CFO Services

Why your business needs CFO support

As your business grows, ad-hoc bookkeeping won’t cut it. A fractional CFO brings forecasting, capital strategy and board-level reporting — without the full-time salary. We turn your numbers into clear decisions.

Who this is for

Established small businesses

($500k–$5M revenue) across multiple states nationwide

Growing nonprofits

Needing board-level reporting & grant accountability

Minority/women-owned startups

Scaling operations with confidence

Professional Services Firms

Coaches, consultants, medical offices, and agencies

Core CFO Services

You can take services a la carte or choose a monthly package.

Financial Oversight & Strategy

Budgeting, forecasting, KPIs & strategic planning

Profitability & Cost Analysis

Margin & break-even analysis, pricing advice

Capital & Funding Guidance

Loan & investor prep, grant tracking

Internal Controls & Process Improvement

SOPs, audit readiness, expense controls

Advisory & Leadership

Board reports, executive support, strategic meetings

Software Integration & Automation

QuickBooks/Xero setup & reporting automation

Advisory & Bookkeeping Service Packages

Packages & Pricing

Flexible monthly packages for different growth stages — choose a standard plan or request a custom proposal.

$500–$750 Monthly (depending on transaction volume)

✓ Monthly bookkeeping (bank/credit card reconciliations, AP/AR tracking)
✓ Chart of accounts cleanup & maintenance
✓ Monthly financial statements (Balance Sheet, P&L, Cash Flow)
✓ Secure cloud-based document storage

$1,000–$1,500 Monthly

✓ Everything in Essential Package, plus:
✓ Budgeting & forecasting
✓ KPI tracking & dashboard setup
✓ Quarterly advisory meeting to review financials & growth opportunities
✓ Email support for accounting questions

$2,500–$5,000 Monthly

✓ Everything in Growth Package, plus:
✓ Strategic cash flow management
✓ Internal controls design & risk review
✓ Audit & tax prep support (liaison with CPAs & auditors)
✓ Bi-weekly advisory calls with leadership team
✓ Customized financial models (scenario planning, expansions, funding needs)

Popular

Add-On Services

Nonprofit Grant & Fund Accounting – $750/project or retainer
QuickBooks Online Setup & Training – $500 flat setup + $100/hour training
Audit Readiness Package – $2,000+ (depending on scope)
One-Time Financial Health Check – $1,200 (includes 2-hour strategy session + action plan)

Not Sure If You Need a CFO?

Download our free checklist: “5 Signs You Need a CFO (Before You Think You Do)

Client Success Stories

coming soon

Testimonials

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