Financial Foundations
For businesses in the $0–$2M revenue range.
Perfect for:
Business owners ready to get their hands around their books and cash flow
Founders who want to "do it right" from the beginning
Teams not yet ready for a CFO but eager to learn
Integrity
We treat your business as if it were our own. Our success is measured by your success.
Accuracy
We leverage the latest technology to ensure accuracy and focus on what matters most.
Growth
Whether it is your business or personal, we focus on setting goals and keeping you accountable to each milestone.
What’s Included
Step-by-step video library covering bookkeeping, payroll, AP/AR management, budgeting, and more
Weekly live calls for Q&A, support, and member financial reviews
Private member community for peer learning and networking
Monthly new trainings added to grow with your business
Apply 100% of your membership payments toward future CFO services with us
Key Benefits
Total Financial Clarity — Without the Overwhelm
Members learn how to manage their books, track cash flow, and understand their numbers — all through simple, guided video lessons and templates.
No fluff, no jargon. Just confidence in what the numbers are really saying.
On-Demand Training + Weekly Live Support
Get immediate access to a growing library of expert-led training on everything from bookkeeping and payroll to budgeting and AR/AP.
Plus, members join weekly live sessions to ask questions and get real-time help.
Done-for-You Tools That Save Hours
Members get ready-to-use templates, checklists, and financial workflows — so they can stop guessing and start implementing.
These tools are designed for speed, clarity, and real business use.
A Private Community of Growth-Minded Owners
Members connect with other business owners who are building their businesses the right way — with strong financial systems.
It’s support, accountability, and shared knowledge — not just content.
Membership Fees Turn into CFO Service Credit
Every dollar a member pays is applied as credit toward future Fractional CFO services.
That means they’re not just paying for training — they’re investing in their long-term growth team.
Still Not Sure Which Path Is Right for You?
Let’s talk. In just 30 minutes, we’ll map out where your business is today and recommend the right service to get you to where you want to be.
We have answers
Frequently Asked Questions
We understand that hiring someone to help you with your business can be stressful. Here are some of the most common questions we get from people in your shoes.
How much does your service cost?
We offer tailored services recognizing each business's unique needs. By evaluating your annual requirements, we create a fixed monthly service package encompassing all your needs. Our pricing model is both fair and transparent, designed to provide value and simplicity.
Do you offer a guarantee?
Yes. Our CFO services are backed by a 30-day satisfaction guarantee. If you’re not happy within the first month, we’ll refund your payment — no questions asked.
Can you work with my internal finance or accounting team?
Yes. We often collaborate with internal controllers, bookkeepers, and leadership teams to deliver higher-level strategy and insights.
Do you have experience in XYZ industry?
Our clients span various industries, and while we don't specialize in a single sector, we customize our reporting to meet your needs and pinpoint your unique KPIs. Despite industry differences, we've discovered the fundamental principles of business remain consistent.
How long does it take to fully onboard?
If no major cleanup is needed, we begin immediately on day 1. Within 30 days, we aim to thoroughly understand your business and deploy all necessary tools for efficient management, ensuring a smooth and effective operation tailored to your specific needs.
Do you offer tax preperation service?
While we don't provide tax preparation services, we partner with a network of excellent CPAs. This collaboration allows us to utilize their tax expertise, enabling us to concentrate on supporting your business growth through financial insights and operational improvements.
Can I hire you for a project?
We exclusively offer ongoing services, with the exception of initial bookkeeping cleanups for new clients. This approach ensures we dedicate 100% of our attention to delivering the highest quality service to our existing customers.
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