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
Get a senior CFO in your corner on the CFO Command Advisory rhythm — a one-time CFO Build where we meet with you, build your dashboard, define your KPIs and benchmarks, and deliver your first memo, then an ongoing retainer with a monthly email check-in, monthly dashboard update, and a quarterly live review call. Real guidance on a schedule that fits a growing business, without the full-time salary.
- Quarterly strategy & review calls
- Monthly check-ins (call or async)
- Live, updated CFO Command dashboard for your business
- 13-week cash forecast on every cycle
- KPI & benchmark review vs. your industry
- Email access between calls
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 support
- 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 — 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 live CFO Command dashboards. 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
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