Ready for someone to just tell you..

“Here’s how much to make”

..so you can buy what you want..

..save what you need..

..and hit the goals you set in your business.

Then it’s time to hire a Fractional CFO.

It’s time for you to OWN the numbers side of your business without doing all of the dirty work of managing the numbers. Leave that up to me. I’ll be by your side so you know how exactly much to make so you can buy whatever you want, save what you need to save in your business, and hit your business financial goals.

You are struggling to care enough about the numbers..

..and you know you should care more about this side of your business, but it never becomes a priority until you absolutely have to think about the numbers.

You’ve even got people on your team who help with the books and business finances..

..but you still have no idea where to find anything without asking for help or wasting time trying to calculate the numbers.

You just want someone to tell you how much to make..

…so you don’t have to worry about the numbers and can focus on doing what you do best..

..MAKING MONEY..

..without wasting time in spreadsheets and crunching numbers..

..because ultimately, you just want to do whatever the hell you want in your business (as long as it’s legal.)

But that means you need support to make money decisions..

..with an actual plan and with the information you actually need to make those decisions.

..because it’s never black and white when making decisions in your business..

and to be honest, thinking about crunching the numbers makes you sick to your stomach.

..and that’s where I come in as Your CFO BFF..

..to help you know exactly how much to make so you can hit your business goals..

..to help you know exactly how much to save for your business for things like taxes, owners draws, future investments, hiring a team..

..to help you know exactly what the information means inside your business and how you can use it..

..so you can make INFORMED decisions.

Cool, I’m in.. so what’s next?

Discovery Call

We will get on a (free) 30-minute call to talk about your business needs. What do you actually want to buy, what do you need to be saving for, what are your business goals? We will talk about the support you need and see if working together is a good fit for both of us.

OnBoarding

Once we decide to work together, we will have an OnBoarding Call to get on the same page with your business goals and I’ll run a Business Financial Health Assessment. We’ll then establish concrete goals to work towards in your business and get everything setup.

Meetings + Check-Ins

We will meet every month to go over your business financial health and check in with your goals. I’ll guide you to make any adjustments and look at what is and isn’t working. If you’ve got questions between our monthly meetings, you’ll be able to check-in anytime.

Packages start at $1,500 per month

I’m ready for this!

For Fractional CFO clients, we require a 6-month commitment due to the nature of the services. Not sure if this is right for you, don’t worry – on our discovery call we’ll make sure you’ve got the right package that works for your business.

What’s Included?

Deliverables

Each month you will get these deliverables which will guide our 1:1 calls so you know where you stand

  • Financial Statements (Profit and Loss, Balance Sheet)
  • Data Analysis Dashboards and Reports
  • Business Budget
  • Cash Flow Projection
  • Financial Goal Review

Behind the Scenes

Throughout the month we will crunch the numbers so you can rest at ease knowing everything is up to date:

  • Monthly Bookkeeping in QuickBooks Online
  • Bank Reconciliations
  • Transaction ClassificationsP
  • Payroll Management + Owners Draw Calculations
  • Data Management + Analysis

Communication

We will be sure that there is always a line of open communication so we are always on the same page.

  • Monthly one-hour meetings to review your business
  • Voxer & Email access with one-business day response time
  • Quarterly and Annual Goal Review Meetings
  • Communication with your CPA for tax strategy and planning
I want to find out more

Packages start at $1,500 per month

For Fractional CFO clients, we require a 6-month commitment due to the nature of the services. Not sure if this is right for you, don’t worry – on our discovery call we’ll make sure you’ve got the right package that works for your business.

FAQs

If you are at a stage in your business where you know you want to make more, do more, and save more but you don’t feel like you’ve got a good handle on your numbers than a Fractional CFO might be the right fit… especially if you’ve already offloaded your numbers but don’t seem to be making any traction.

For other business owners I’ve worked with, that looks like..

  • I want to be more profitable than last year, but I don’t know what it’s going to take.
  • Am I using money in my business for the right things?
  • I want a financial picture that will give me the permission I need to spend money in my business.
  • Do I have enough money to take an owner’s draw for ___________? (Fill in the blank with: pay myself, personal bills, trip, landscaping, new car, etc..)
  • I’m worried I’m not doing things right… is this legal, am I saving enough for taxes, what if I’m doing it all wrong?!
  • I’m doing all of the things, but I don’t feel like I’m making any more money than before.. what gives?
  • Someone else manages the money side of my business and I’m not even sure I know what’s going on, but I know I should care..

Many of these thoughts have come straight from other business owners who had concerns about their business finances.

With our Fractional CFO services, we do include bookkeeping as part of the package we offer. We find that it is easier to have everything done by us. However, we know that there are great bookkeepers out there and you may have already built a relationship with them and we are happy to work with you and your current bookkeeper so we can provide the next level of services as your Fractional CFO.

Since CFO services are more about a strategic and financial planning, forward thinking, and working to align with your goals there won’t be overlap in what we provide and the bookkeeping services you already maintain. Since we normally include bookkeeping services, we would chat about clear responsibilities for your bookkeeper and Your CFO BFF. We would also negotiate a monthly retainer price for our Fractional CFO services. If you have any questions, we can always discuss on a free discovery call – just fill out the information form and book your call so we can chat about your business needs.

If you are looking for bookkeeping services, we do provide those standalone with add-ons like payroll services. You can find out more about bookkeeping services here or you can fill out the information form here and book your free discovery call to see if we are a good fit to work together to serve your business needs.

Don’t worry – I can help you figure that out on a free 30-minute discovery call. All I ask is that you fill out the information form here and book your free call with me after submitting your response. Then we will get on a call and chat about your business, where you are at, and your needs to determine if Fractional CFO or other services we provide would be a good fit.

I’ve found in order to build long-lasting change that 6 months is a good start because it takes us through two quarters of the year. In that amount of time, we can look to making adjustments to your current financial health and truly implement new strategies that align with your business goals and be able to adjust and evaluate. It will also allow us time to capture the right data and information to make informed business decisions.

Ready to get started?

Work With Me

Book a DISCOVERY CAll

Not sure what package would be the right fit for your business, but know you need help with your business finances and numbers. Click the button above to fill out an information form and book a free discovery call so we can chat more about your business, or you can click below to discover the services we offer.

FRACTIONAL CFO
FINANCIAL PLANNING
BOOKKEEPING + DATA