Services

Ongoing Engagements

Fractional CFO Leadership

Embedded, part-time financial leadership for businesses not yet ready for a full-time CFO. Includes monthly board/investor reporting, KPI dashboards, cash management, and direct participation in strategic decisions (pricing, hiring, capital allocation).

FP&A & Forecasting

Rolling 13-week cash flow models, annual budgets, and budget-to-actual variance reporting. Built in a format your team can maintain after the engagement ends.

Financial Systems & Process

Evaluation and implementation of accounting, FP&A, and reporting tools (e.g., QuickBooks/NetSuite, budgeting software, BI dashboards), with the workflows and controls to keep them running.

Accounting

We can handle the bookkeeping through complex accounting and put in processes to unlock data for analysis and you for decisions. Journal entries, month-end close, chart of accounts, and operational data integration.

Project-Based Engagements

Capital & Transaction Readiness

Financial models, data rooms, and diligence packages for businesses raising debt or equity, or preparing for a sale. Positions your numbers to withstand outside scrutiny.

Financial Health Assessment

A focused, 2–3 week review of your financial reporting, margins, and cash position, ending in a prioritized action plan.

Indicative Pricing

Straightforward engagement structures

Engagement	Structure	Typical Range
Financial Health Assessment	Fixed-fee, 2–3 weeks	Quoted after scoping call
Fractional CFO Leadership	Monthly retainer, 10–20 hrs/month	Quoted after scoping call
Capital/Transaction Readiness	Fixed-fee project	Quoted after scoping call

Final pricing depends on complexity, entity structure, and monthly transaction volume, set after an initial call.