Elite expertise without the full-time price tag

You can have amazing profitability and still be running out of cash. We forecast your cash flows for your business anywhere from 6 weeks to 12 months to make sure you have plenty of cash and time to plan.

We provide access to a live dashboard and financial scorecard for your business to minimize delays between transaction and decision. All historical financial reports are available on-demand based on updates we make to the company books.

We understand that support will be needed for large transactions or events in the capacity of Fractional CFO. We provide this support to ensure readiness for opportunities and rapid responsiveness to requests.

Ever heard ‘garbage in, garbage out?’ We leave no room for margin in the quality of your books by taking ownership of weekly  transaction allocation, monthly reconciliation and design of your chart of accounts to optimize for management reporting and decision-making based on your industry and goals.

We include the preparation of your business income tax return (Fed and any applicable states) in your fee. We anticipate filing all clients by the original filing deadline without extension so you can refocus on the future.

Individual tax preparation for the owners of the company is also possible and often included, including a detailed pro forma return, unless particularly complicated or difficult to complete due to international involvement, large volume of investments or other advanced areas.

We attend and present in leadership meetings and team check-ins for the company to add a layer of accountability and ownership to your numbers. Cadence of these meetings is typically set by unique client needs.