CFO services
A CFO’s view of your business.
Led by CPAs.
Fractional CFO support for growing, owner-led companies with $5M to $50M in revenue. CPAs on our team bring monthly reporting, forecasting, and planning to the business, so you can make decisions from current numbers.
Who it’s for
Owner-led companies with $5M to $50M in revenue
Who leads it
CPAs on our team
How it’s set up
A separate engagement, with no obligation to sell
What’s included
The finance function a growing company needs.
We take on the reporting and planning work that tends to wait until there’s time, and set it up to keep running.
Monthly close and reporting
Books closed on a steady rhythm, with reports that are easy to read.
KPI dashboards
The numbers that matter most to your business, tracked in one place.
Cash forecasting
A forward look at cash, so a tight month shows up early.
Budgeting and planning
An annual plan and budget tied to how the business actually runs.
Lender and bank reporting
Covenant packages and lender updates prepared accurately and on time.
Diligence and quality of earnings
Supportable financials prepared before a lender or buyer starts asking.
How it works
We start with the books and build from there.
Each step leaves you with something you can use, whether or not a sale is ever on the table.
01
Review the books
We look at your accounting, reporting, and cash today, and where they fall short.
02
Set the reporting rhythm
We put a monthly close and a short set of reports in place.
03
Forecast and plan
We build a cash forecast and budget you can make decisions from.
04
Get diligence-ready
We keep the books in the shape a lender or buyer will expect to see.
Who does the work
Financial work led by CPAs.
Our CPAs work alongside your bookkeeper and outside accountant, not in place of them.
If you sell later
Ready for a buyer when you are.
Clean books and steady reporting also make a business easier for a buyer to understand, if you ever decide to sell. Working with us never obligates you to sell, and we never introduce your business to a buyer without your consent.
Sell your business
Questions owners ask about CFO services.
Straight answers before you book a call.
Other questions
Ask us directly
Who is this for?
Owner-led companies with $5M to $50M in revenue that need more financial leadership than a bookkeeper provides but aren’t ready for a full-time CFO.
What do you need from us?
Access to your accounting system and bank records, a kickoff conversation, and a point person who can answer questions as we go.
Do you replace our accountant or bookkeeper?
No. We work alongside them. Your bookkeeper keeps the day-to-day entries, your outside accountant keeps tax, and we add reporting, forecasting, and planning.
How do you handle confidentiality?
Your financials stay with the people doing the work. We don’t share them outside the engagement without your permission.
Is this tied to selling my business?
No. CFO services are a separate engagement. Working with us never obligates you to sell, and we never introduce your business to a buyer without your consent.
Get a clear view of your numbers.
Tell us how you track performance today and what you wish you could see.