Services
Numbers don’t lie, but they do need a translator.
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.
Frequently Asked Questions
What services do you offer?
We do books cleanups, monthly bookkeeping, fractional CFO work, and accounts payable, plus hourly CFO help and one-time projects like due diligence, financial reviews, and coaching. Most owners move through the monthly services in that order, since a cleanup gets the books accurate first. We also run an education and community side for owners who want to build their own financial skills.
Do I have to buy everything or can I start with one service?
You can start with bookkeeping on its own, or bring us in hourly for help with a single decision. What doesn't work is a small slice of the ongoing CFO relationship, since that engagement depends on knowing your business and being there when decisions come up.
Can you do bookkeeping and CFO work, or do I need two firms?
We do both, and most clients want it that way. One team means we can fix something in the books the moment we spot it, and we control when the books close, so your CFO reporting starts on schedule.
I already have a bookkeeper. Can I keep her and still work with you?
Yes, we don't require your bookkeeping to be with us. We'll need QuickBooks access, the books closed by a set day each month, and a direct line to your bookkeeper. If the books can't support the CFO work, we'll tell you what's missing and help fix it.
Do you work with ServiceTitan, Housecall Pro, Jobber, or my field software?
Very likely. We've worked with ServiceTitan, Housecall Pro, Jobber, PestPac, LMN, Spraye, and multiple others. When a system won't connect to QuickBooks directly, we've built our own ways to bring the data over accurately.
Do I need a bookkeeper or CFO who knows my specific industry or service type?
It helps more than most owners expect, since someone who knows the trades already understands labor costs, field software, equipment, and seasonality. Our deepest bench is labor-heavy service businesses and the trades, and we also work with franchise owners running multiple locations.
How long does it take to get started?
Not long. We start with a 60 to 90 minute onboarding call to learn the business, then build the budget, and you're getting advice in the first month. You can also start with hourly CFO help on a specific question. If the books are too messy to work from, we clean them up first at an hourly rate, and the CFO fee doesn't start until the CFO work does.
What do you need from me to get a proposal, and then to get started?
For a proposal, CFO work only needs a discovery call, and bookkeeping also needs accountant access to your QuickBooks. Once you accept, CFO work starts with an onboarding call and access to your field software, CRM, and payroll. Bookkeeping adds read-only access to your bank, card, and payment processor accounts.
How long do clients typically stay with you?
Clients tend to stay, and most of the businesses that started with us are still with us. Many started with a cleanup or a one-time project and hired us full time once they saw what we could do.
