Who We Serve
We work with growing companies ($1M–$25M+) that need strategic financial leadership, better cash visibility, and proactive risk management — without the cost of a full-time CFO.
Our Service Packages
CFO ESSENTIAL PACKAGE
3-year Financial Diagnostic
Annual Operating Budget
Bank Covenant Tracking
Quarterly Financial Statement Reviews
Quarterly Profitability Analysis
Quarterly Operational & Financial KPI Review
Monthly Check-in Calls
Unlimited Email Support
*Starting at $2,800 / month
CFO PLUS PACKAGE
3-year Financial Diagnostic
Annual Operating Budget
Bank Covenant Tracking
Monthly Financial Statement Reviews
Monthly Profitability Analysis
Monthly Operational & Financial KPI Review
Bi-weekly Check-in Calls
Vendor Negotiations & Financing Support
Cost Restructuring / Break-Even Reduction
Unlimited Email Support
*Starting at $5,500 / month
CFO STRATEGIC PACKAGE
3-year Financial Diagnostic
Annual Operating Budget
Bank Covenant Tracking
Monthly Financial Statement Reviews
Monthly Profitability Analysis
Monthly Operational & Financial KPI Review
Bi-weekly Check-in Calls
Vendor Negotiations & Financing Support
Cost Restructuring / Break-Even Reduction
M&A & Turnaround Support
Finance Team Leadership
Unlimited Email Support
*Starting at $13,500 / month
Fractional CFO - Core Services
Proactive Cash Flow Visibility
As they say, ‘Cash is King’. Having a good understanding of your cash flow will make all other parts of your business easier. Knowing whether your financing is adequate, whether you can afford capital additions or adding to your team are all benefits of an accurate cash flow.
KPI Systems That Drive Decisions
Good decisions come from good data. We work with you to ensure that you have the right information and create KPIs to monitor performance on a weekly basis. Doing this helps keep the entire company moving the same direction.
Monthly Performance & Strategy Reviews
Every month, we sit with you and your team to review monthly and year-to-date results. We identify key risks and opportunities that drive improvement and work with the management team on how their decisions impact results.
Forecasts & Budgets That Guide Growth
An accurate forecast includes an in-depth understanding of the company’s past performance, growth rate and market conditions. Once a forecast is completed, a budget is created to create clear expectations for the executive team.
Financial Roadmaps for Long-Term Value
The path to increased profitability starts with a deep understanding of your personal and business goals. From their we develop a plan to improve margins and achieve those goals over 1, 3, and 5 year timelines.
Fractional CFO - Value Added Services
Capital & Financing Support
Whether obtaining financing from a bank or private lender, we can provide support through providing projections, cash flow statements that support repayment plans.
Debt Strategy & Cost Reduction Plans
We start with tracking bank covenants and monitor performance. From there we create a plan to pay down loans and reduce interest costs.
Insights & Decision Analysis (on demand)
This could be a simple as a cost/benefit analysis on a new position or as in-depth as an analysis on a potential acquisition. Either way we will provide a financial analysis and recommendation.
M&A and Exit Planning Support
Whether you are actively working towards an acquisition or it comes up naturally, we understand that there is a lot to consider. We provide guidance on purchase price, assist with negotiations and help with the transition.
Streamlined Finance Operations
We understand that a lot goes into your accounting and finance system. We can help streamline processes and procedures to ensure that your data is accurate and easily accessible.
Why Us?
Direct Access
Since we are a small company, you have direct access to your CFO. You won’t get passed off to another person to complete your work. I provide you with my direct phone number and email address so that you can text, call or email me directly.
Experience
Our team has a proven track record of success with providing financial expertise to a wide range of clients including providing CFO services to clients in the home construction, manufacturing, importing and transportation industries.