A senior financial executive engaged on a part-time or project basis rather than as a full-time hire.
A fractional CFO provides the same strategic financial leadership as a full-time Chief Financial Officer — driver analysis, decision support, cash flow oversight, scenario planning, and proactive tax strategy — but structured as an ongoing engagement rather than a salary. For most growing businesses, a fractional CFO costs significantly less than a full-time hire while delivering the financial visibility needed to make confident decisions.
At Enlightened Order, fractional CFO services are built around a monthly scorecard and action plan, not just reporting. Every engagement includes proactive tax strategy integrated year-round.
A controller-level professional engaged on a part-time basis to manage the financial close and oversee accounting work.
A fractional controller fills the gap between basic bookkeeping and full CFO-level strategy. Their primary responsibility is ensuring that the numbers are reliable — managing the monthly close process, reviewing the work of internal bookkeepers or accounting staff, and formally standing behind the accuracy of financial statements.
Businesses typically need a fractional controller when they have grown beyond what a bookkeeper can handle independently, but aren't ready for a full-time controller. This is especially common when internal staff exists but lacks oversight, or when the business is preparing for a lender review, investor due diligence, or potential sale.
A structured review of your books and business situation conducted before recommending any service or fee.
The Financial Clarity Assessment is the starting point for every Enlightened Order engagement. Rather than quoting a price before understanding your situation, we review your current books, accounting setup, and business context first — then recommend the right service structure and fixed monthly fee.
The assessment typically involves an initial conversation, a review of your financials, and a written recommendation. It is not a sales call — it is a diagnostic.
An engagement model where services are billed at a set monthly fee rather than by the hour.
Fixed-fee accounting eliminates the uncertainty of hourly billing. You know exactly what you will pay each month, and your accounting team has no incentive to limit communication or rush through work to manage time.
At Enlightened Order, 100% of engagements are fixed-fee. Pricing is scoped after a Financial Clarity Assessment and reflects your actual situation — transaction volume, complexity, and the level of service you need. There are no surprise invoices, no hourly overages, and no ambiguity about what is included.
The process of reconciling all accounts and producing accurate financial statements at the end of each month.
The monthly close is the core deliverable of any accounting relationship. It involves reconciling bank accounts and credit cards, recording all transactions, reviewing for errors or misclassifications, and producing final financial statements — typically a Profit & Loss and Balance Sheet.
A clean, timely close matters because decisions made on inaccurate or delayed financials are made on bad information. At Enlightened Order, Core tier clients receive financials within 15 days of month-end; Concierge tier clients receive them within 7 days.
A plain-language narrative delivered alongside financial statements that explains what the numbers mean.
Most accounting firms deliver financial statements and stop there. A Monthly Financial Insights Report goes further — it explains what happened during the month, what changed compared to prior periods, and what to watch going forward.
This is a standard deliverable in every Enlightened Order Core and Concierge engagement. The goal is that you should be able to read the report and understand the financial performance of your business without needing a CPA to translate it.
The identification of the specific financial and operational factors most responsible for a business's revenue, profit, and cash position.
Driver diagnosis is the analytical foundation of the Enlightened Order Fractional CFO engagement. Before setting targets or building a scorecard, we identify which metrics actually drive your business — whether that is utilization, average project value, headcount relative to revenue, client concentration, or another factor specific to your model.
Once drivers are identified and targets are set, the monthly scorecard tracks performance against those targets and flags where the business is healthy, at risk, or broken.
Every engagement starts with a Financial Clarity Assessment. We review your situation and recommend the right structure before any work begins.
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