Fractional CFO
Forecasts, cash, pricing and board reporting led by a CFO who knows your numbers, for a fraction of a full-time salary.
Everything in the engagement,written down.
13-week cash flow forecast
Monthly close and KPI dashboard
Budget and pricing models
Bank and investor reporting
Board meeting preparation
Is this for you?
Senior finance leadership for growing companies, two to eight days a month.
From first callto a written plan.
Discover
We learn your goals, gather statements and map every account, policy and obligation.
Plan
You receive a written plan with each recommendation, what it costs and why we make it.
Implement
We open and move accounts, coordinate with your CPA and attorney and set up reporting.
Review
Two full reviews a year, a tax projection each fall and a call whenever life changes.
Decisions our clients made,and what they changed.
Family-owned manufacturer, $22M revenueA manufacturer turns a cash squeeze into a credit line
Founder, multi-location dental groupA dental group owner prepares for a $14M sale
Physician couple, both 54Two physicians bring retirement forward by four years
Every plan starts withone honest conversation.
Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.