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 $1,995/month

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

What's Included:

  • Bookkeeping & monthly financial statements
  • Monthly strategy meeting
  • Custom quarterly tax estimates
  • Cash flow forecasting
  • Annual tax reporting package
  • Unlimited email support

Recommended for solo entrepreneurs or small business teams with annual revenues over $200K, who are seeking tailored support to grow and manage their business more effectively.



II. Premium CFO Service: Starting at $4,995/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 aiming at a 20-30% margin
  • Build a cash reserve of 3 - 6 months of payroll & expenses
  • Tax planning throughout the year
  • Unlimited email support

Recommended for solo entrepreneurs or small business teams with annual revenues over $500K, who are seeking expert financial guidance to help scale their business.