Accounting • Finance • Systems

Fractional CFO & Full‑Stack Accounting for Operators

We help owners turn chaos into clean books, clear cash flow, and confident decisions—by combining hands‑on accounting, rigorous FP&A, and modern systems.

NetSuite
QuickBooks
GAAP
SOX‑Ready
Excel/Power BI
99.8% on‑time monthly close
12–20% reduction in operating costs
2x faster billing & collections

What We Do

End‑to‑end finance support—from daily bookkeeping to CFO‑level strategy—delivered with an operator’s mindset.

CFO Services

Fractional CFO

Cash runway, pricing & margins, forecasting, board decks, banking & covenants, KPI design, and capital planning.

Accounting

Full‑Cycle Accounting

AP/AR, reconciliations, monthly close, payroll coordination, fixed assets, revenue recognition, and clean audit trails.

FP&A

Budgeting & Forecasting

Driver‑based budgets, rolling forecasts, variance analysis, scenario planning, and margin improvement programs.

Systems

Systems & Integrations

NetSuite, QuickBooks, payroll & HRIS, expense and billing automation, CRM/ops integrations, and data governance.

Controls

Controls & Audit Readiness

Policy frameworks, segregation of duties, close checklists, documentation, and preparation for audits or due diligence.

Advisory

Projects & Special

M&A support, cash‑to‑cash optimization, inventory and costing, pricing programs, and bespoke analytics.

Who We Serve

Owner‑led and private companies in complex, project‑heavy or multi‑entity environments.

Real Estate & Construction

Development, flips, property management, job‑costing, WIP, draws, and lender reporting.

Professional Services

Utilization, billable rates, SOW tracking, revenue recognition, and cash flow planning.

eCommerce & Inventory

COGS integrity, landed cost, inventory controls, and channel profitability analysis.

Selected Results

Representative outcomes from finance transformations and hands‑on operational fixes.

Estate‑Sale Unit Turnaround

From −$160k to break‑even in 90 days via pricing revamp, labor model reset, and KPI cadence.

Close in 5 Business Days

Reduced month‑end from 18 to 5 days; standardized reconciliations and introduced pre‑close checklists.

Collections < 25 Days

AR policy and billing automation cut DSO from 54 to 24 days; improved cash by $420k within a quarter.

How Engagements Work

Start with a diagnostic, then align the operating rhythm to your business cadence.

Discovery

Free consult to map goals, constraints, and systems.

Diagnostic

2–3 week assessment; deliver a prioritized roadmap.

Build

Stand up processes, dashboards, and team rituals.

Operate

We execute the rhythm: close, forecast, and review.

Engagement Models

Transparent options designed for different stages. We’ll tailor scope and cadence to your needs.

Diagnostic Sprint

$4k–$8k

2–3 weeks

  • Finance & systems assessment
  • Roadmap & KPI blueprint
  • Quick wins prioritized

Book Sprint

Fractional CFO

$4k–$12k/mo

Weekly cadence

  • Cash, forecast, board prep
  • Pricing & margin programs
  • Banking & covenant support

Start Fractional

Full‑Stack Accounting

Custom

Monthly close & ops

  • AP/AR, close, reconciliations
  • Billing & collections
  • Controls & audit readiness

Get a Quote

FAQ

Quick answers to common questions about scope, tools, and outcomes.

Do you work remotely or on‑site?

Primarily remote with structured onsite as needed for implementations, inventory counts, or team workshops.

Which accounting systems do you support?

NetSuite and QuickBooks as core, plus integrations across payroll, expense, CRM, and data visualization stacks.

How fast can you start?

Discovery calls are typically available within a few business days; diagnostic sprints can begin the following week.

Let’s Talk

Tell us a bit about your finance stack and goals. We’ll follow up within one business day.

Prefer email? [email protected]