Services
Numbers don’t lie, but they do need a translator.
Numbers don’t lie, but they do need a translator.
Fractional CFO Services for Small Business Growth
I always felt behind on the financial side of my business. Now I finally understand what the numbers are telling me—and what to do about them.
Having a CFO-level expert without hiring full-time changed everything. I get strategic clarity, not just reports.
I used to make gut decisions. Now I make informed ones—and it’s showing up in our bottom line.
They helped us plan for seasonality, cash flow gaps, and hiring. It’s not just accounting—it’s leadership.
Who We Work With
Fractional CFO Services
| Features | Essentials | Growth | Optimization | Integrated |
|---|---|---|---|---|
|
Strategic Operational Budgeting |
Self-serve |
Core items |
Full GL |
Multi-dimensional |
|
Strategy Session Cadence |
30 min monthly |
60 min monthly |
60 min monthly + ad hoc |
Weekly |
|
Communication Methods |
Primarily email |
+Phone, text |
+Dedicated Slack channel |
All channels, priority service |
|
Financial Forecasting |
— |
Basic |
+Scenario analysis |
+Scenario analysis |
|
Industry Benchmarking |
— |
— |
|
|
|
Focused Projects* |
— |
— |
Quarterly |
Unlimited |
|
Leadership Team Integration |
— |
— |
Selective |
Embedded |
|
Investment Starts At |
$750/mo |
$1,500/mo |
$2,250/mo |
$5,000/mo |
Every tier includes an interactive client dashboard and monthly financial reports.
*Focused Projects: A menu of deep-dive projects tackled one at a time, such as technician performance, marketing ROI analysis, compensation plan design, price book optimization, and capacity planning. All done for and with you, not just the self-service tools. Optimization clients choose two per year. Integrated clients get ongoing access to all five.
Essentials
Ideal for businesses under $500K in annual revenue with 1-2 employees. These owners are building a stable financial foundation: trustworthy bookkeeping, budgeting, and organized systems and processes. They’re eager to move from working in the business to working on it.
Growth
Perfect for companies generating between $500K and $2M in revenue, with under 10 employees. These owners have foundational systems but are ready to accelerate growth. They want better forecasting, more proactive strategies, and deeper financial planning, all while stepping back from day-to-day operations.
Optimization
Tailored to businesses with $2M–$5M in revenue and 10 to 30 employees. These owners are fully operating on the business and now seek granular insights, like performance by product, division, or service line. Their systems and processes are established; they want to fine-tune compensation, evolve pricing models, and refine long-term strategy.
Integrated
Designed for mature businesses with $5M–$15M in revenue and 30+ employees. These companies have leadership teams, likely follow frameworks like EOS, and hold weekly leadership meetings. Owners focus on big-picture leadership while blending strategic and operational decision-making with embedded support.
Multiple Companies
Many of our clients own multiple companies. We can bundle CFO services across your entities, and pricing reflects the efficiency of working across your businesses together. Reach out and we’ll put together a scope that fits your structure.
Bookkeeping
We also handle bookkeeping, separate from CFO services. Clean, accurate books are the foundation everything else is built on, and clients who bundle bookkeeping with a CFO tier get one team doing everything; no gaps between changes, issues, and your close schedule. Pricing depends on a lot of variables, so if you’d like a quote, let us know and we’ll scope it for your business.
Accounts Payable
We also offer accounts payable. We get your bills entered, approved, and paid on schedule. Pricing depends on your employee count and how many people are carrying company credit cards, so tell us where you’re at and we’ll build a quote around it.
How It Works
Down-to-earth financial experts helping small business owners make smarter decisions—without the jargon.
Start the Conversation
We begin with a no-pressure chat to understand your goals, challenges, and where you want to go.
We Dive into Your Numbers
We dive deep into your financial data to surface insights, trends, risks, and untapped opportunities.
You Get a Clear Growth Plan
You receive a personalized roadmap backed by financial clarity to help you scale smart and confidently.