Services for Growing Businesses

Explore the level of support that best fits your business

The right level of support for where your business is today

Some businesses need stronger financial reporting and monthly close support. Others need budgeting, forecasting, cash flow planning, and strategic insight. My services are designed to meet you where you are and provide the level of financial support that makes the most sense for your business.

Controller support helps keep your financials accurate and organized. Fractional CFO support helps turn those numbers into decisions.

📊 Fractional CFO Support

Strategic financial leadership for owner-led businesses that need better visibility, stronger planning, and smarter decision support.

What a fractional CFO actually does

Fractional CFO support is designed for businesses that need more than accurate books and standard reporting. This service focuses on budgeting, forecasting, cash flow planning, variance analysis, KPI review, and financial decision support.

If your business is growing and you need help thinking ahead, this is where that support begins.

What’s typically included:

13-week cash flow forecasting
Rolling 12-month forecast
Annual budgeting and reforecasting
Monthly executive financial package
Budget vs. actual review
KPI dashboard development
Pricing and profitability analysis
Working capital and cash flow improvement
Lender-ready reporting support
Decision support for hiring, expansion, equipment, and growth planning

Support Rhythm:

Weekly

Cash flow visibility, urgent financial questions, and support on current decisions.

Monthly

Financial review meeting, KPI dashboard, forecast updates, and executive summary.

Quarterly

Bigger-picture planning around pricing, margins, growth, taxes, and strategic priorities.

What changes when you have CFO-level support:

You stop guessing.
You see cash flow problems earlier.
You understand where margins are slipping.
You make decisions with better financial context.
You gain reporting that helps you run the business, not just close the books.

Best fit for:

Growing businesses that need forward-looking financial guidance without hiring a full-time CFO.

You want more than bookkeeping, but do not need a full-time CFO
Your business is growing and getting harder to manage by instinct alone
You need better forecasting, visibility, and accountability
You want financial insight tied to real business decisions
You are preparing for financing, scaling, restructuring pricing, or improving profitability

Pricing:

Because every business has a different level of complexity, CFO support is customized based on scope, cadence, and reporting needs.

Financial Roadmap

Starting at $2,500. A focused assessment of your financial picture, key issues, and a 90-day action plan.

Core CFO Support

Starting at $3,000/month. For businesses that need monthly financial visibility, planning support, and owner guidance.

Growth CFO Support

Starting at $4,500/month. For businesses needing deeper forecasting, cash flow management, KPI reporting, and more active decision support.

Strategic CFO Support

Custom pricing. For businesses with higher complexity, financing activity, multiple service lines, or fast-moving growth plans.

Not sure what level of support you need?

I’ll help you determine the best fit during our initial conversation.

Book a Fit Call

📁 Controller Support

Build a stronger financial foundation with reliable reporting, cleaner processes, and monthly numbers you can actually trust.

Good financial decisions start with good financial data.

Before forecasting, budgeting, and strategic planning can be useful, the financial foundation has to be solid.

Controller support helps ensure your books are timely, organized, and structured in a way that gives you real visibility into business performance.

This service is ideal for businesses that need more than basic bookkeeping, but are not yet ready for ongoing CFO-level involvement.

Controller support vs. CFO support:

Controller support focuses on financial accuracy, consistency, and reporting structure. Fractional CFO support builds on that foundation with forward-looking planning, forecasting, cash flow strategy, and business decision support.

Some clients begin with controller support and add CFO support later. Others need both from the start.

In simple terms, controller support helps ensure your financials are accurate and well-structured, while CFO support builds on that foundation with forecasting, planning, cash flow strategy, and decision support.

What's Included:

Monthly close support
Bank and credit card reconciliations
Financial statement preparation
Management reporting package
Chart of accounts cleanup and structure
Expense and revenue classification review
Job costing or class tracking setup
Month-end review process
Internal reporting improvement
Coordination with bookkeepers, payroll, and tax support

Support Rhythm:

Review and cleanup

Financial data is reviewed, reconciled, and organized so reporting is accurate and useful.

Reporting package

You receive monthly financial statements and management reporting with a clear view of how the business is performing.

Ongoing improvement

Reporting structure, account setup, and internal financial workflows are improved over time so the business runs more cleanly and efficiently.

What changes when you have Controller-level support:

Your monthly financials become more timely and dependable
Reporting becomes clearer and more useful
Profitability by job, department, or service line becomes easier to track
Tax and future planning become easier because the books are cleaner
Your accounting structure supports growth more effectively

Best fit for:

Businesses that need stronger monthly financial reporting, cleaner close processes, and more dependable financial structure before moving into deeper planning and strategy.

You need better monthly financial reporting
Your books are technically being kept, but the reporting is not helping you lead the business
You want a cleaner close process and stronger accounting structure
You need better visibility before moving into budgeting, forecasting, or strategic planning
You want support beyond bookkeeping, but do not need a full CFO engagement yet