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
CFO-Yourself
Designed for early-stage service-based businesses that are still managing their finances in-house. We help you build a strong financial foundation by teaching you the systems, structure, and key metrics needed to understand your numbers and make informed decisions (without overcomplicating things).
Fractional CFO Services
For growing service-based businesses (typically $1M+ in revenue) that already work with a bookkeeper and tax accountant, but need deeper insight and strategic guidance. We step in as your CFO partner—helping you improve profitability, stabilize cash flow, manage risk, and plan confidently for what’s next.
This is our core offering and ideal for leadership teams navigating real financial complexity.
Full Suite Financial Management
For service-based businesses that want a fully supported financial function without building it in-house. Fractional CFO leadership remains at the core, supported by trusted bookkeeping and tax partners to ensure your financial ecosystem is aligned, accurate, and decision-ready.
Ideal for businesses seeking clarity, consistency, and a coordinated financial team as they scale.
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MY APPROACH
Strategic CFO leadership for service-based businesses
with real teams and real financial complexity.
Growing service-based 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.
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.
Fractional CFO Services
For growing service-based businesses ready for CFO-level insight and strategic guidance.
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.
Following an in-depth discovery process, we design a customized engagement aligned to your business goals, complexity, and stage of growth.
Full Suite Financial Management
For service-based businesses that want a fully supported financial function—without building it in-house.
Fractional CFO leadership remains at the core, supported by trusted bookkeeping and tax partners to ensure your financial ecosystem is aligned, accurate, and decision-ready. This offering is ideal for leadership teams who want strategic oversight paired with seamless execution, all coordinated under one roof.
Our role is to ensure your entire financial function works together to support profitability, cash flow stability, and long-term growth.
Feeling unsure about your next move or have no clue what your numbers are saying?
Time for a Strategic Financial Reset!
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.
- Erika Brown, Real Estate Investor & Coach
Gain Financial Clarity—Without the Overwhelm
Building on years of expertise and strategic financial insight, our fractional CFO services help you:
✔ Make confident business decisions
✔ Boost profitability and cash flow
✔ Secure your financial future
✔ Unlock time freedom
Curious which CFO service is right for you?
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