We offer ALL services a traditional CFO would perform - accounting, revenue & expense management, entity administration, financial forecasting and budgeting, and more! Let us do the work while YOU focus on what you do best - running your business!

Pricing often depends on factors such as size and complexity. We have packages for all business types/stages, with packages starting as low as $499 per month!

Accountants/Bookkeepers record what happened—they track transactions, reconcile accounts, and produce financial statements that show where your money went.

CFOs focus on what's next—they analyze your financial data to drive strategic decisions, forecast and optimize cash flow, and create roadmaps for growth.

Think of it this way: Your bookkeeper tells you that you spent $50,000 last month. Your CFO tells you why that matters, whether it's sustainable, and what you should do about it to hit your goals.

If your business is generating over $1 million in annual revenue, chances are you’ve outgrown basic bookkeeping — and it’s time to bring strategic financial leadership to the table.

When we evaluate whether our fractional CFO services are the right fit for you, we look at two key factors:

1️⃣ Your goals and definition of success.
What are you trying to achieve — stability, scale, investment, or exit? Understanding your objectives allows us to tailor our strategy around them.

2️⃣ Your company size and stage of growth.
Our CFO services are ideal for companies earning between $1M and $10M annually — businesses ready to scale, streamline operations, or prepare for outside investment.

Schedule complimentary discovery call to see if we are a great fit. After that, we’ll focus on onboarding and then we hit the ground running!