Fractional CFO Services

Our fractional CFO work is focused on financial control and decision support, not investment advice.

We help owners understand:

• Where money is actually going
• Whether the business is profitable in reality, not just on paper
• What decisions improve cash flow, stability, and scalability

Typical scope:

• Cash flow tracking and forecasting
• Budgeting and variance analysis
• Financial reporting for owners
• Capital planning and scenario analysis

This service is for operators who need clarity and discipline, not fluff dashboards.

Bookkeeping & Accounting Operations

This is the core financial engine. Everything here is designed to produce clean numbers, accurate filings, and defensible answers to one question: Do you actually understand your business?

We do not separate bookkeeping, payroll, taxes, and valuation into silos because they break when handled independently.

This combined scope includes:

• Monthly bookkeeping and reconciliations
• Chart of accounts setup, cleanup, and maintenance
• Payroll setup and ongoing payroll processing
• Business and individual tax preparation (where applicable)
• Year-round tax coordination tied directly to the books
• Valuation and financial modeling to answer “What is this business or property worth?”

All reporting is built from the same underlying data. No mismatches. No surprises at tax time. No guessing when making decisions.

The output is clean, consistent financials that hold up under scrutiny and can be used for operations, planning, and exit considerations.