Our Services

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Fractional CFO Services

We step in as your financial partner, helping you make high-level decisions with clarity and confidence.

Cash flow forecasting & budget planning
Margin & pricing analysis
Financial dashboards & KPI tracking
Financial reviews with the founder/exec team
Investor/lender-ready reporting & presentations
Strategic planning support

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Bookkeeping & Financial Operations

We handle the financial backend so you don’t have to — ensuring everything is organized, accurate, and ready for smart decision-making.

Monthly bookkeeping & reconciliation
Categorization cleanup & QuickBooks management
Financial statement preparation
Payroll, AP & AR management
System setup & tech stack advisory

Advisory & Exit Strategy Support

Whether you're buying, selling, or just thinking long-term, we bring hands-on experience from both sides of the table.

Buy-side financial diligence & deal modeling
Sell-side prep (QofE-style cleanup, data room prep)
Business valuation analysis & comps
Strategic planning for exit readiness
M&A guidance for service-based, digital, or media companies
Post-deal financial support & integration planning

Schedule Your Financial Review

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We’ll start with a focused analysis of your bookkeeping, accounting, and cash flow to uncover inefficiencies and identify opportunities to improve margins, reduce taxes, and strengthen your financial operations.

Book a Consultation