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- Fractional CFO support (monthly or quarterly)
- Strategic project consulting
- Bookkeeping clean-up for transactions
A CFO helps with financial strategy, forecasting, pricing, and growth planning. Clients have seen over 248% profit growth in 6–12 months.
If you're scaling, planning to sell, or not getting strategic support from your current financial team, it’s time.
- Monthly plans: two calls/month plus planning time
- Quarterly plans: quarterly meetings plus email support
We do not provide ongoing bookkeeping or tax prep, but we do strategic advisory and offer clean-up before/after transactions. We coordinate with your CPA or bookkeeper.
Yes. We review reports, train you on oversight, and take over this task in ongoing CFO engagements.
Flat fee via auto-debit. Projects are paid up front; larger projects may qualify for 50/50 split billing.

It's a financial, legal, and operational review before buying/selling a business. We handle the financial side—no legal review.
We assess key financials (P&L, cash flow, KPIs), flag risks, and walk you through findings in a 1:1 call tailored to your goals.
Yes—through forecasting, pricing strategy, and negotiation support. We help both buyers and sellers.
- Profit & Loss statements
- Balance Sheets
- Cash Flow reports
- Tax returns & contracts
👉 Read our due diligence blog
Yes. We help stabilize cash, reset strategy, and align financial systems post-close.
Absolutely. From 2–5 years out to weeks before listing, we help clean up, package, and position your business for maximum value.