Can I rely on the numbers? Fundamental Accounting Typical investment $1,000–$3,000/month Limited-scope engagements start at $600/month. The right starting point when the business needs reliable books more than ongoing analysis. Your team Accountant For owners who want clean books, monthly reports that arrive on time, and someone else handling the close. What changes for you You can rely on the monthly books. The accounts included in your scope are reconciled, transactions are categorized, and open questions move through a defined close process before reports are delivered. Month-end stops being a question mark. Your P&L and Balance Sheet arrive on schedule each month, with a plain-English Financial Insights Report highlighting notable changes and items that need your attention. Issues are surfaced instead of left buried. When the close reveals an unusual transaction, unresolved balance, or meaningful change in the financials, we flag it so it can be addressed. Deeper profitability, margin, and operational analysis belongs in the Strategic tier. You’re out of the day-to-day bookkeeping. The accountant runs the close. Your time goes back to running the business instead of reconciling reports and chasing transactions. What's included Cash-basis accounting Transaction categorization Reconciliation of core balance-sheet accounts, including cash, bank, credit card, and loan accounts Year-end adjustments, including book-to-tax reconciliation Monthly standard financial reports (P&L and Balance Sheet) Monthly Financial Insights Report Quarterly meetings Available enhancements Monthly meetings Payroll processing Accounts payable Accounts receivable Sales tax reporting Receipt management
Most Popular What do the numbers mean? Strategic Accounting and Advisory Typical investment $3,500–$5,000/month Limited-scope engagements start at $2,000/month. Your team Controller + Accountant For owners whose financials need deeper insight, controller oversight, and analysis that turns reports into decisions. Includes everything in Fundamental, plus the strategic layer below. What changes for you The close no longer ends with the person who prepared it. A controller reviews the completed close, financial statements, reconciliations, and significant adjustments before delivery. You receive financials that have moved through a comprehensive internal review process. The reporting begins to reflect how the business actually operates. Depending on your needs and the data available, specialty reporting may include service-line, location, department, payor, utilization, work-in-progress, or multi-entity views. The financials are prepared with outside audiences in mind. Full accrual accounting, comprehensive balance-sheet reconciliations, controller-level review, and attention to reporting consistency help you respond more confidently when a lender, board member, tax advisor, auditor, or prospective buyer asks questions. Cash needs and performance gaps become visible earlier. The 13-week cash forecast and monthly budget-to-actual reporting help you see upcoming pressure, understand where results are departing from plan, and address problems before they become urgent. Senior review no longer falls to you. Checking accruals, scanning for inconsistencies, deciding whether the numbers are ready to leave the building — that work moves off your desk and onto someone who does it for a living. What's added Cash basis, modified accrual, and full accrual accounting available Reconciliation of all material balance-sheet accounts within scope, including accounts receivable, accounts payable, inventory, fixed assets, payroll liabilities, and intercompany accounts Controller review of the monthly close and financial statements 13-week cash flow forecast Annual budget/refresh with monthly budget-to-actual reporting Specialty reporting package Multi-entity consolidation available Monthly meetings Annual review of key financial controls within scope, with recommendations Available enhancements Weekly or semimonthly meetings Payroll processing Accounts payable Accounts receivable Sales tax reporting Receipt management
What should we do next? Transformative Business Strategies Typical investment $7,500–$10,000/month Engagements start at $5,000/month. Transformative engagements are accepted on a limited basis. We work with a small number of Fractional CFO clients at a time so each engagement receives the focused attention it requires. Your team Fractional CFO leadership, Controller oversight, and accounting support, scoped to the engagement. For founders and CEOs facing consequential decisions around cash, profitability, hiring, pricing, expansion, financing, or a potential capital event—and who need financial leadership without hiring a full-time CFO. Includes everything in Fundamental and Strategic, plus the CFO advisory layer below. What changes for you You know which financial priorities deserve attention now. Cash pressure, profitability, debt, pricing, capacity, and operations are often connected. We assess the financial health of the business, identify the one to three priorities with the greatest potential impact, and determine what is driving them. The priorities become a concrete financial plan. We translate each agreed priority into financial targets, specific actions, responsible owners, and 30/60/90-day milestones. Instead of receiving a long list of general recommendations, you have a focused plan for the issues that matter most now. Forecasts and reporting become active decision tools. The budget, cash forecast, scorecard, and management reports established through the Strategic tier are used to evaluate tradeoffs before you commit resources. When assumptions or conditions change, we update the analysis and help you understand what the change means for the decisions in front of you. You can see whether the plan is working. We compare actual results with the agreed targets, monitor the operational and financial drivers behind the results, and adjust the next actions as new information emerges. Progress, constraints, and decisions requiring attention remain visible. You gain a financial partner for high-stakes decisions. Your Fractional CFO works alongside you on the financial dimensions of decisions such as hiring, pricing, expansion, financing, owner compensation, capital investment, or a potential transaction. Scenario modeling and strategic analysis happen before the decision—not in a report delivered after the fact. You are better prepared for external financial conversations. When included in the engagement, we develop the reporting and financial analysis needed for conversations with lenders, boards, investors, or transaction advisors and can participate alongside you. What's added Initial financial-health and strategic-priority assessment Root-cause analysis of the agreed financial priorities One to three prioritized financial objectives Financial targets and 30/60/90-day action plan Strategic scorecard tracking the business drivers connected to the priorities Monthly target-to-actual and progress review Decision and scenario modeling Active cash, liquidity, and working-capital planning Decision-driven forecast updates and reforecasts Profitability, pricing, cost, labor, and capacity analysis as applicable Strategic financial guidance tied to the agreed priorities Quarterly 90-day outcome review and priority reset Board, lender, investor, or transaction-support reporting when included Semimonthly meetings Available enhancements Weekly meetings Additional decision or scenario modeling Board, lender, investor, or transaction-meeting participation beyond the included scope Payroll processing Accounts payable Accounts receivable Sales tax reporting Receipt management