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Ideal for established businesses ready for strategic financial guidance.
Includes everything in the Growth Package, plus:
Fractional CFO services:
Budgeting, forecasting, & financial strategy
Cash flow planning & scenario analysis
KPI dashboards tailored to your business goals
Guidance on pricing, margins, and growth opportunities
Monthly strategy meetings with detailed financial reviews
Coordination with your tax professional for year-end planning
Priority support & dedicated advisor
Focus: Goes beyond bookkeeping to provide forward-looking financial leadership — giving you the insights of a CFO without the full-time cost.
Ideal for established businesses ready for strategic financial guidance.
Includes everything in the Growth Package, plus:
Fractional CFO services:
Budgeting, forecasting, & financial strategy
Cash flow planning & scenario analysis
KPI dashboards tailored to your business goals
Guidance on pricing, margins, and growth opportunities
Monthly strategy meetings with detailed financial reviews
Coordination with your tax professional for year-end planning
Priority support & dedicated advisor
Focus: Goes beyond bookkeeping to provide forward-looking financial leadership — giving you the insights of a CFO without the full-time cost.