You've outgrown basic bookkeeping
At a certain point, clean books alone are not enough. You need better visibility into cash flow, margins, profitability, and the financial impact of the decisions you're making. Sunrise Finance & Consulting helps owner-led businesses move from reactive accounting to proactive financial leadership.
If any of this sounds familiar, you're in the right place.
• You're profitable, but cash still feels tighter than it should.
• You want monthly reporting you can actually use to make decisions.
• You're unsure whether you can afford the next hire, equipment purchase, or expansion.
• You need clearer visibility into pricing, margins, and where profit is really coming from.
• You want a finance partner who can help you think ahead, not just clean up the past.
🧾Services
Services are customized based on your business’s size, complexity, and current financial needs
Fractional CFO Services
Forecasting, cash flow planning, KPI reporting, budgeting, and strategic decision support
Controller Support
Monthly close, financial reporting, reconciliations, cleanup, and stronger reporting structure
Additional Services
Tax planning support, filing coordination, year-end readiness, and select individual services
Let’s talk about what your business needs and determine the right level of support
💼 Why Work With Me
Practical finance leadership, grounded in real numbers
I combine accounting discipline with practical business thinking. That means you get financials you can trust, reporting you can understand, and recommendations that help you move forward with confidence. No vague advice. No bloated consulting. Just clear financial support tailored to your business.
✔ Expert help, no ego
✔ Real conversations, not forms
✔ Clear answers — not guesswork
Best fit for businesses that are:
• Growing and feeling more financial complexity
• Looking for better reporting and forecasting
• Trying to improve cash flow and margins
• Preparing for a loan, expansion, major hire, or pricing change
• Not ready for a full-time CFO, but needing more than bookkeeping
🤝 What It's Like to Work Together
From the initial conversation through ongoing support, I keep the process clear, professional, and tailored to your business.
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📞 A focused initial consultation to understand your business and goals
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📊 Clear recommendations based on the level of support you actually need
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🗂 Organized document sharing and a straightforward onboarding process
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💬 Ongoing communication and responsive support
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💡 Guidance tailored to your business stage, priorities, and financial goals
Whether you need monthly support or a one-time project, I’ll help you find the right level of involvement for your business — no pressure, just practical partnership.
🪙 Pricing
Pricing depends on the level of financial support your business needs, from clean reporting and close support to forward-looking planning and strategic guidance.
📊 Fractional CFO Support:
Starting at $3,000/month
Includes budgeting, forecasting, variance analysis, cash flow planning, KPI review, and financial decision support.
📁 Controller Support:
Starting at $1,500/month
Includes accurate monthly financials, close support, reconciliations, cleanup, and stronger reporting structure.
🧾 Additional Services:
Custom quoted
Includes tax planning support, filing coordination, year-end readiness, and select individual services based on scope.
Bottom line:
Not sure which level of support is right for your business? I’ll help you determine the best fit.