Accounting & CFO
A senior finance lead for your business, a few days a month.
Growing companies need CFO judgment long before they need a full-time CFO. We run your forecasting, budgeting and monthly reporting, and we oversee the books so the numbers hold up when a lender, investor or buyer looks at them.
What's included
- Cash flow forecasting, 13-week and 12-month
- Annual budget and monthly budget-to-actual review
- KPI reporting your team can act on
- Lender and investor readiness: financial packages and covenant tracking
- Monthly close review and controller oversight
- Bookkeeping clean-ups and catch-ups
- QuickBooks Online setup and rebuilds
Common questions
How is this different from bookkeeping?
Bookkeeping records what happened. A fractional CFO uses those records to plan what happens next: cash, pricing, hiring and financing. We can oversee your bookkeeper, or clean up the books first if they need it.
How is it priced?
A fixed monthly fee based on scope, agreed in writing before any work starts.
Talk to a partner.
Tell us what you need and we will tell you plainly how we can help, in English or Spanish.