Decision-Driven Accounting

Fractional CFO support for CEOs who need better financial decisions, not just better reports.

We help you understand what is driving profit, cash flow, and capacity so you can make smarter decisions with more confidence.

  • Built for businesses with a solid accounting foundation — whether supported by our team or yours.
Starting at $4,500/mo · Fixed fee · Scoped after Assessment

For owners who are ready for more than a report. We identify the specific drivers behind your revenue, profit, and cash — set targets, and deliver a scorecard and concrete action plan every single month.

3–5
drivers on your monthly scorecard
$2,000+
in proactive tax strategy value
1–3
prioritized CEO-level actions delivered every single month
The gap

You have financial reports. But they’re not answering your questions.

Many business owners receive timely financials and thoughtful commentary from their accounting team. Yet when critical decisions arise — around hiring, pricing, marketing, capacity, or growth — they are still left interpreting the numbers on their own.

The issue is rarely a lack of data. It is a lack of decision-ready insight.

The Financial Clarity System bridges that gap by connecting your financial results to the metrics that drive performance, defining clear targets, and turning each month’s results into practical leadership decisions.

Financial analysis — charts, dashboards, and detailed review
Why it matters

The difference clarity makes.

Without Financial Clarity
✕

Hiring based on gut feel

✕

Revenue growing but cash always tight

✕

Unclear which service lines are actually profitable

✕

Late reaction to taxes or margin erosion

✕

Uncertain what owner pay or distributions are sustainable

With Financial Clarity
✓

Knowing whether the business can support the hire before making it

✓

Understanding why cash is constrained and what changes it

✓

Knowing where margin is strongest across service lines

✓

Spotting tax exposure and margin erosion earlier — not reacting after the fact

✓

Understanding what owner pay and distributions are sustainable, based on real numbers

What you receive every month

A scorecard built around your business drivers.

Not a generic P&L summary. Every month you get a scorecard that tracks the specific drivers behind your revenue, profit, and cash — with a prioritized action plan for the next 30 days.

✓Driver diagnosis specific to your business
✓Green / yellow / red status on every driver
✓1–3 prioritized actions every month
✓Proactive tax strategy integrated year-round
Financial Clarity System™
Monthly Scorecard — Sample
Overall Health
STABLE
● Revenue Drivers
Pricing
Blended rate holding; two clients below floor
AT RISK
Volume / Utilization
Capacity at 87%; trending up
HEALTHY
Customer Concentration
Top client = 31% of revenue
AT RISK
● Profit Drivers
Gross Margin
58.4% vs 62% target — labor driving gap
BROKEN
Overhead Leverage
Fixed costs stable; within targets
HEALTHY
● Cash Drivers
AR Days
Avg 38 days; target is 30
AT RISK
Tax Timing & Planning
Q3 estimate set aside on schedule
HEALTHY
Priority Actions This Month
1
Identify two underpriced clients and prepare repricing rationale for next meeting. 14–30 days
2
Set AR days target and implement weekly follow-up for invoices past 35 days. 30 days
3
Review labor allocation by service line — identify root cause of margin gap. 30–60 days

Sample scorecard — representative of typical monthly deliverable

Who this is for

CEOs who are beyond basic bookkeeping and need an ongoing financial thought partner.

This is for business owners who want ongoing financial leadership — not just accurate books. If you are making decisions about hiring, pricing, growth, or owner pay and doing it without reliable financial guidance, the Financial Clarity System is built for you.

Why it’s different

Not a typical CFO retainer. Not a one-time advisory project. A results engine.

Advisory projects solve a specific question at a specific point in time. Ongoing Fractional CFO support gives you the consistency and accountability of a partner who stays engaged — tracking the same drivers month after month and holding the plan accountable as conditions change.

One-time advisory project
Scoped engagement
Answers a specific question at a single point in time
Recommendations delivered at project close — follow-through is on you
No ongoing tracking of drivers or targets
Re-engage and re-orient whenever the next question comes up
Accountability ends when the project ends
Ongoing Fractional CFO
From $4,500/mo
Same drivers, scorecard, and targets tracked month over month
1–3 prioritized actions delivered every month — with follow-through
A partner who knows your business, not a vendor starting from scratch each time
Proactive tax strategy integrated year-round ($2,000+ value)
Consistent accountability — plan, results, and adjustments in continuous view
Pricing

Fixed fee. Scoped to your business.

Every Financial Clarity System engagement is scoped after the Financial Clarity Assessment. The fee reflects the complexity of your business and what the engagement actually requires.

$4,500+
Per month · Fixed fee · Confirmed before work begins
✓ Driver diagnosis & target-setting
✓ Monthly scorecard & CEO-level action plan
✓ Strategic advisory meetings
✓ Proactive tax strategy year-round — integrated, not reactive ($2,000+ value)
Built on a solid accounting foundation. Monthly accounting may be provided separately where needed.

Optional Enhancements. Expanded KPI tracking, financial modeling, budget development, cash flow forecasting, and scenario planning can be added as structured enhancements. Scope and pricing are confirmed at onboarding based on your goals, complexity, and decision-making needs.

For businesses that need stronger accounting oversight alongside CFO support, see our Fractional Controller Services.

Ready to move beyond reporting?

The Financial Clarity Assessment confirms whether your accounting foundation is ready and what the engagement would look like.

We work with a limited number of CFO clients. Capacity is confirmed at the Assessment.

Book a 15-minute intro call →