A seasoned CFO, sized to your business

Financial leadership for companies that have outgrown their bookkeeper but do not need a full-time CFO. Clean closes, cash visibility, and reporting your bank and investors trust.

You may need a fractional CFO if

Financials arrive late

A big decision is coming

Financials arrive late

Monthly numbers show up weeks after month end, or you do not fully trust them when they do.

Cash is a surprise

A big decision is coming

Financials arrive late

Revenue is growing, but cash is tight and you cannot see the next 13 weeks clearly.

A big decision is coming

A big decision is coming

A big decision is coming

A bank covenant, a new line of credit, an acquisition, or a sale is on the horizon.

How we work with you

Option 1: Close oversight

Option 3: CFO plus bookkeeping

Option 1: Close oversight

Review and oversight of your existing team's monthly close, with a monthly financial review meeting.

Option 2: Fractional CFO

Option 3: CFO plus bookkeeping

Option 1: Close oversight

Ongoing forecasting, cash management, lender reporting, and a strategic partner for leadership.

Option 3: CFO plus bookkeeping

Option 3: CFO plus bookkeeping

Option 3: CFO plus bookkeeping

A complete outsourced finance function, from transaction coding through board-level reporting.

Get a clearer view of your numbers.

Start with a 30-minute call about where the business is and where it is going.