Foundations
Fix. Stabilize. Build Trust in Your Numbers.
Before strategy, forecasting, or growth — you need numbers that tell the truth. Foundations is where we rebuild your financial core, correct the past, and establish clean, reliable reporting so every decision you make is grounded in clarity and confidence.
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.
You’re in the Foundations stage if…
Your financial reports are technically “done,” but you still can’t trust the numbers
You’re unsure where cash is really going each month
You can’t clearly see which products, jobs, or clients are profitable
Your bookkeeper or CPA can’t explain your financials in plain language
You’ve outgrown basic bookkeeping but don’t yet have financial infrastructure
You feel vulnerable making decisions because you don’t know what you don’t know
You want clarity before committing to major hires, investments, or growth plans
If this feels familiar — you don’t need more data. You need a financial reset.
Why Foundations Matters
(The Risks of Skipping It)
Without a strong financial foundation:
Reports don’t match reality
Cash surprises continue
You can’t tell what’s profitable
Strategic planning is based on guesswork
You pay more in costly corrections later
What We Do in Foundations:
We don’t simply “clean books.” We reconstruct your financial system so every number has meaning, accuracy, and purpose.
Historical Alignment & Corrections - We correct past errors and reconcile every account so your data finally reflects reality.
Chart of Accounts Realignment - We rebuild your financial structure so you can actually see margins and profit drivers.
True Monthly Financial Statements - You receive accurate P&L, Balance Sheet, and Cash Flow you can make decisions from.
Cash Flow Organization & Tracking - No more guessing. Know where cash is coming from and where it’s going — in advance.
Documentation & Financial Workflows - We install repeatable processes that keep your numbers disciplined going forward.
How the Foundations Process Works:
Step 1: Financial Assessment - We review your books, systems, and pain points to identify hidden risks and breakdowns.
Step 2: Realignment & Reconstruction - We correct, rebuild, and reorganize your financial foundation for clarity and accuracy.
Step 3: Stabilization & Validation - We close cycles, validate reports, and ensure your numbers are fully reliable.
Step 4: Clarity Handover - You receive clean reporting, clarity on true performance, and readiness for strategic guidance.
Estimated Duration: Usually 4 to 8 weeks, depending on your complexity, then it's a fixed monthly engagement.
Where Foundations Leads:
Foundations → CFO Navigator → Fractional CFO
This stage is not the end — it’s the beginning.
Once your financial core is stabilized, you’ll be ready for ongoing guidance in CFO Navigator, and later strategic leadership through Fractional CFO Services.
Ready to Fix What’s Broken?
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 preparation 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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