Fractional CFO Services
Executive-level financial leadership—without the cost of a full-time CFO. We provide strategic financial guidance to help business owners understand their numbers, plan ahead, and make confident decisions as their business grows.
Fractional CFO support includes:
- Building budgets and long-term financial plans
- Forecasting revenue, expenses, and cash flow
- Evaluating scenarios and growth opportunities
- Monitoring performance through meaningful KPIs
- Translating financial results into clear, actionable insight
- Preparing financials for lenders, investors, and key stakeholders
Controller & Financial Operations Support
Controller-level oversight to bring structure, accuracy, and consistency to your financial operations.
- Oversight of month-end close and account reconciliation
- Financial reporting accuracy, structure, and consistency
- Chart of accounts review and optimization
- Internal controls and financial process improvement
- Documentation and workflow standardization
- Coordination with internal staff and external accountants
Foundational Accounting & Reporting Services
Monthly Bookkeeping & Transaction Management
- Categorizing transactions
- Bank and credit card reconciliations
- Accounts payable and receivable tracking
- Payroll recording entries
Monthly Close
Preparation
- Reviewing accounts
- Adjusting entries
- Month-end reconciliation summaries
Monthly Reporting & System Optimization
- Monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Financial statements prepared for management review and decision-making
- Ongoing QuickBooks Online optimization
Bookkeeping & Financial Records Management
We manage your financial data each month to keep your books accurate, consistent, and ready for reporting and decision-making.
Monthly support designed to scale with your business.