Fractional CFO and Controller Services
Every engagement is delivered through a monthly subscription, scoped project work, or both. Subscriptions give you an ongoing finance function at the level you need. Projects solve one problem with a clear finish line.
We work with multi-unit, consumer-facing brands: restaurants, fitness studios, wellness and massage, tutoring and education centers, and other franchise and retail concepts, from a handful of locations to dozens.
THE SUBSCRIPTIONS
Scorekeeper
WE RUN IT
Reserved for simple enterprises, not complex ones. We build the closed books, monthly reporting, and dashboard you need today, then step aside once you bring on your own accountant for the day-to-day.
Coach
WE MANAGE IT
For operators who already have an accounting function in place and are ready to sharpen how it runs. We direct your team through the close and build the controls that hold up as lending and investor requirements grow.
Strategist
WE OWN IT
The most premium service: the fractional CFO for enterprises navigating a capital raise, an acquisition, or an exit. We own the forecasting, the positioning, and the execution behind a capital event, rather than simply advising on it.
THE PROJECTS
Unit Economics Health Check
WHERE MOST CLIENTS START
Unit-level economics showing exactly which locations drive profit, and which quietly lose money.
Cash Flow Forecasting
BEFORE A BIG DECISION
See the cash flow behind your next hire, location, or major decision, so you commit with confidence instead of guesswork.
Financial Reporting
FOR OWNERS AND INVESTORS
A clear, accurate picture of your income, financial position, and cash flows over the period, so you always know what happened and why.
Audit Defender
BEFORE THE AUDIT STARTS
We prepare you before the audit starts, so it never becomes a second job for your team.
Process & Controls Optimization
WHEN GROWTH STRAINS THE BACK OFFICE
Manual processes prone to error, replaced by controls that actually hold.
Not Sure Which Fits?
Tell us where the business is and where you want it to go. We'll recommend a subscription, a project, or both, and give you an honest read on whether it makes sense.