Small Business Services
A fractional CAO and CFO for your growing business
Accurate books, clear reporting, and year-round planning, so you can focus on clients and growth instead of wearing every hat.
Who this is for
Business owners who need finance leadership without a full-time hire, including both simple and multi-entity businesses, in any industry. Because this work is hands-on, I take small business clients only in Hampton Roads (VA), the Flathead Valley (MT), and Palm Beach County (FL).
Sound familiar?
What I handle
Understand your business
I start with your goals and priorities, then design a plan and processes to get there.
Books and reporting
Accurate, timely monthly bookkeeping, financial statements, and reporting packages that are easy to read and act on.
Strategy and KPIs
Budgeting, forecasting, pricing decisions, and long-term planning, with custom KPIs and dashboards for profitability, cash flow, and efficiency.
Tax planning and compliance
Year-round tax planning, compliance monitoring, and tax-ready financials. Entity structure compliance, plus tracking of available tax benefits, carryovers, and basis.
How we get started
Pricing
Starting at $2,000/month ($24,000/year). Pricing depends mainly on transaction volume, number of entities, and scope: CAO (books and close) or CFO (forecasting, KPIs, pricing). Priced for twelve months and billed monthly; for most clients, the price includes your tax filings.
See full pricing →Ready to get clear on your numbers?
A short call to talk through your business. No obligation.