Budgeting, forecasting, cash flow, and a monthly narrative of what the numbers mean — so decisions get made on evidence instead of instinct.
Growing businesses hit a stage where the bookkeeper can't answer the questions that matter: Can we afford this hire? Why is profit up but cash down? What will the bank want to see? A fractional CFO engagement gives you those answers on a monthly cadence — from a CPA with corporate strategy and finance experience at enterprise scale.
Budgeting & forecasting. An annual operating budget you'll actually use, a rolling cash-flow forecast, and scenario models for the decisions on your desk — the hire, the lease, the price increase, the acquisition.
Management reporting. A monthly package: financials, KPIs against plan, and a one-page narrative of what changed and what to do about it.
Cash flow management. Thirteen-week cash forecasting when things are tight; deployment strategy when they aren't.
Banking & lender support. Loan packages, covenant tracking, and financials that hold up when the bank asks questions.
CFO work is only as good as the numbers under it, which is why engagements pair with monthly bookkeeping — one firm, one set of numbers, strategy and records in the same hands.
Tell us about the business and the decisions ahead — we'll scope an engagement that fits.