Small business CFO Services

Plan, Grow, and Scale Your Business With Confidence

You’ve built a business that’s doing well—but managing the financial side still feels like a moving target. We help you get ahead of the numbers, so you can make smart decisions with clarity and confidence.

Do you have bigger goals for your business?

You’ve got real revenue, a growing team, and bigger decisions on the table. But when it comes to the financial side, things still feel unclear. You’re making decisions without a clear forecast, reacting instead of planning, and wondering if the numbers are telling the full story.

That’s where we come in—with the financial strategy, structure, and support to help you move forward with confidence.

What we do

We’re like your financial coach—without the full-time hire.

You don’t need a CFO in the building every day. But you do need someone who understands your business, can make sense of the numbers, and help you plan what’s next.

Here’s what that looks like in practice:

Create Budgets & Forecasts

We help you build a financial roadmap that aligns with your goals—so you’re not just reacting month to month.

Set KPIs & Track Your Progress

We define meaningful financial metrics and track them together, so you always know how you’re doing—and what needs adjusting.

Create New Income Streams

Looking to grow? We help you evaluate, model, and plan for new revenue channels—without putting existing cash flow at risk.

Profitability Strategies

We dive into your margins, pricing, expenses, and structure to identify what’s helping (or hurting) your bottom line.

Manage All The Financial Pieces

From cash flow and payroll to tax planning and reporting—we bring all the moving parts together so nothing falls through the cracks.

Our Small Business CFO Services Cover Everything You Need

Every business we work with has its own challenges—and its own opportunities. That’s why we don’t force you into a one-size-fits-all package. We start by understanding where you are, where you’re headed, and what’s getting in the way. Then we build the financial support around that.

If there’s something you need that’s not listed here, ask us. If it involves your numbers, there’s a good chance we can help.

Ongoing business & money coaching
Regular support via phone, email , and video conference
Budgeting & forecasting
Cash flow management
KPI tracking
Debt elimination strategy + implementation

Payroll oversight
Filling and tracking of subcontractor payments throughout the year
Pricing strategy
Quarterly estimated tax payment calculations
Oversight and implementation of regulatory requirements

Let's Compare

Let’s Compare: CFO Services vs. Bookkeeping

You may already have a bookkeeper—or maybe you’ve done the books yourself. But a bookkeeper tracks the past. A CFO helps you plan the future.

Bookkeeper

CFO

Track income and expenses

Monthly reconciliations

Custom reports and dashboards

Budgeting and forecasting

Strategic guidance and planning

Cash flow and hiring decisions

Are Small Business CFO Services Right for You?

If this sounds like you: