Cash Flow Forecasting
Why it matters: Cash is the single biggest cause of business failure.
How we help: We build a rolling 13-week forecast so you always know your runway and can plan hires, inventory, and debt confidently.
Fractional CFO
Strategic CFO leadership, on-demand.
Get the financial command of a seasoned CFO without the cost of a full-time hire. We embed with your leadership team to drive cash, margins, and growth.
No pressure. No fluff. Just a 30-minute call with a CPA or senior specialist.
What's included
- 13-week rolling cash forecasts
- Monthly KPI dashboards & variance analysis
- Annual budgets and rolling re-forecasts
- Board, lender, and investor reporting
- Pricing, margin, and unit-economics review
- M&A and capital raise support
Sound Familiar?
If any of this is keeping you up at night, you're not alone.
Most of our clients came to us after running into one of these. The good news? Every one of them is fixable, and faster than you think.
You can't afford a $250K full-time CFO, but you've outgrown the bookkeeper.
You have no idea what your runway is right now.
Your monthly close is late and useless when it finally lands.
Investors or lenders are asking for forecasts and KPI dashboards.
You're scaling and your pricing, margins, and unit economics need pressure-testing.
Big decisions, hires, debt, raises, expansion, are happening blind.
A fractional CFO costs a fraction of a full-time hire, and pays for itself the first quarter through better cash, better margins, and decisions you can actually defend.
Fix This TodayFrom 13-week cash forecasts to investor-ready reporting, we translate your numbers into decisions, so you always know where the business is heading and what to do next.
Every engagement begins by listening. We learn your goals, your numbers, and your constraints, then build a plan that actually fits, and we own the outcome.
Inside this service
Specialized solutions, end to end.
Each one is a real engagement we run every week. Click any to talk to a CPA or senior specialist about your situation.
KPI Dashboards
Why it matters: You can't manage what you don't measure.
How we help: Custom dashboards turn your accounting data into the 5, 10 numbers that actually drive your business.
Budgeting & Forecasting
Why it matters: A budget is a plan; a re-forecast is the truth.
How we help: We build annual budgets and roll them forward each quarter against actuals.
Board & Investor Reporting
Why it matters: Stakeholders want clarity, not raw P&Ls.
How we help: Polished monthly packages with commentary, KPIs, and outlook your board can act on.
Strategic Finance
Why it matters: Pricing, margins, and unit economics drive enterprise value.
How we help: We pressure-test your model and find the levers that move EBITDA the fastest.
M&A and Capital Support
Why it matters: Transactions are won or lost in the diligence.
How we help: Quality of earnings, deal models, and capital structure guidance from CPAs who've sat on both sides of the table.
Ready when you are
Stop wondering "what if", let's talk about fractional cfo.
One call. One partner. One clear plan tailored to your numbers. No commitment, no sales pitch, just a real CPA or senior specialist giving you real answers.
- Speak directly with a CPA or senior specialist
- Walk away with at least one actionable insight
- Zero cost, zero obligation
Stop Losing Money to Bad Advice
Every month you wait is money the IRS keeps.
Most business owners overpay tax, run on stale numbers, and only call a CPA when something breaks. There's a better way, and it starts with one 30-minute call.
45+ years combined experience Reply within 1 business day Partner-led, every time