Fractional CFO & Financial Strategy for Multi-Entity Businesses

Clean, Audit-Ready Books and CFO Support for Growing Businesses

Does this sound familiar?

Your numbers don’t feel reliable.
Your bank balance and reports don’t line up, and you’re not confident which one to trust.

You’re always playing catch-up.
Reconciliations are late, reports are delayed, and everything feels reactive instead of intentional.

Tax season is stressful every year.
Your CPA keeps asking for corrections or adjustments because the books weren’t fully ready.

Cash flow feels tighter than it should.
Revenue is coming in, but it’s still hard to know what you can safely spend or plan around.

Multiple entities add complexity.
Intercompany activity, allocations, and tracking across businesses start to feel messy fast.

Big decisions feel riskier than they should.
Hiring, investing, or expanding is harder when you don’t have clear financial insight.

You don’t need more reports — you need clarity

We help business owners get their books clean, their numbers reliable, and their financial picture clear — so decisions feel informed instead of stressful.

Book a Free 20-Minute Call

How we help

We focus on getting your financial foundation solid first — then using it to support better decisions.

That usually looks like:

Clean, accurate books you can rely on
We reconcile accounts, clean up inconsistencies, and make sure your financials reflect what’s actually happening in the business.

Financials that hold up under review
Your books are organized, documented, and audit-ready, so tax season, lenders, and advisors don’t create last-minute stress.

Clear visibility across entities
If you operate multiple businesses or locations, we bring structure and clarity so everything makes sense at both the entity and overall level.

Ongoing support, not just reports
We don’t just hand over numbers. We help you understand what they mean and how to use them when making decisions.

CFO-level guidance when you need it
Whether it’s cash flow, growth planning, or upcoming changes, you have someone who looks ahead with you — not after the fact.

Book a Financial Clarity Call

If you operate multiple entities, manage significant cash flow, or work closely with a CPA, basic bookkeeping is no longer enough. Inaccurate or unclear financials create risk, confusion, and costly decisions.