Everything your finance function needs, from the books to the boardroom.
Pick the level of support that fits where you are today. Every package is a fixed monthly fee, scoped after a free consultation.
Essentials
Build your financial backbone. For early-stage businesses and lean teams.
- Monthly bookkeeping and categorization
- Bank and credit card reconciliations
- Monthly close and financial statements
- Dashboards you can read at a glance
- Vendor bill and invoice support
- Year-end handoff to your CPA
Growth Partner
Scale with a plan. For businesses hiring, entering new markets or raising capital.
- Everything in Essentials
- Fractional CFO access
- Financial plan and rolling forecast
- 13-week cash forecast
- Monthly review meeting and quarterly strategy reviews
- Bill pay through Ramp or Bill.com, with your approval
- Client invoicing and receivables follow-up
- Payroll oversight and 1099 filing
Strategic Partner
An executive finance function. For founders and CEOs preparing for the next stage.
- Everything in Growth Partner
- High-touch CFO leadership
- Board and investor reporting
- Scenario modeling
- Fundraising and lender preparation
- Annual strategic planning session
- Exit and due diligence readiness
Every engagement starts with onboarding: a review of your current setup, cleanup of prior periods and the systems and approvals you'll run on.
The six phases of building a scalable business.
This comes from doing it: the same sequence took a founder-run SaaS company through a $21M sale. We meet you at whichever phase you're in.
Stabilize and assess
Get control of the books, cash and processes, and see the real baseline.
Financial infrastructure
Modern systems, a timely close and reporting leadership can trust.
Metrics and planning
The KPIs that drive your model, a forecast and a 13-week cash view.
Operational discipline
Approvals, controls and documented processes that don't depend on one person.
Scale and efficiency
Automation, pricing and margin work so growth adds profit, not just headcount.
Enterprise value and exit
Clean history, a data room and a story buyers and investors can verify.
We set up the systems and run them for you.
We work in QuickBooks Online and connect it to the tools that remove manual work: Ramp for cards, bill pay and reimbursements, Bill.com, your payroll provider and AI tools for reporting and review. If you already have a stack that works, we use it.
Common questions.
How is pricing set?
One fixed monthly fee based on your package, transaction volume and number of entities, plus a one-time onboarding fee. We agree on scope up front and don't bill by the hour.
How quickly can you start?
Most clients are onboarded within two to four weeks of signing. We've had a brand-new US entity running payroll in about 17 days.
Do you replace my CPA?
No. We run your accounting and finance year-round and coordinate with your CPA, who handles tax returns. Clean books make their work faster and cheaper.
Do I need to change my software?
Not necessarily. We work in QuickBooks Online and recommend tools like Ramp or Bill.com when they'll save time, but we'll keep what's working.
What if my books are a mess?
That's common, and it's what onboarding is for. We clean up prior periods, tie out every account and document what we changed.
Do you work with companies outside Florida?
Yes. We're based in Tampa and work with clients across the US, mostly remotely, with in-person planning sessions where it helps.
Let's look at your numbers together.
A free 30-minute consultation. We'll talk through where your finances are today, what's slowing you down and what a fractional finance team would change.