Fractional CFO services for small and mid-sized businesses
One firm for your books, your forecasts, and your biggest decisions. Pick a single service or combine them into ongoing fractional CFO support.
Service 01
Bookkeeping
Clean, reconciled books every month, plus statements you can actually read. The foundation everything else is built on.
- Monthly close, categorization & reconciliation
- AP/AR management and payroll coordination
- Month-end financial statements with plain-English notes
Service 02
Financial Planning & Analysis
Stop guessing. A rolling 12-month cash-flow forecast, scenario models for big decisions, and a KPI dashboard you will actually open.
- Cash-flow forecasting and budget vs. actual reviews
- What-if modeling for hires, expansions, and investments
- Owner-level KPI dashboard
Service 03
M&A Advisory
Buying, selling, or planning an exit. Quality of earnings, due diligence, and valuation support from people who have sat on both sides of the table 20+ times.
- Quality of earnings (QoE) reports
- Buy-side and sell-side due diligence
- EBITDA adjustments and valuation support
Engagements that fit the problem
Monthly fractional CFO
Ongoing bookkeeping plus forecasting and a monthly strategy review. For owners who want a finance leader on call without hiring one.
Project-based
A defined engagement with a defined deliverable: a cleanup, a forecast build, or a quality of earnings report.
Deal advisory
Support through a specific transaction, buy-side or sell-side, from first diligence request to close.
Not sure which service you need?
That is what the free financial statement analysis is for. We will look at your numbers and tell you honestly where to start.