Specialized financial leadership for small and medium sized firms
We offer two distinct services designed to meet your business where it is. Whether you need a one-time financial audit or ongoing CFO support, we provide strategic expertise tailored to your unique needs.
One-Time Engagement
A comprehensive 30-day evaluation of your financial operations, delivering a detailed roadmap for improvement. Perfect for businesses seeking expert analysis and actionable recommendations without ongoing commitment.
We start by gathering all relevant financial documents, meeting with your team, and understanding your business operations, goals, and pain points.
Our team conducts a thorough review of your books, accounting procedures, internal controls, and financial reporting processes to identify strengths, weaknesses, and opportunities.
We deliver a comprehensive written report with prioritized recommendations, implementation roadmap, and an in-person presentation to discuss findings and next steps.
Payment due at the completion of the 30-day assessment. Your investment includes the full audit, comprehensive report, and presentation of findings.
Ongoing Partnership
Continuous strategic financial leadership for your business. We act as your part-time CFO, providing expert guidance, financial management, and strategic planning to drive growth and maintain operational excellence.
Streamline your financial processes using your existing tools or implement QuickBooks for seamless operations.
Strategic oversight of company cash flow, ensuring optimal liquidity and financial stability.
Expert guidance on employee benefits programs that attract and retain top talent.
Regular financial reports with actionable insights to drive informed business decisions.
Strategic planning and financial modeling to support sustainable business expansion.
Seamless integration with your existing accounting professionals for comprehensive support.
Flexible monthly engagement tailored to your business needs. Pricing scales based on the complexity of your operations and the level of support required.
A fractional CFO is an experienced Chief Financial Officer who works with your business on a part-time or contract basis. You get senior-level financial leadership and strategic guidance without the cost of a full-time executive hire.
Our 30-day Financial Audit & Assessment includes a comprehensive audit of your books and records, review of accounting procedures and internal controls, gap analysis, and a detailed written report with actionable recommendations. Starting at $2,500.
Our ongoing Fractional CFO services start at $3,000 per month. Pricing scales based on the complexity of your operations and the level of support required. All pricing is subject to a written engagement agreement.
Yes. If you choose to engage us for ongoing Fractional CFO services following the audit, your audit fee is applied as a credit toward your first month of service.
We specialize in small and medium-sized firms across a range of industries including RIAs, SaaS companies, startups, non-profits, and financial services firms — businesses that need strategic financial leadership without a full-time CFO.
Whether you're looking for a one-time financial audit or ongoing CFO support, we're here to help. Schedule a consultation to discuss which service best fits your needs.
Schedule a Consultation* Pricing reflects approximate starting rates and may vary based on the scope and complexity of your business's financial needs. All pricing is subject to a written engagement agreement and is available to negotiation. Rates may settle below the above amounts.