Someone who knows your numbers before the decision.

Growth usually means more payroll, more inventory or materials, and more money owed to you before it arrives. Revenue can rise while cash falls.

We help you stay ahead of cash needs, budgets, major expenses and financial pressure points, so the next shortfall is something you see coming.

Look at the numbers before hiring. We review what the role costs fully loaded, what it has to produce to pay for itself, and what it does to cash in the months before it does.

Sometimes the answer will be yes. Sometimes there will be questions you haven’t considered. And sometimes the numbers may say it isn’t the right time.

A fractional CFO and COO gives an owner-operated business senior financial and operational judgment without a full-time executive salary.

In practice that means someone who knows your numbers, sits in on the big decisions, and is available when an important question comes up, for businesses that have outgrown basic bookkeeping but don’t need a full-time CFO.

Yes. Running a business can involve a CPA, attorney, banker, insurance professional, payroll company, bookkeeper and other specialists.

We help make sure the right people are involved, the financial side stays organized, and you understand how the pieces fit together, so you’re not the one relaying messages between them.