A fractional CFO who already knows your books
Strategy built on guessed numbers is just guessing. Because our team keeps your books and runs your close, Brian’s CFO work starts from financials he trusts — his own.
What’s included (everything in Controller, plus)
- Brian leads the engagement personally
- Financial planning & analysis: forecasts, scenarios, pricing and margin analysis
- Strategic guidance for growth decisions — hiring, expansion, major purchases, buy/sell conversations
- Board, lender, and investor reporting support
- Regular strategy sessions at a cadence set in your proposal
Who it’s for
Owners making decisions with real consequences — growth capital, an acquisition, a second location, an exit someday — who need a CPA’s judgment in the room without a $200k+ full-time CFO hire.
Bigger or messier than the boxes? Multi-entity, multi-state, inventory or job-costing complexity — see the Custom tier on the Pricing page; scoped and quoted after a diagnostic.
Starting at $2,500/mo.
Fixed price set after a free Books Review.