Do you replace our CPA?
No. We work alongside your own CPA or tax preparer and keep your books in good shape so they have clean records.
How it works
A clear starting point. A regular financial review.
Start with a conversation about your business. From there, we agree on the work needed to get useful books and keep reviewing them.
Four steps to a working financial routine
Free cash flow review
A no-obligation conversation about your cash and jobs. Bring the questions you have about payment timing, job costs, or your books.
We recommend a scope
We recommend the support that fits your business, not a menu. We discuss priorities, responsibilities, and the work to include. Pricing depends on the size and needs of the business. Contact us for a plan.
Onboarding
We arrange secure access to QuickBooks Online, review opening balances, and identify cleanup if needed. We agree on the records to gather and who provides them.
Monthly close and review
We reconcile the books, prepare reports, and meet to go through them. We discuss what changed, what needs attention, and what the numbers mean for upcoming decisions.
Questions before you start
We're months behind. Is that a problem?
No, cleanup and catch-up is part of getting started.
What does it cost?
Pricing depends on the size and needs of your business. Contact us for a plan.
What software do you work in?
QuickBooks Online.
Is a fractional CFO right for us?
It fits businesses over $3M a year that need to know where their money goes but cannot staff a full-time CFO.
Start with your cash and job questions.
Tell us where you need a clearer picture. The free review is a conversation with no obligation to continue.
Book a free review