Built For Business Owners Who Are Done Guessing.
Every service we offer starts with the same question — what does this owner actually need to move forward? Not what looks good on a proposal. Not what’s easiest to bill. What actually moves the needle for this specific business and the person running it. Here’s how we help.
01.
Trades Profit Sprint
Six weeks of real fractional CFO work inside your business. We dig into your margins, your lead math, your tax position, and your cash flow — and build you a clear plan to fix what's holding you back.
Investment: $6,500 — $9,800 depending on scope.
02.
Fractional CFO Retainer
An ongoing financial partner who actually knows your business. One standing call per month, KPI dashboards, unlimited access between calls, and someone in your corner for every major decision.
Starting at $1,500 per month.
03.
Tax Strategy and Preparation
Proactive tax planning and preparation for business owners and their families. We handle business returns, personal returns, and year-round strategy — so April is never a surprise.
Business returns starting at $1,000. Contact for quote.
04.
Bookkeeping and Accounting
Clean books, monthly financial reporting, and someone who actually explains what the numbers mean. We handle the accounting so you can focus on running the business.
Starting at $500/mo based on volume and complexity.