The financial seat you can't justify hiring for yet.
Every engagement is scoped to one business. Most start with the CFO seat and pull in the other work only where it earns its keep.
Fractional CFO
The seat itself. Annual plan, monthly operating review, cash strategy, owner pay, pricing and hiring calls, with the numbers already current when we sit down.
What's in it
- Annual plan and budget built with you
- Monthly operating review
- Cash floor, reserves, and distribution policy
- Owner compensation strategy
Finance operations
Making the numbers worth trusting. Chart mapping, close support, cleanup, and reporting so decisions are not built on stale or miscategorized data.
What's in it
- QuickBooks mapped to operating categories
- Close support and data-quality gates
- Board-grade monthly reporting
- Cleanup when history is unreliable
Planning and analysis
The heavier questions. Scenario models, capacity plans, valuation, and the math behind a hire, a truck, a location, or a price increase.
What's in it
- Scenario and capacity modeling
- Job, service-line, and customer profitability
- Valuation and owner-exit math
- Buy-side and sell-side support
Systems and build work
When the bottleneck is a workflow rather than a decision. Automation, internal tools, reporting, and web work built around how the business actually runs.
What's in it
- Workflow automation
- Custom reporting and dashboards
- Internal tools
- Websites and positioning
A flat monthly retainer, sized to the business.
No hourly billing on the core work, no surprise invoices. We scope the engagement after we understand the business, and the number holds until the scope changes.
01
Everything included
Platform access, setup, mapping, plan build, reporting, and the meetings themselves are all inside the retainer.
02
Scoped to the decisions
Price follows complexity: entities, revenue, how messy the books are, how often we meet. Not a tier chart.
03
Projects quoted separately
Cleanup, build work, valuation, and transaction support are quoted per project so they don't inflate the retainer.
04
Month to month
No long-term lock-in. The engagement should keep earning its place.
Worth a conversation if any of this sounds familiar
Profitable on paper, but cash never feels safe.
You've been paying yourself whatever is left over.
Revenue is up and it isn't showing up in your pocket.
You're about to hire, buy, or expand and can't model it.
The books are a month behind and you don't fully trust them.
The same decision keeps coming back because no rule was ever set.
Tell us which one is yours.
We'll tell you whether this is a CFO problem, a bookkeeping problem, or something you can fix without us.
A person replies within one business day.