Services
Your accounting team, not a vendor.
One firm covering your numbers from the books up to the boardroom: a hands-on CFO paired with CFO Command software. We scope to what you actually need.
Strategy
Fractional CFO Services
Work with a senior CFO on the CFO Command Advisory rhythm: a one-time CFO Build where we meet with you first, decide which numbers to track, then build your dashboard and deliver your first memo, then an ongoing retainer with a monthly CFO update to your dashboard and quarterly strategy & review calls. Real guidance on a schedule that fits a growing business, without the full-time salary.
- Monthly CFO update to your dashboard
- Quarterly strategy calls
- CFO Command dashboard, updated from your books every month
- Full 13-week forecast, plus 6 and 12 month views
Day-to-day
Accounting & Bookkeeping
The bread and butter. Years of messy books or a brand-new venture, we get your finances reconciled, current, and actually useful, with monthly reporting you'll understand.
- Monthly reconciliation and clean, current books
- Invoicing, accounts payable, and payroll available as add-ons
- Cash flow management and expense tracking
- Monthly reporting you'll actually understand
Advisory
Business Consulting
Not sure how to structure your business (or what 'structure' even means)? We walk you step-by-step through entity setup and systems, and bring advisory judgment to the calls that shape your future: pricing, hiring, spending, and growth.
- Entity-structure and filing-status guidance
- Systems and process setup
- Pricing, hiring, and spending decisions
- Growth planning and industry benchmarks
Service
Client & Third-Party Funds
If your business holds money on someone else's behalf, that money needs its own discipline. It is not regular bookkeeping, and treating it like it is causes real problems. We keep client and third-party accounts reconciled, current, and ready for anyone who asks to see them.
- Monthly three-way reconciliation (bank, control ledger, client ledgers tie out)
- Current client ledgers with clean separation of earned vs. unearned funds
- Prompt, documented transfers (no commingling)
- Records ready for anyone who asks to see them
Build your scope
Build an estimate for the services you need.
Three steps, that's it: build your scope here, book a free call to turn it into a real plan, then we get to work: books, strategy, and a CFO Command dashboard updated from your books. A transparent ballpark based on exactly what your business needs, no surprises and no cookie-cutter packages.
Financial Growth Services
Build Your Estimate
Tell us what your business needs and get a ballpark for monthly support. This is a planning tool, not a quote. We'll confirm real pricing after a quick look at your books.
Your bookkeeping
Prices are for cash-basis books. Accrual-basis bookkeeping is quoted on request.
Add services
This estimate is a planning tool only and is not a binding quote. Actual pricing depends on the real condition and complexity of your books, confirmed after an initial review. Trust accounting is not legal advice or a substitute for your state bar's rules.
Start with a conversation
Tell us what's going on with your business. We'll scope what you need and build from there. No pressure, no pitch.
Book a Free Consultation