Services: Pick the Level of Help You Need
Most owners don't need a full-time CFO. They need the right amount of help for where the business is right now. Start with clean books, add CFO-level planning when you're ready, or bring in someone to run finance outright. Every engagement is scoped to your business and priced up front.
Ways to Work Together
Monthly Finance Services
Pick the level that matches where your business is today. Each one builds on the one before it.
Bookkeeping & Reporting
For owners who don't fully trust what QuickBooks is telling them. Your books closed and reconciled every month, financial statements on a set schedule, and a one-page report on what changed and what to do about it.
Part-Time CFO
For profitable businesses that are always tight on cash, growing fast, or getting ready to borrow or sell. A 13-week cash forecast, margins by product line, KPIs built around your operation, and a monthly strategy review.
Interim / Full CFO
For PE-backed companies between CFOs, turnarounds, sale preparation, or a finance team that needs a leader now. I run the finance function, not just advise it.
Project Services
One-time work with a clear finish line. Each is scoped and quoted up front.
Buying a Business
Before you sign, get the numbers checked: a quality of earnings review, a lender-ready business plan, and help pitching the bank.
AI Accounting
Automate your month-end close and everyday transaction work with AI, with controls built in, so your books close in days and cost less to keep.
Not sure which fits? Book a free call and I'll tell you honestly, even if the answer is that you don't need me yet.
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