If you are a small business owner; finances can be STRESSFUL
We take the stress away through fractional CFO services so you can rest easy knowing your business finances are taken care of.
How it works
Step 1: Call us for a consultation
We structure our services based on the needs of your business. Every client starts with an introductory call where we see if we are a fit for each other.
Step 2: Accounting Services
The foundation for every healthy business is their accounting and bookkeeping. If you are in need of a bookkeeper we have an in house team that can provide those services. If you have your own bookkeeper we are happy to work with your current staff. Our services include, bookkeeping, payroll taxes, tax strategy and coordination with your CPA.
Step 3: Strategy & Planning
After we have established your reliable and accurate accounting we start looking to the future of your business. We provide future year budgeting, sales forecasts, cash balance forecasts, and monthly Key Performance Indicators (KPIs). All of which help you plan and strategize on where your business should go.
Step 4: Business Optimization
Lastly, after we have established solid accounting, a plan and strategy for growth we look at how we can improve on your current finances. Since inception we have saved our clients on average $10,000 annually through our recommendations.
Our Clients
