Match your Books and Records to the growth of your business
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Assessment of Finances & Operations
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Work-plan to upgrade Bookkeeping
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Financial tool creation
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Accurate financial reporting
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Business Modeling
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Financial Projections
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Cashflow management
We'll begin with a conversation of what your goals are and the timeline you have to work with. You'll get a tailored proposal for a plan of action and the side-by-side support that fit the complexity of your organization.
Benefits of The Fractional CFO

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Make informed financial decisions. The Fractional CFO
Get more financial context than from the accountant that may be just charged with doing your taxes, and more detail than the reporting you receive from your bookkeeper. The CFO lives inside your business, so you don't have to.
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Have accurate financial bookkeeping and records
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Manage cashflows
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Plan confidently for growth, for adding staff, investing in equipment, or adding general expenses
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Understand weekly operations dashboards detailing current progress with comparisons
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Receive a monthly financial review of money due and money owed, as well as reporting on trends
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Review your budget with analysis, explanations, and recommendations where applicable
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Build living financial models to streamline planning and make sensible projections
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Produce professional reporting documents specific to your needs, and more

Coordinate your Financial, People, and Growth Strategies
Level up with the Chief Financial & Operating Officer (CFOO)
Although we're hardwired as entrepreneurs to control our environments, the inability to give up a healthy portion of that control is what keeps us from growing with grace. Create a Key-person plan to up-skill your workforce with the knowledge, freedom and structure to both identify and solve problems on their own.
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High - Level Business Strategic & Financial Planning
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Advanced Business and Financial Modeling
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Consistent coordination between Business Development, Human Resources, and Finance
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Increase independence by mentoring and skills coaching for you Financial or Operations Key-people to keep pace with the growth of your company
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Coordinate job descriptions, systems, and policies that provide clear direction for staff, as well as the necessary boundaries that preserve trust in their decisions
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Provide the authority that matches the job responsibilities so staff can spend money or deviate from procedure to solve a challenge for themselves or for a customer
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Eliminate frictions and dramas that are de-motivating to both you and to your workforce
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Decide between growing your business or making a thoughtful exit