Affordable CFO Services for Your Business

Our CFO Services are tailored for sole proprietors and small business owners seeking proven financial strategies to ensure steady paychecks, timely tax payments, and a clear retirement plan. Through our partnership, we eliminate QuickBooks hassles, tax surprises, and financial uncertainty, helping you establish processes for stability and growth.

How We Collaborate:

  • Monthly meetings to plan revenue and expenses, empowering you to make informed decisions.
  • Beyond bookkeeping, tax savings, and cash flow management, we focus on structuring profits to help you achieve your personal and professional goals.

We handle everything—asset protection, profitability management, accurate bookkeeping, and financial oversight—so you can focus on growing your business.

While every business can benefit from a CFO or controller, many small business owners assume it’s too costly. If you’ve been struggling to manage finances on your own, outsourcing CFO services is a budget-friendly solution.

Experienced, Reliable, and Here to Help

With our fractional CFO services, you’ll gain a dedicated financial expert to guide critical decisions and drive sustainable growth. Together, we’ll provide clarity on your financial health, backed by accurate data—no more guesswork about loans or cash flow challenges. Let’s secure your business’s future.


Monthly Packages

I. Mini CFO Service: Starting at $1,100/month

A service tier designed to provide you with a clear and transparent financial outlook for your business's future, owner compensation, and retirement planning. Each month, you'll gain the confidence of knowing your business's trajectory and financial health.

What's Included:

  • Bookkeeping & Monthly Financial Statements: Keep your finances organized and up-to-date.
  • Annual Tax Reporting Package: Simplify your tax filing process.
  • Quarterly Strategy Sessions: Regular check-ins to align on goals and progress.
  • Cash Flow Projections: Plan ahead with accurate financial forecasts.
  • Customized Quarterly Tax Estimates: Stay prepared and avoid surprises.

Ideal For: solo entrepreneurs or small team business owners generating between $200k - $1M in annual revenue.


II. Premium CFO Service: Starting at $1,500/month

A tailored service tier designed to fuel growth for your IT, marketing, HR, or PR firm. We collaborate closely with you and your leadership team to ensure every decision is strategic and well-informed.

What's Included:

  • Everything in Mini CFO
  • Cash Flow Forecasting: Aimed at helping businesses achieve a 20-30% profit margin.
  • Cash Reserve Building: Establish a reserve covering 3-6 months of payroll and operating expenses.
  • Year-Round Tax Planning: Proactive strategies to optimize your tax position.

Ideal For: solo entrepreneurs or small team business owners with annual revenues between $300k - $3M seeking financial expertise to scale their business.