Services
Clean books. Clear cash. A CFO when you need one.
Three ways to work with us, plus fixed-scope projects. Your destination decides what belongs in the engagement; these are the shapes it can take.
Ongoing · Monthly
Bookkeeping
For owners whose books are late, unreliable, or living in somebody’s spare time. Clean numbers are the instruments every route depends on. This engagement keeps them accurate and on schedule.
From $695/mo · Compare tiers →
- Monthly close and reconciliation in QuickBooks Online
- Accounts payable and receivable
- Payroll, run through Gusto
- Spend management with Ramp
- A short monthly package, written to be read
Ongoing · Monthly
Fractional CFO
For owners making bigger decisions than their current finance support can carry: hiring, pricing, expansion, debt. Senior financial leadership at a fraction of a full-time hire.
From $1,995/mo · Compare tiers →
- Rolling cash and revenue forecasts
- Budgets and scenario models, built before you decide
- Your destination measures, reported monthly
- A standing navigation meeting: decisions, not paperwork
- Lender, investor, and board support
Ongoing · One team
Bookkeeping + CFO
One team runs the books and reads them. The close feeds the forecast, the forecast feeds the monthly meeting. No handoffs between firms, no translation loss.
From $2,495/mo · Compare tiers →
- Everything in bookkeeping
- Everything in fractional CFO
- One point of contact who knows your route
- One monthly rhythm: close, report, decide
Fixed scope · Project
Fixed-scope projects
A defined piece of navigation with a start, an end, and a deliverable, and often the way a relationship with us begins.
Fixed price, quoted up front · Talk it through →
- Navigator Assessment and Route Report
- A guided planning-tool session: growth, cash, profit, or exit
- Exit readiness reviews
- Fundraising and lender-package preparation
How it starts
Three steps, no commitment until the last one.
1 · A 20-minute call
Tell us where you’re headed. We’ll show you how we read a business like yours and say honestly whether we can help.
2 · A short assessment
A focused look at your current position, ending in a written route report: what we’d do, in what order, and what it costs.
3 · A monthly rhythm
Close, report, decide. You can stop at any stage before this and keep everything we’ve built together.
Get started
Start with the fit, not the package.
Twenty minutes on where you’re headed. We’ll tell you honestly which engagement fits, or whether a single planning session is all you need right now.
Book a 20-minute call →No preparation needed. No obligation.