Services built for business owners
From fractional COO and CFO support to accounting infrastructure and tax preparation, everything you need to run the operational and financial side of your business.
Diagnose Your Primary Constraint
Select your organization's most urgent bottleneck below to see the exact fractional leadership architecture, core deliverables, and ICP profile designed to solve it.
Financial Visibility & Margins
You are generating revenue but lack forward-looking financial visibility. Statements arrive weeks late, job-level margins are opaque, and cash planning is reactive rather than predictive.
👔Matched Fractional Roles
Capital allocation, forward modeling, banking relations, and board-level financial strategy.
Clean GAAP-accrual monthly close, chart-of-accounts optimization, and automated reconciliation.
🎯Target Company Profile (ICP)
Growing field service, commercial trade, or multi-entity business ready for institutional financial governance without full-time C-suite overhead.
- •Uncertainty regarding true cash runway beyond 30 days
- •Inability to isolate profitability by project, division, or client tier
- •Books managed as a compliance tax chore rather than a strategic steering tool
📋Core Deliverables & Systems Checklist
Dynamic 13-Week Rolling Cash Flow Architecture
Predictive working capital models preventing cash crunches and guiding capital deployment.
GAAP-Accrual Monthly Close by Business Day 10
Pristine financial reporting packets with executive variance commentary ready for banks and investors.
Unit Economics & Margin Decomposition Models
Granular contribution margin and job-costing analytics to eliminate margin bleed.
Custom Executive KPI & Variance Dashboards
Real-time financial command center tracking leading vs. lagging performance indicators.
Fractional CFO Seat at Strategic & Banking Tables
Executive representation during lender negotiations, bonding reviews, and board strategy meetings.
All Advisory & Leadership Practices
Fractional CFO Services
Strategic finance, forecasting, cash flow planning, KPI visibility, and decision support.
Fractional COO Services
Operational structure, process optimization, accountability systems, and execution support.
Fractional CTO Services
Senior technical leadership, architecture reviews, engineering scaling, and tech stack modernization.
Fractional CAIO & AI Consulting
Enterprise AI strategy, custom agentic workflows, data governance, and operational AI readiness.
AI Operations & Governed Systems
Governed AI operating systems, revenue leak diagnostics, and automated response infrastructure.
Accounting & Reporting Infrastructure
Clean financials, dashboards, reporting systems, and monthly close processes.
Financial Planning & Analysis (FP&A)
Budgeting, forecasting, variance analysis, and financial modeling.
KPI & Dashboard Reporting
Custom KPI dashboards and automated reporting systems for real-time visibility.
Cash Flow Forecasting
Proactive cash flow management, forecasting, and planning for stability and growth.
Profitability & Margin Analysis
Deep profitability analysis by service, client, project, and department.
Tax Preparation & Filing Support
Business income tax preparation aligned with your financial reporting and accounting system.
CPA-Coordinated Support
Access to licensed CPA support for technical accounting and tax matters when needed.
Strategic Finance & Operations Support
Integrated financial and operational support that aligns strategy with execution.