Trusted CFO Advisor

Our mission is clear: help you have a successful business that can pay you and has cash!

Financial Expertise

Our approach is distinctively modern, blending financial expertise with a deep understanding of the entrepreneurial hustle.

Controller, Business Advisory, CFO Advisory Services

In 2026, the gap between "surviving" and "scaling" is almost always found in the data. Most business owners are running on intuition, but to hit that next level, you need a financial architect, not just a bookkeeper.

Stop Running Your Business on Gut Feelings. Start Running It on Data.

You’ve built something incredible. But as your revenue grows, so does the complexity. If you feel like you’re losing visibility into your cash flow, or you’re making big decisions based on "best guesses," it’s time for a professional financial upgrade.

We provide the high-level financial strategy at a fraction of the cost.

The Challenges We Solve

  • The "Profit vs. Cash" Trap: You’re making sales, but your bank account doesn’t reflect it.

  • Flying Blind: You lack the real-time dashboards and KPIs needed to pivot quickly.

  • Stagnant Growth: You know you need to scale, but you aren’t sure if your margins can handle it.

  • The DIY Ceiling: You’ve outgrown your tax accountant, but you aren't ready for a $250k/year full-time hire.

Why a "Fractional" Model is the Smartest Move in 2026

In today’s economy, agility is your greatest asset. Hiring a full-time CFO is a massive overhead commitment. With our fractional model, you get:

  1. Instant Expertise: No training period. We plug into your systems on day one.

  2. Strategic Objectivity: An outside perspective that isn't afraid to tell you the hard truths about your spending.

  3. Scalable Support: We grow with you. Use us for 5 hours a month or 20; the choice is yours.

"The difference between a business that plateaus and one that scales is the quality of the financial infrastructure behind it."

Ready to enhance your financial visibility for smarter business decisions?

Controller Services

Clean, Accurate Books:

We move beyond entry to high-level oversight and GAAP compliance.

Internal Controls: Protecting your assets and preventing fraud or waste.

Timely Reporting: Monthly "Pulse" reports delivered so you actually understand them.

 

Fractional CFO Strategy

Financial Forecasting: Custom models to predict your next 12–24 months of growth.

Capital Strategy: Guidance on fundraising, debt restructuring, or M&A.

Profitability Optimization: Deep-dive analysis into your unit economics and margins.