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SERVICES OVERVIEW

 Fractional CFO, controllership and accounting services provide customized solutions to fit your needs and budget while still enjoying the benefits of an in-house CFO or controller.  This is a cost effective way to help you obtain your financial goals with a seasoned professional who is committed to you and your success.  

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My professional services are designed to help you achieve your goals the quickest way possible. Together we'll create a plan tailored to fit your business.

CFO Level

Each level is further customizable to fit your company's evolving needs

FOUNDATION

Let's get things moving and see you through the early years.  We'll focus on establishing a solid foundation. Also perfect for smaller businesses.

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5-10 hours/month

ESTABLISHED 

Let's take your already established business to the next level.  We'll focus on more advanced strategies to move you forward.

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15-20 hours/month

PROFESSIONAL

Let's accelerate your already successful business and unlock your full potential.  In-depth analysis and detailed techniques for max growth.

 

25-40 hours/month

Controller Level

Each level is further customizable to fit your company's evolving needs

ESSENTIAL

You have a smaller business or limited controller needs.

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5-10 hours/month

INTERMEDIATE

Your accounting team is more complex with moderate controller needs.

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15-20 hours/month

ADVANCED

Your accounting department is maxed out and needs more consistent support from a professional controller.

 

25-40 hours/month

Tax and Bookkeeping

Ask us about adding professional tax and bookkeeping services to your existing plan for your convenience.

Request a consultation:

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