FRACTIONAL CONTROLLER & CFO SUPPORT

Know your numbers.
Plan your next move.

Financial leadership for small and midsize businesses means understanding where money comes from, where it goes, and what will be available for the decisions ahead.

Bookkeeping + Fractional CFO
Starting at $2,500/month

Book a free discovery call

WHAT FINANCIAL LEADERSHIP MEANS

More than a report in your inbox.

You need someone to break down your financial reports, study your cash flow, and explain what the numbers mean for your business. That might mean planning for growth, keeping enough cash available for payroll and bills, or understanding why sales are rising but your bank balance is not.

We connect your bookkeeping records to practical information you can use to make decisions. You stay in charge of your business, with a clearer view of the financial picture.

CONTROLLER SUPPORT

Build a clear financial picture.

Controller support focuses on the records, reporting, and processes behind your numbers.

Keep a consistent month-end close and reconcile accounts.
Prepare profit and loss and balance sheet reports as part of your bookkeeping.
Explain revenue, expenses, unpaid customer invoices, and outstanding bills.
Identify gaps in bookkeeping workflows and improve handoffs across your team.

FRACTIONAL CFO SUPPORT

Use that picture to plan.

CFO support focuses on what your numbers suggest about the decisions ahead.

Study expected money coming in and payments going out.
Plan for payroll, vendor bills, recurring costs, and a cash cushion.
Compare growth opportunities with the cash and resources they require.
Model pricing, hiring, spending, and slower-sales scenarios before you commit.

For example, a profitable month does not always mean cash is available to hire. Customers may not have paid yet, while payroll and vendor bills are due now. We help you see that timing before making the decision.

WHAT YOUR MONTHLY PACKAGE INCLUDES

Bookkeeping + financial guidance.
Starting at $2,500/month.

Your bookkeeping foundation is included, along with the planning and analysis below. We agree on the volume, reporting needs, and scope before work begins.

Your bookkeeping foundation

Monthly transaction categorization, bank and credit card reconciliations, and month-end close.
Monthly profit and loss and balance sheet reports, chart of accounts maintenance, and receipt and document management.
AP/AR management at the volume agreed upon by you and BookkeepingCo.
Ongoing bookkeeping questions and support.

Reports explained in plain language

We break down income and expenses so you can see where money is coming from and where it is going. Budget-versus-actual analysis and profitability and margin analysis help identify changes that deserve attention.

You get: monthly management reporting, key performance metrics, and a monthly strategy meeting to discuss the numbers and your priorities. Analysis by service, project, or department is included where applicable to your agreed scope.

A forward view of cash

We study cash inflows and outflows and their timing, so you can plan for obligations, slower periods, and potential cash shortfalls.

You get: a cash flow forecast and cash planning, plus an annual budget and a rolling financial forecast. Forecasts use available information and assumptions and are updated as circumstances change.

Help evaluating your next decision

Should you hire, change prices, buy equipment, reduce spending, or build reserves? We compare scenarios and explain the financial tradeoffs.

You get: scenario analysis for pricing, hiring, spending, and growth decisions, plus financial process and bookkeeping team guidance. Decisions remain yours; our role is to give you useful information and perspective.

Starting pricing reflects an agreed monthly scope and varies with transaction volume, accounts, reporting complexity, and the level of support required. Additional AP/AR volume is scoped separately. Catch-up work, initial setup, payroll coordination, and sales tax support are scoped separately when needed. The package provides ongoing fractional support rather than a full-time executive or unlimited availability.

START WITH A CONVERSATION

What do you need your numbers to tell you?

Book a free, no-obligation discovery call. We’ll discuss your business, the questions you need answered, and the scope of support that fits.