SERVICES
Work with a fractional CFO and gain access to high-level financial expertise at a fraction of the cost
How we can help you
Fractional CFO Services
For growing field service businesses (typically $1M+ in revenue) with crews, jobs, and increasing financial complexity.
We step in as your CFO partner — helping you improve profitability, stabilize cash flow, and align hiring and growth decisions with when cash actually hits the bank.
This is our core offering for trades and property service businesses navigating growth without wanting cash to become the constraint.
Strategic Financial Reset
A focused, CFO-led engagement designed to help you step back, understand your numbers, and identify where cash flow, profitability, or growth decisions may be misaligned.
Ideal for growing businesses that want clarity on what’s really happening financially — and a clear plan to move forward with confidence.
CFO-Yourself
Designed for early-stage businesses still managing finances in-house.
We help you build a strong financial foundation — giving you clear visibility into your numbers, simple systems, and the confidence to make informed decisions without overcomplicating things.
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MY APPROACH
Strategic CFO leadership for field service businesses
with real teams and real financial complexity.
Growing field service businesses don’t need more reports—they need clarity around profitability, cash flow, and the decisions that shape what comes next. Our approach is grounded in CFO-level thinking and designed to support leadership teams as businesses evolve beyond the founder-led stage.
Fractional CFO Services
For growing field service businesses ready for CFO-level support.
This is our core offering. Designed for businesses (typically $1M+ in revenue) that already work with a bookkeeper and tax accountant, but need a strategic partner to round out their financial team.
We step in as your fractional CFO to improve profitability, stabilize cash flow, manage risk, and support confident, forward-looking decisions.
It all starts with a no pressure discovery call to to see if we might be able to help. Followed by an onboarding engagement where we get to know your goals, review past financial performance, analyze key reports, and develop projections. Then we'll be all set to support you through an ongoing engagement where we'll develop and implement strategies to hit your specific personal and business targets. You'll be supported through every big business decision along the way!
Strategic Financial Reset
Feeling unsure about your next move or have no clue what your numbers are saying?
The Strategic Financial Reset is a focused CFO-led engagement designed to bring clarity to your numbers and direction to your decisions. It’s ideal for service-based businesses that want to step back, assess what’s really happening financially, and move forward with confidence.
During this engagement, a Fractional CFO will:
-Conduct a comprehensive review of your financial data and reporting structure
-Assess profitability, margins, and cash flow health
-Identify risks, inefficiencies, and opportunities for improvement
-Align financial insights with your business and personal goals
-Deliver clear takeaways and prioritized next steps to support confident decision-making
The outcome is a clearer understanding of where your business stands, what matters most financially, and how to move forward with intention.
Only a limited number of spots are open per month.
Pricing is dependent on the size and complexity of your business.
CFO-Yourself
Designed for early-stage service-based businesses that are still managing their finances in-house.
This self-guided package provides the education, tools, and foundational systems needed to organize your finances efficiently and understand what your numbers are actually telling you. You’ll gain clarity around cash flow, profitability, and key metrics—along with light-touch support to help you apply what you’re learning with confidence.
Best suited for businesses building a strong financial foundation as they grow.
Our Focus
REI Finance specializes in financial strategy, planning, and advisory support for growing businesses.
We do not provide bookkeeping or tax preparation services directly.
However, we maintain a trusted network of bookkeeping and tax professionals and are happy to make introductions to partners whose expertise aligns with your business needs.
- Erika Brown, Owner @ Lot 12 Collective & Integrity Homes Solutions
Take control of your business cash flow in just 30 minutes a month with this simple 5-step routine.
Built for service business owners who want clearer visibility into their numbers.
Inside the challenge, you'll learn how to:
✔ Understand where your revenue is coming from
✔ Stay on top of operating expenses
✔ Prepare for upcoming investments and growth
✔ Review your numbers each month with clarity
✔ Take control of your cash flow with simple financial habits
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