OUR SERVICES

Financial services designed for real businesses

Whether you need clean books, strategic insights, or ongoing CFO support, we meet you where you are and help you get where you want to go.

OUR SERVICES

Financial services designed for real businesses

Whether you need clean books, strategic insights, or ongoing CFO support, we meet you where you are and help you get where you want to go.

Book Free Clarity Call

Clean books without the DIY stress

Bookkeeping Services

What's Included:

Starting at $300/month

Monthly bookkeeping
Cleanups & catchups
AP/AR, payroll, sales tax, inventory

Starting at $300/month

Strategic financial leadership without the full-time cost

Fractional CFO Services

Phase 1: Build (Starts at $2,000–$9,000)

6-call strategic process
Custom dashboard + forecast + CEO summary

Phase 2: Maintain vs. Mentor

Side-by-side comparison table
Interactive pricing calculator (optional)

Phase 1: Build (Starts at $2,000–$9,000)

Kickoff & Discovery (Week 1)
Review your business model, revenue streams, and growth goals. Map out all financial, marketing, and operational systems to define what success looks like for your custom dashboard.

Audit & Mock Dashboard (Week 4)
Deliver an Audit Report with 12-month trends across financials, marketing, and operations to show how the business is performing today. Clean and align your data, define your KPIs, and share a visual dashboard prototype for feedback.

Business Forecast (Week 6)
Build forward-looking revenue plans, create cash flow projections based on real assumptions, and develop a working budget aligned with your growth strategy.

CEO Financials & Marketing (Week 8)
Clarify how much you can (and should) pay yourself. Define your profitability strategy and integrate marketing KPIs like CAC, ROI, and LTV. Create a CEO summary view for fast, informed decision-making.

Dashboard Review (Week 10)
Second / review of your dashboard based on live feedback. Finalize your decision system and choose your next step: Maintain or Mentor

Optimization & Final Review (Week 12)
Final walkthrough of your dashboard and financial summary. Identify opportunities for strategic improvement, train your team if needed, and finalize your support path.

Every dashboard is built to drive decisions, not just display data.
We balance clarity with depth—delivering both top-level KPIs and detailed insights—through a collaborative, co-building process that puts you in control of your numbers.

Maintain Package: Keep Your Dashboard Relevant

Starts at $500/month

💡 For business owners who want their dashboard running smoothly without worrying about the tech side of things. We handle the maintenance, monitor your numbers, and make sure nothing important falls through the cracks—so you can focus on running your business.

✅ What's Included (in plain English):

🔄 Monthly Dashboard Maintenance
We keep your dashboard alive and accurate—fixing any broken links, syncing new data, and making sure the formulas work properly. You'll never have to wonder, "Why is this chart not updating?"

📊 Monthly Report + Video Walkthrough
Each month, we'll send you a topline and bottomline summary of how your business is doing across finances, marketing, and operations—with simple insights on what changed. We explain it all in a quick video (Loom) so you don't have to dig into the data unless you want to.

📞 Monthly Insights Call (30 minutes)
We'll meet for a short call to walk you through your key numbers, highlight any red or yellow flags (like a cash dip or overdue invoices), and make sure you're staying ahead of problems—not reacting to them.

📬 Email or Slack Support
Got questions about your numbers? We're here. Message us anytime, and we'll respond within 24–48 hours with answers you can actually understand and use.

🧠 How This Helps You as a Business Owner:

You don't have to be a spreadsheet wizard or tech-savvy to keep your dashboard running.
You get peace of mind knowing someone is watching your numbers regularly.
You stay informed without being overwhelmed.
You can catch potential issues early—before they become expensive problems.
You save time, reduce stress, and make better decisions with clean, current data.

Mentor Package: Your Fractional CFO Partner

Starts at $1,500/month

You’re growing fast. Money is coming in. But now the decisions are getting bigger—and riskier. This package gives you more than just clean numbers. You get a financial partner—a strategic guide to help navigate growth, optimize performance, and prepare for what's next.

Includes Everything in the Maintain Package:

We keep your dashboard working and updated
You get a monthly video + topline report explaining your numbers
Premium Support Access via email or slack

Strategic Financial Deep Dives

We sit down and look at the money behind your big decisions:

Which offers or services make you the most profit?
What happens if you hire a contractor vs. employee?
Can you afford that new lease, team hire, or product line?
How much does it actually cost to acquire a customer—and is it worth it?

You stop guessing and start making confident, data-backed decisions.

Enhanced Strategy Calls

One call focuses on your finances (profit margins, cash flow, etc.)
The other aligns your business goals with your numbers—like:

Are you pricing your offers right?
Can you ramp up ad spend safely?
Is your launch plan financially solid?

You’ll always know if your business decisions are financially sound.

Advanced Forecasting

We build a forward-looking plan that shows you where your business is headed in 3, 6, or 12 months.

You’ll know:

What revenue you’re likely to bring in
What you can afford to spend
How to plan around slow months or high-cost periods

You can finally stop guessing if you’ll “be okay next quarter.”

KPI Tracking & Accountability

You tell us what goals matter most—profit, sales, retention—and we’ll track them with you.
You get a scorecard (inside your dashboard or separately) that makes it easy to see if you’re winning or need to course-correct.

You’ll know:

No more "set it and forget it" goals—this keeps you focused and accountable.

Quarterly Business Review

Every quarter, we zoom out and look at the big picture:

What’s working? What’s not?
Where are you losing money—or leaving it on the table?
What changes should you make next quarter?

We translate your numbers into clear next steps—no spreadsheets required.

Real-Life Parallel: This is the Fractional CFO experience startups and service providers crave when scaling or entering a new phase—revenue is flowing but they need guidance on next strategic moves.