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Fractional CFO Services to accelerate growth

Accelerate your business with forecasting & planning, management reporting, custom budgets, and result-driven financial strategies. 
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Human ideas and technology insights.
See what's possible.

Cash Flow Management

Your money, your moves. Cash flow is the center stage of your business. We help business owners make cash flow smoother and more predictable, manage and acquire debt, plan for expansion, and much more. 

Pricing & Profitability

Understanding your margins can give business owners the tools to drive business growth. We work with business owners to help identify and leverage historical data to implement a successful pricing strategy.  

Forecasting & Budgeting

Our monthly fractional CFO services offer great value in unlocking business insights and making data-driven decisions. We help business owners review financial health, create budgets, and report on actuals vs. forecasts. 

Capital Raising & Investor Relations

Raise capital with confidence. We provide capital-raising services for small businesses ready to take their business to the next level, including GAAP financial statements, shareholder ownership, investor reporting, and much more. 

Add fractional CFO services to any of our plans

Add ongoing CFO support, and a dedicated team based on your needs
We embrace technology and human expertise to help you create budgets and planning, strategy and reporting, board reporting and representation, cash flow management, capital raising, and more. 
- Financial Statement Review
- Budgeting and Analysis
- Cost of Goods / Inventory 
- Employee & Payroll Expenses

- Cap Table & Investor Relations
- Pricing & Profitability 
Starts at 3 hours /month

What our customers say

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Roberto Herrera 
Cell Line Genetics (Pharma)

"By all means, a QB expert. He tackled some data inconsistencies and corruption problems that were preventing us from migrating to a cloud solution. He also did this over the weekend to not interfere with our work. Knows both the technology and accounting side, which is rare to find. Definitely recommend."  

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