An expert CFO can find opportunity, cashflow, & design a profit growth plan even if your business is in its early stages.

In fact, the beginning is the most important time to get a CFO into the planning process. Most businesses fail because they grow without a profit & cashflow focus. Do it right and see what your business can really achieve.

Even if you are farther along the path, it’s never too late for financial intervention and getting it together!

We work with Solopreneurs and Small Businesses in a variety of industries! Many of our clients are service-based, but as long as we can design a KPI/metric for how you make money, we can make a financial plan around it!

Fully customized, just for your business industry.

Every engagement starts with a free Cashflow Audit. Once we figure out where you are, we have a couple options.

Our goal is to make sure you have a financial system that is trackable, cashflowing, and profitable.

If we need to design a new accounting system, migrate to a different system, or figure out brand-new KPIs/metrics for your business to succeed, then we’ll do whatever it takes!

Once your system is running, then we get into the juicy part of strategy, financial analysis, and really making you money! That’s where the fun really begins.

Most small businesses fail because they lack financial expertise and don’t know how to find profit before it’s too late.

CFOs are generally out of range until your small business becomes a medium- to large-business. They cost anywhere from $7.5k-12.5k a month.

We want to meet you where you are at, and with packages starting at just $1k a month, you can access powerful cashflow & profit expertise for cheap!

Here’s the problem: most bookkeepers and CPAs are not there to make you more money. They are there to keep things organized, and make sure you don’t get in trouble with the IRS come tax time. Profit, cashflow, who cares? As long as they are doing their job. On top of that, almost anyone can become a bookkeeper and we don’t know how well they’ve been trained - how good are your books really?

A Fractional CFO, on the other hand, is there to make your business Financially-Sound. We help you stabilize cashflow, achieve profit, and achieve what business should achieve: make money. Repeatedly, consistently, without surprise emergencies.

And because we offer bookkeeping in every package, you can rest easy that we are designing your accounting to be profit-friendly and trustworthy for big money decisions.

The only thing you still need is a CPA to file your taxes. We can take care of quite literally everything else.

Whether you are running your business in a software, messy paper receipts, or in spreadsheets, we can take that and put it into an accounting software to begin professionalizing your business.

Even if you already do your own bookkeeping, we can take it over for FREE as part of all of our packages. We will implement our own procedures to improve your system and make sure you have everything you need to make the best financial decisions on a frequent cadence!

The only small business software we truly endorse is Quickbooks Online (”QBO”).

It is robust, synchronizes with the best integrations on the market, is very easy to learn, and makes it easy to collaborate between CFO and Business Owner!

We can learn your current software, but we recommend that all clients migrate all of your data into Quickbooks Online (”QBO”), the only accounting software we endorse for Solopreneurs & Small Businesses.

QBO is robust and synchronizes with the best integrations on the market. You can’t go wrong. And if you are our ideal client, you aren’t too big yet to outgrow QBO, trust us!

We can migrate you from any software or manual financial file. Software we can migrate from include Xero, Freshbooks, Wave, & more! We will figure it out for you.

Migration would be an add-on to any package except ELITE CFO, which is included for free.

Whether you are running your business in a software, messy paper receipts, or in spreadsheets, we can take that and put it into an accounting software to begin professionalizing your business.

Whether you are running your business in a software, messy paper receipts, or in spreadsheets, we can take that and put it into an accounting software to begin professionalizing your business.

No idea what you are doing? No worries! We are here to meet you WHERE EVER you are at. Running a business is a humbling journey. We will get you to profitability.

We look at your entire business model & systems in place, whether that’s in software, messy paper receipts, or spreadsheets. Then we come up with a basic assessment and a few next steps to get your financials right and get you succeeding in business again.

Let’s put it like this: When you run the business in your head, its easy to fool yourself into thinking you are better than you are.

When you get everything out on paper, it’s impossible to ignore the numbers. The good, the bad, and the ugly. And only then can you make a clear, realistic plan to achieve your next goals with certainty. In addition, when emergency strikes, you’ll know exactly what options you have.

If you still don’t believe us, then we challenge you to show us your business in a quick chat and see what we think about it from a CFO’s perspective!

By choosing the ELITE CFO package, you not only get a Fractional CFO to manage everything business, but you also get a Personal CFO to manage your personal life financials as well.

Together we can design & build budgets, forecasts, personal balance sheets, financials, and easy reports that your family can use to make better decisions & rest easy knowing your numbers are handled.