Find Your Starting Point
01 Free Resources | No cost. Instant access. Email required to download .
Know what your numbers are saying before you spend a dollar on support. Stop paying advisors to untangle problems that a solid template would have prevented in the first place.
CPA-built templates used in real client engagements made free for founders at every stage. Download one. Fill it out honestly. The place where you get stuck is exactly where the gap is.
By downloading you'll receive occasional financial insights, benchmark data, and practical tools for service-based businesses. Unsubscribe anytime.
02 Financial Diagnostic | Starting at $750
“I want to know what I'm working with before I go all in.”
If a free discovery call isn't enough and you want a thorough analysis of your financial situation before deciding on a path forward, the Financial Diagnostic goes deeper — inside your books, your systems, and your processes — and delivers a clear picture of where you stand and what you need.
Applied as a credit toward any engagement that follows.
What you walk away with: clarity and a concrete next step.
Business discovery session — operations, goals, pain points
Financial diagnostic — margins, cash flow, GL and chart of accounts review, close cycle and workflow review, systems and audit readiness assessment
Written findings summary report
Prioritized action plan
60-minute debrief call
One-time: $750 - applied as a credit toward any engagement that follows.
03 Fractional CFO Services
You've outgrown your bookkeeper but you're not ready to hire a $200K CFO. These plans were built for exactly that gap. A calculated risk-taking CPA in your corner every month, at a price point that makes sense for the stage you're actually in.
Foundational
Starting at $1,500/mo.
"I know the finances are a problem, but I just don't know where to start."
The books are behind. Cash flow is unclear. The finances get dealt with at tax time and avoided in between. The Foundational plan meets you where you are, no judgement or expectation of clean books. Build the financial foundation your business needs to grow.
Monthly close review and cash flow update
KPI dashboard delivered monthly
Monthly advisory call
Quarterly financial review included
Save one month with annual prepay: $16,500/year
Growth
Starting at $3,000/mo.
"I'm involved in the finances, but I'm spending too much time on them."
Revenue is there. The team is growing. But you're losing 10+ hours every week to financial tasks a CFO should be handling, and making major moves without the clarity to back them up. The Growth plan takes the financial function off your plate entirely.
Everything in Foundational, plus:
Gross margin modeling by client and service line
Hiring and pricing decision support
Two advisory calls per month
Save one month with annual prepay: $33,000/year
Strategic
Starting at $5,000/mo.
"I have financial support, but I need a true financial partner at the table."
The basics are covered. But the decisions ahead need a CFO-level partner. The Strategic plan is full financial partnership end to end, at the leadership table, for the moves that define what this business becomes.
Everything in Growth, plus:
Full budget ownership and scenario planning
Capital planning and lender relationship support
Leadership meeting participation and exit-readiness preparation
Save one month with annual prepay: $55,000/year
04 Financial Statement Readiness
Projects starting at $2,000
Auditors, lenders, and buyers all look at the same thing first — your financials. If the books aren't clean and GAAP-compliant before the process begins, the process gets harder and more expensive. We help fix that before it becomes a problem.
We work alongside your auditor, lender, M&A team, or attorney, not in place of them. Scope and price confirmed in writing before engagement begins. Delivery timeline confirmed at scoping.
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An unprepared audit costs more time, more money, and more findings than it should. We get the financials organized, GAAP-compliant, and fully supported before the first auditor request comes in.
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Selling your business? Messy books in a sale process don't just slow the deal down, they give buyers leverage to negotiate the price down. We get the books clean, GAAP-compliant, and organized for the data room before the process begins so the numbers tell the right story.
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Whether it's an SBA loan, a line of credit, or a conventional financing application—lenders need clean, consistent, and well-organized financials to make a credit decision.
05 Accounting and Advisory Services
Starting at $1,500/mo
Scope and price confirmed in writing before engagement begins. Delivery timeline confirmed at scoping.
For businesses and nonprofits that need the accounting function handled, not just advised on. Depending on what you need, this could be day-to-day accounting, books cleanup, controller oversight, or a fully outsourced accounting department. Scope and price are confirmed after the discovery call based on your actual situation — transaction volume, complexity, number of entities, and current state of your books.
What this can include:
Transaction recordkeeping and management
Month-end close process and execution
Bank and credit card reconciliation
AP/AR management
Books cleanup — historical backlog
Controller oversight and review
Financial reporting support
Accounting systems setup and optimization
Let’s Work Together
Every engagement starts with a conversation — no pitch deck, no pressure, just an honest 30-minute call to understand where your business stands and whether this is the right fit for where you're headed. If it is, you'll get a clear recommendation on exactly which plan makes sense and why. If it isn't, I'll tell you that too and point you somewhere that is. Book a free discovery call and let's find out.