Solutions
When You Don’t Trust or Understand Your Numbers
You know money’s coming in and out, but the numbers feel like a mystery.
This is for you if:
• You don’t really know how you’re doing until tax time.
• Your books are late, messy, or you just don’t believe them.
• You can’t tell which jobs or customers actually make you money.
What we do:
• Clean up and standardize your bookkeeping and month-end close process.
• Build straightforward financial reports broken down by job, customer, or product line.
• Set up a focused dashboard so the right numbers are always in front of you.
What you get:
• Monthly close package clean P&L, balance sheet, and cash flow statement you can actually read.
• Job, customer, or product profitability report showing exactly where you make and lose money.
• A one-page KPI dashboard updated monthly with the handful of numbers that actually matter.
When You’re Busy, But Cannot Find the Profit
Everyone’s slammed, the top line looks decent, but your bank balance tells a different story. You don’t have a revenue problem; you have a margin problem hiding inside a revenue number.
This is for you if:
• Revenue is growing, but cash isn’t following.
• Margins feel thin or inconsistent, and you’re not sure why.
• You suspect waste or pricing problems but can’t put your finger on them. You don’t really know how you’re doing until tax time.
• Your books are late, messy, or you just don’t believe them.
• You can’t tell which jobs or customers actually make you money.
What we do:
• A margin and cost analysis by service line, project, or customer, showing exactly
where money is made and lost.
• A prioritized action plan targeting your specific profit leaks (pricing, labor, overhead, or process).
• A live dashboard tracking productivity and profitability month over month.
What you get:
• Step in as your fractional CFO focused on diagnosing and fixing operational profitability, not just reporting it.
• Run detailed margin and cost analysis, benchmarked against realistic targets, so you know what “good” looks like.
• Build the tracking tools so improvements stick and don’t quietly slide back.
When You Need a Finance Function That Matches the Size of Your Business
The company has grown, but the finance infrastructure hasn’t kept up. You’re making bigger decisions, dealing with more stakeholders, and carrying more risk with the same systems you’ve always had.
This is for you if:
• Every financial decision still routes through you and it’s becoming a bottleneck.
• Lenders, investors, or partners are asking for better reporting, and you’re scrambling to produce it.
• You want real controls and governance in place, not because someone is forcing you, but because it’s the right time.
What we do:
• A monthly CFO reporting package built for your leadership team, lenders, or board, not just a P&L printout.
• A financial governance framework: policies, approval thresholds, and controls that fit your size without creating bureaucracy.
• A permanent seat at your leadership table, a financial voice in the room when it matters.
What you get:
• Act as your fractional CFO at the leadership level, attending key meetings, advising on major decisions, and building financial discipline into how the company operates.
• Design and implement reporting cadences for internal stakeholders and external parties (banks, investors, partners).
• Put the right governance, controls, and financial org structure in place so the business can run and grow without everything funneling through you.
When You Are Making a Big Move and Need a Financial Co-Pilot
You’re about to buy, sell, or make a major growth push, and you know guessing is expensive. This isn’t business as usual, and your financial support shouldn’t be either. Because every big move is different, we have multiple solutions:
“I’m Buying a Business”
This is for you if:
• You’re evaluating an acquisition and don’t want to overpay or miss hidden risks.
• You want someone who can stress-test the seller’s numbers before you sign anything.
• You need financial support through the deal and after the dust settles.
What we do:
• A financial due diligence report on the target, what’s real, what’s inflated, what’s missing.
• A stress-tested financial model showing how the deal impacts your cash and profitability under different scenarios.
• Deal structure recommendations and post-close financial integration support.
What you get:
• Review the target’s financials and pressure-test the seller’s assumptions.
• Build a model that shows the true financial impact of the deal before you commit.
• Advise on deal structure, then stay on post-close to handle financial integration and organization.
“I’m Selling a Business”
This is for you if:
• You’re thinking about selling and want to get the most out of what you’ve built.
• Your financials aren’t telling your story as well as they should.
• You want a financial advisor in your corner, not just an attorney.
What we do:
• A clean, buyer-ready financial package with three years of normalized financials.
• A clear EBITDA analysis and valuation narrative that supports your asking price.
• Financial Q&A support through the buyer’s due diligence process.
What you get:
• Normalize and clean up your financials to tell the strongest, most credible story to buyers.
• Build a clear picture of your true earnings that holds up under scrutiny.
• Support you through buyer questions and due diligence so nothing derails the deal late.
This is for you if:
• You’re planning a significant expansion, new location, new service line, major hire, or capital investment.
• You want to see the financial impact before you commit, not after.
• You need a model, not a gut feeling.
What we do:
• A financial model built around your specific growth plan, showing cash, profit, and break-even under multiple scenarios.
• A clear view of capital needs and timing so you’re not surprised mid-execution.
• Ongoing CFO support to keep the plan on track as you execute.
What you get:
• Build financial models around your growth plan and stress-test the assumptions.
• Map out the capital, cash flow, and profitability implications of each path.
• Stay engaged as a fractional CFO so the financial picture stays current as the plan evolves.
“I’m Planning a Major Growth Push”
Our Sevices
Executive Management
CFO Services
Optimizing Operations
Start Up Consulting
Corporate Governance
Accounting
Financial Reporting
Cost accounting
Benchmarking and Analytics
Dashboards and KPI
Bookkeeping
Business Development
Strategic Planning
Purchasing a Business
Selling a business
Post purchase integration and Organization