A partner who knows your numbers as well as you know your customers.
Strategic CFO insights at a fraction of the cost
You're running a profitable business.
So, why doesn't it feel that way?
That tax bill blindsided you… again
You owed more than expected and scrambled to cover it. It didn't have to be that way. With proactive planning, tax season becomes something you prepare for, not recover from.
You want to expand, but the numbers feel murky
More locations, team, equipment - you know the opportunity is there. But without a clear financial picture, every decision feels like a gamble.
Revenue is not translating to cash in the bank
You spend thousands on marketing, acquire new leads and are profitable on paper, but where’s the cash?
Your bookkeeper sends reports. You still don't know what to do
Data without context isn't strategy. If your financials aren't helping you make decisions, they're just noise.
You don’t need more spreadsheets.
You don't need to become a finance expert.
You need someone in your corner who already is one.
That's what a Fractional CFO does.
We step into your business as your strategic financial partner — handling the numbers, translating them into decisions, and making sure you always know where you stand and what to do next.
WHAT TO EXPECT
This is what financial leadership actually looks like.
A CFO provides what accountants don’t - insights first, information second.
A real strategy, not just reports
We don't hand you a P&L and walk away. We tell you what it means, what it's telling you to do, and what happens if you don't.
Cash flow you can actually predict
Weekly forecasts so you know what's coming before it hits. No more checking your bank balance and hoping for the best.
Tax planning that eliminates surprises
We build your pro forma tax return mid-year so you know what's coming and have time to act on it strategically.
A full finance team, managed for you
Books updated weekly. Reconciliations done monthly. Your bookkeeper, controller, and CFO working as one, so you only have to talk to us.
This is the right fit if you are…
Generating steady revenue and ready to get serious about where the money is actually going
Profitable on paper but not paying yourself consistently
Considering additional locations and want the numbers to tell you when and how to execute
Building toward an exit and need clean financials and normalized EBITDA to get there
Done making six-figure decisions without an expert in the room
What’s included
Our services go deep and cross-functional to make sure your financial strategy is fully aligned to your business goals.
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Daily transaction allocation in QBO
Monthly account reconciliations (bank, credit card, loans, etc.)
Journal entries for GAAP compliance
Optimization of chart of accounts for management reporting
Vendor spend review
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Sales tax registration and filing
Withholding tax registration for new employees
Business income tax return prep and filing
Pro forma tax return for planning (each summer)
Handling of state and federal tax agency correspondence
1099 reporting
S Corp compliance monitoring (tax minimization)
Tax strategy implementation (e.g., hiring kids, Augusta Rule)
Worker’s comp audit support
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Setting and tracking of annual budgets and targets
Weekly cash flow forecasting and monitoring
Profitability study by offering, service line, location, etc.
CFO analysis based on constraints and needs identified (examples below)
Commission and compensation analysis
New location & expansion feasibility studies
Reduction of interest rates and merchant account fees
Lease vs buy analysis for equipment and vehicles
AR monitoring, process controls and escalated follow-up communications
Employee bonus and profit share program implementation
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Ongoing message channel with whole team – 4 business hour response max
Monthly tactical meeting for cash flow review, immediate needs and decisions, pulse on business (30 mins)
Monthly CFO strategic financial review to review performance against targets and review financial performance (50 mins)
Weekly onboarding meetings for the first 6-8 weeks
Ad hoc meetings as needed for specific time sensitive matters
Daily monitoring of finance email at your domain for easy interaction with outside vendors and investors
Industry specialties
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With a background in growing and existing a 20-yr basement waterproofing & foundation repair business and decades of experience serving the trades, our team is ready to help you grow and position of a profitable exit.
We specialize in:
Foundation Repair
Basement Waterproofing
Crawlspace Maintenance
Concrete Work
Decking
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Originally named Fitnancial Solutions, Shannon got her start in the wellness industries since she worked in fitness and training for over a decade. We have worked with dozens of practices in:
Plastic Surgery
Medspas
Aesthetics
Permanent Makeup
Dermatology
Cosmetic Dentistry
Fitness & Wellness
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We serve various businesses who offer expertise to clients on larger scale projects or for businesses, including:
Consultants / Advisors
Expert Witnesses
Accounting Firms
Project Management
Is this more support than you’re looking for?
An Executive Financial Review might be for you →
NOT LIKE YOUR ACCOUNTING FIRM
Our Unique Approach
We never bill hourly
Our pricing is based on the value we deliver, not the time we log. You get a partner invested in your outcomes, not their clock.
We love tough conversations
If you want to be told just the good news, hire a cheerleader. If you want to know how to win, hire a coach.
Utility > Accuracy
While most accountants obsess over the minutia and keeping the IRS happy, we focus on your growth and goals and decision-ready data.
Fractional fee, whole brain
A full-time CFO costs $250K+ per year. For less than the cost of a staff, you get 3-4 team members and decades of experience (that you don’t need to manage.)