Finance leadership, sized to the business.
Every engagement is scoped to what you need — a standing monthly role, a defined project, or a short cleanup. Here's the full menu.
Fractional CFO
Strategic financial leadership on a part-time basis: 13-week cash-flow forecasting, annual budgets and quarterly re-forecasts, pricing and margin analysis, and representing the company with your bank, bonding agent, and CPA.
Controller Services
Ownership of the accounting function: a documented month-end close, balance-sheet reconciliations, accrual accounting done right, and financial statements delivered by a date you can plan around.
Cleanup & Catch-Up
Bringing neglected books current — reconciling bank and credit-card accounts, correcting miscoded entries, fixing AR/AP, and getting you to a clean year-end for taxes or a loan package.
Reporting & KPIs
A short monthly package built around the five or six numbers that actually drive your business — gross margin by line, backlog, days-sales-outstanding, labor burden, break-even — with plain-English commentary.
Job & Project Costing
For contractors and project-based firms: job-cost setup, work-in-progress (WIP) schedules, over/under billings, percentage-of-completion revenue, and cost-to-complete reviews your bonding company will trust.
Systems & Process
Choosing and setting up accounting software, chart-of-accounts design, approval workflows, and simple written procedures so the finance function doesn't depend on one person's memory.
Ongoing CFO / Controller
A fixed monthly fee for a defined scope and schedule. Most clients land between two and six days a month.
Defined-scope work
Cleanups, system conversions, loan packages, and budgets are quoted as a flat project fee with a clear deliverable.
Hourly, as needed
For questions, a second opinion, or occasional reviews. No minimum.
Not sure which one you need?
That's what the first call is for. We'll tell you honestly if it's a smaller job than you think.