We primarily work with small to medium sized businesses across a variety of industries. Our team brings hands on experience across e-commerce, retail, insurance, SaaS, and healthcare so chances are we understand your industry and the financial challenges that come with it.
If you are a founder or business owner looking to grow sustainably and make smarter financial decisions, we can help.
Your bookkeeper records what has already happened with your money. Your accountant makes sure your taxes are filed and your books are compliant. Both are essential but neither of them is focused on where your business is going.
A fractional CFO looks forward. We help you understand what your numbers mean, where your business is headed, and what decisions you need to make today to grow with confidence. We are not here to replace your bookkeeper or accountant. We are here to work alongside them as your strategic financial partner.
If any of these sound familiar you are probably ready:
· You are making big decisions based on your bank balance or gut feel
· You are growing but have no clear picture of what is actually profitable
· You have been caught off guard by a cash shortfall
· You have a bookkeeper and accountant but no one thinking strategically about your finances
· You are planning to hire, expand, or raise capital and want real numbers behind it
If you said yes to any of the above, book a free discovery call and we will help you figure out if we are the right fit.
Our retainers are month to month with a simple 30 day notice.
Most of our engagement last6 to 15 months because we are building real financial systems and long term clarity, not quick fixes. But you are never locked into a long contract. If we are not delivering value, you should not be stuck.
Hiring A full time CFO typically costs $300,000 or more annually before bonus and benefits. Our clients get the same level of financial leadership at a fraction of that cost, with most investing between $3,900 and $6,900 per month based on the complexity of their business.
The return goes beyond the monthly fee. Our clients gain clarity on what is actually profitable, avoid costly financial mistakes, make smarter decisions with their cash, and build a financial foundation that supports long term growth.
If you are looking for the lowest cost option, we are likely not the right fit. But if you are ready to invest in the financial leadership your business deserves,we should talk.
Every business is different but most clients start seeing clarity within the first 30 to 60 days. By month three you will have a clear picture of what is actually making you money, better cash flow visibility, and the confidence to make big decisions with real numbers behind them.
Simply put you will feel more in control of your finances than ever before.
