparation (P&L, balance sheet, cash flow)
  • Month-end and year-end close management
  • Accounts payable & receivable oversight
  • Bank and credit card reconciliation
  • Payroll coordination
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Tax Preparation & Planning

Taxes are one of the largest controllable expenses for any business. We provide proactive tax planning alongside accurate, on-time filing so you're never caught off guard and you keep more of what you earn.

What's Included

  • Business entity tax return preparation (S-Corp, C-Corp, LLC, Partnership)
  • Individual owner tax returns
  • Quarterly estimated tax calculations and payments
  • Year-round tax planning and strategy
  • IRS and state tax compliance
  • Response to notices and audit support

Strategic Financial Consulting

Beyond the numbers, we partner with founders and executives to build the financial roadmap your business needs to scale. Our strategic consulting services translate data into decisions giving you a clear picture of where you are, where you're going, and how to get there.

What's Included

  • Financial forecasting and multi-scenario modeling
  • Annual budgeting and variance analysis
  • Cash flow management and optimization
  • Growth planning and capital allocation strategy
  • Board and investor financial reporting
  • Business performance reviews and KPI analysis
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Additional Advisory Services

We go beyond standard accounting to provide the specialized financial support growing businesses need to raise capital, attract investors, and operate with clarity.

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KPI Dashboards & Reporting

Custom financial dashboards that surface the metrics that matter most to your business updated in real time so leadership always has a clear view of performance.

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Fundraising Support

We prepare the financial models, projections, and documentation investors expect positioning your business for successful fundraising rounds or debt financing.

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Investor Reporting

Structured, professional financial packages for your investors and board including narrative commentary, variance explanations, and forward-looking guidance.

Common Questions

Answers to the questions business owners ask most when evaluating fractional CFO support.

  • What is a fractional CFO and how is it different from a bookkeeper or CPA?
    A fractional CFO provides senior-level financial leadership on a part-time or project basis. Unlike a bookkeeper (who records transactions) or a CPA (who focuses on compliance and tax filing), a fractional CFO combines day-to-day financial management with forward-looking strategic guidance acting as a true financial partner to the business owner.
  • What does a typical engagement look like?
    Each engagement is scoped to your business's specific needs. We begin with a discovery call to understand your current financial operations, goals, and gaps. From there we propose a tailored service package which may include accounting, tax, strategic consulting, or all three with clear deliverables and a predictable monthly fee.
  • How is pricing structured?
    We work on a fixed monthly retainer model so there are no billing surprises. Pricing is based on the scope of services and the complexity of your business. We do not charge by the hour you get consistent, senior-level attention for a single predictable monthly cost.
  • What size businesses do you typically work with?
    Our clients range from early-stage startups that need to establish financial infrastructure to established mid-market businesses looking to scale or prepare for a transaction. If your business is generating revenue and you need more financial clarity than you currently have, we can likely help.
  • Do you replace our existing accountant or bookkeeper?
    That depends on your situation. In many cases we take over the full accounting function. In others, we layer on top of an existing team acting as the strategic financial layer while your current bookkeeper handles day-to-day data entry. We are flexible and will recommend whatever structure best serves your business.

Ready to Get Started?

Tell us about your business and we'll put together a tailored service proposal. No commitment required just a straightforward conversation about what you need.