Add a financial powerhouse to your team

Choose from three tiers of expert services designed to support your growth, build your legacy, and help you thrive.


A fractional, or part-time, CFO is a cost-effective way to utilize the knowledge and skills of a finance and accounting professional without having to pay a full-time hire.

Plus, by hiring a fractional CFO, you get the added benefit of someone who is impartial and unbiased, someone who will not just show you the numbers but also help you understand what they mean for the financial well-being of your business.

Quarterly CFO


starting price

A support system for newer businesses who want to grow their revenue and increase their impact.

  • A tax strategy and planning call each quarter
  • A quarterly review of your financials for accuracy – provided by your bookkeeper
  • Ongoing recommendations for financial health and growth of your company

Operational CFO


starting price

For established businesses who are looking for support, accountability, and advice on their financial goals and strategies.

  • Ongoing bookkeeping services for your business
  • Quarterly reviews of your financial goals and strategy meeting
  • Scheduled monthly financial review call with your staff accountant
  • A financial report emailed to you every month
  • Payroll support
  • Ongoing recommendations for financial health and growth of your company

Effective CFO


starting price

For companies who are looking to expand their growth, increase their impact and become a powerhouse in their field.

  • Everything in Operational CFO
  • Quarterly board presentations
  • A tax strategy and planning call each quarter
  • Budget planning and strategy
  • Cash flow reports
  • Sales tax support
  • Retirement benefits support and year end review

Tax strategy services

Define your long-term financial vision and optimize your future with a specialized tax strategy that evolves alongside your business.

Also available as a standalone service. Get in touch to learn more ›

Effective CFO
Operational CFO
Quarterly CFO

Tax strategy

Planning & strategy call every quarter.


Fractional CFO services

Understand your numbers and learn how to maximize them with a Fractional CFO service that offers year-round support for you and your business.

Effective CFO
Operational CFO
Quarterly CFO

Ongoing recommendations

Expert advice to support your company’s financial health.

Scheduled reviews

Recurring financial review calls with your staff accountant.

Regular financial reports

A monthly review of your financials, emailed to you.

Quarterly reviews

Consistent reviews of your financial goals and strategic, individualized support.

Future-focused benefits support

Build your legacy and strengthen your retirement plans with on-going support and year-end reviews.

Payroll support

Continual bookkeeping services for your business

Budget planning and strategy

Sales tax support

Cash flow reports

Quarterly board presentations

Specialized add-ons

Access a support system that grows with your business and revenue while increasing your impact.

  • Monthly board presentations for even more oversight
  • Company tax returns
  • Mergers and acquisitions financial support
  • Business valuations
  • External audits