Tax Planning & Returns
Personal and business returns filed on time, with year-round planning that keeps more of what you earn.
$450 Learn more
Service
Fractional CFO
A senior finance partner, two days a month
Overview
Growing companies need CFO-level thinking long before they can justify a full-time hire. Our fractional CFOs build your forecast, set up reporting, prepare you for investors and lenders, and sit in on the decisions that matter.
Each CFO works with no more than six companies at a time, so you get real attention, not a template.
Highlights
Forecasting
Three-statement models and cash-flow scenarios.
Board reporting
Monthly packs your board will actually read.
Fundraising
Data rooms, lender packs and investor Q&A.
Pricing & margins
Unit economics and pricing reviews.
What’s included
- 13-week cash-flow forecast
- Annual budget and rolling forecast
- KPI dashboard
- Monthly board pack
- Investor and lender support
- Finance team hiring help
Common questions
Bookkeeping records what happened. A CFO helps you decide what should happen next.
Yes, in person or by video, as often as you need.
Three months, then rolling monthly.
Client reviews
What clients say
More services