Companies we've served
What's getting in the way of your Freedom?
Cash is tight, I'm stressing about making payroll next week
Financial statements don't make any sense, I don't understand the balance sheet
Financing is hard to get – our financials are never good enough for the bank
Profitability isn't clear. I don't even know how much money I'm making
Burnout is setting in. I'm concerned for the future of my business
Here's what you can expect when you choose us as your Fractional CFO
Cash flow is improving and I'm not worried about paying my bills
Financials are clear. I understand the financial picture and how to make it better
Profitability is growing. I know what I'm making, and how to get to the next level
Financing is easy. When I need a loan, I can easily go get one
Burnout is non-existent and my path to Freedom is in action
My family is happier because I have less stress
Cash Flow Forecasting
Thinking about hiring a new key employee, or maybe scaling your fleet, but not sure if your business can support it? That’s where the cash flow forecast steps in. We’ll build this easy, scalable report with you so you can peek into your financial future and make smart moves without the guesswork.
Financial Oversight
We step in as your CFO—without the full-time CFO price tag. That means overseeing your finance and accounting functions, working closely with your team, and keeping you aligned with best practices. You’ll have less stress, better numbers, and the clarity to make confident, forward-thinking decisions.
Coaching & Strategy
You’ll have direct access to our expertise via text, phone, and email—plus regular strategy meetings so we can consistently review progress and set clear, personalized action plans. We’ll help ensure your business is working for you, and moving you closer to the freedom you set out to build.
Clarity &
Insights
What most business owners lack is clarity. The numbers are there, but what do they even mean? We'll break it down for you with a custom KPI dashboard to turn the data into clear, visual insights. You’ll walk away with a solid understanding of where your business has been, what’s driving performance today, and where it’s headed next.