CPA-clean books. CFO-grade reporting. One firm.
Fractional CFO and CPA services for $2–$10M owner-operators, from one desk.
Financial Services Overview
Who I work with
Owner-operator businesses between $2M and $12M in revenue. Your bookkeeper, your CPA, and whoever assembles your banker package sit at three different desks, and none of it ties out. I take a small number of clients at a time, on purpose.
The profitable mess
You know the business is making money. The books don't prove it. Your banker has gotten quiet.
The capital event
A loan, line, refi, sale, or raise is coming up. You want one firm putting the package together, not three.
The pro-services firm
Law, agency, engineering, accounting. You know your top-line. You can't tell which partner, which client, or which service line is carrying the firm.