Services · Fractional CFO & controller
A fractional CFO and controller
Most owner-led companies don't need a full-time CFO. They need books that close on time, a few numbers they actually look at, and someone who will tell them early when cash is getting tight.
What we do
- Set up and run a monthly close that finishes in the first week of the month
- A short monthly report: profit and loss, cash, receivables and the three numbers that drive your business
- A rolling 13-week cash flow forecast so payroll is never a surprise
- Review pricing and margins by service, location or product
- Work with your bookkeeper and CPA, and clean up the books when needed
- Prepare financing packages and lender reporting
Signs you need it
- The books close weeks after month-end, if at all
- You find out about cash problems when the account is already low
- Your bookkeeper records transactions but nobody explains what they mean
- A bank, investor or buyer is about to ask for financials you can't produce quickly
Engagements start at $1,500 a month, with a written scope and fixed price before anything starts.
Works alongside your team
We work with the people you already have: your bookkeeper, your CPA, your managers. The goal is a business that runs on a steady rhythm and doesn't depend on any one person, including us. Everything we set up is written down and yours to keep.
Know where you stand.
A free 30-minute call. Bring the messy version: we'll tell you what we see and whether we're a fit.
Book a free intro call