SERVICES
CFO-level support, scaled to where you are
Start with what you need today, from clean books to a full fractional CFO partnership. Add more as you grow.
NOT SURE WHERE TO START?
Start with a Financial Health Review
A focused look at your books, systems, and cash flow, with a plain-English summary of what’s working, what’s risky, and what to do first.
What We Do
Fractional CFO and Strategy
Executive-level guidance and board-ready reporting on a schedule that fits your budget.
Includes: Analysis of income and expenses against budget, with insight and recommendations, not just reports. Regular strategy conversations and board-ready reporting. Forecasting and planning for what’s next.
Cash Flow and Budgeting
See what’s coming and plan with confidence.
Includes: Cash flow analysis of future income and expenses, with vendor payment timing recommendations. Monthly forecasts that keep your budget fresh all year. Budget creation, with training sessions for the team members involved.
Accounting and Bookkeeping
Accurate, current books you can trust.
Includes: Bookkeeping and accounting with solid controls and streamlined processes. Monthly financial statements, plus bank, credit, and balance sheet reconciliations. Real-time access to reports and regular check-ins during the month.
Systems and Policies
Financial foundations that run without you.
Includes: Policies and procedures tailored to your organization and current audit guidelines. Financial systems built around your needs, including chart of accounts, project reporting, and fund accounting. Data migration and integration to streamline reporting.
Tailored for your Business
MONTHLY / ONGOING RETAINERS
Monthly retainers for ongoing support. Range in levels based on business needs - from reconciliation and reporting to monthly insights and strategy sessions, as well as board presentations and cash flow modeling.
PROJECT / ONE-TIME ENGAGEMENTS
One-time projects for a specific organizational need. Hands-on hlep with a specific initiative, including execution on current projects, strategies for new ones, and documented processes you can reuse.
NONPROFITS AND MINISTRIES
Mission-minded organizations dependent on giving from donors and contributors have special needs. We serve grant compliance and reporting, fund accounting, board and donor-ready financials, budgets specific to giving and pledges, donor analysis, and more.
SMALL BUSINESSES AND STARTUPS
Businesses looking to take their operations to the next level require critical insight and financial understanding. We support profitability and pricing analysis, cash flow forecasting, lender and investor readiness, and help design systems that scale.
Common Questions
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Probably not yet. Most organizations your size need CFO-level insight for a few hours a month, not a full-time salary.
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Yes. Many clients start with a one-time project, such as cleanup or system setup, and move to a retainer later.
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Every engagement is priced to fit your size and needs. We'll share options on your discovery call.
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Book a free 30-minute discovery call or take the blind spot assessment. We'll recommend a starting point.
Not sure what you need? Let’s figure it out together.
Book a 30-minute discovery call. We’ll listen, learn about your goals, and show you where to start.