What We Do

Smart Financial Strategies for Your Business

Fractional CFO Services: Tailored financial guidance that aligns with your business goals, helping streamline your financial operations and strategic planning.

    • Control and optimize cash flow.

    • Leverage strategic financial knowledge and tools.

    • Navigate growth strategically to enhance profitability.

    • Ideal for businesses seeking top-tier expertise without the full-time cost.

    • Monthly financial statement reviews (Balance Sheet, Profit & Loss, Cash Flow) with insights.

    • A rolling 12-month cash flow forecast.

    • Projections, budgeting, and goal setting with key performance indicators.

Profit First Coaching: Shift your financial mindset with the Profit First approach, ensuring profitability is central to your cash management strategy.

    • End cash flow struggles and ensure regular paychecks.

    • Enjoy quarterly profit distributions as rewards.

    • Maintain sufficient funds for taxes.

    • Profit assessment and a Profit Blueprint for permanent profitability.

    • Regular coaching tailored to implementing Profit First for your business.

    • Expense analysis with regular accountability meetings.

    • Strategies to grow a business that supports the owner and achieves lasting profitability.

Tax Preparation & Planning: Taxes are complex, especially if you are a business owner. 

    • Receive tax reduction strategies

    • Proactive tax planning and tax analysis

    • Support planning for taxes (instead of being surprised by them)

    • Business and personal tax preparation

    • Regular tax reviews so you’re prepared for your taxes

    • Strategies to reduce your tax liability