$250k+ per year. Stop overpaying.
It costs $250k+ for a solid accounting & finance team full-time. Stop paying for the team and buy the outcome. Over 80% less when you go fractional and work with us.
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Case Studies
Southwest Utah Community Health Center
CFO services for 5 clinics covering over 300+ employees and a $19 million budget. Over the last 3 years yoy growth of 15% through strategic advisory totaling $25.12 million by year 3.
Port of Long Beach, California
Lee (on our Advisory Board) spent over 30+ years doing bookkeeping & accounting for Port of Long Beach. This included being on a nimble team handling an annual budget of $677.5 million by 2021 before retiring from there.
Who We Serve
Your business revenue is at least $500k annually.
Specialty is construction, civil engineering, real estate and healthcare.
You hate doing your numbers and guessing costs you - especially with the IRS.
You agree to share info on time and meet with us 2x a month to stop money leaks and proactively plan ahead.
Services
Bookkeeping
You hate doing your numbers and guessing costs you – especially with the IRS.
Accounting
CFO
We look forward financially in time to ensure you have enough cash to keep the doors open. We take it a step further and work with you to ensure you proactively plan and estimate financial budgets for things and people that matter to you in your business.
Tax Planning
Quarterly tax planning ensures you keep more of what you earn. Proactive tax strategies ensures we identify opportunities, liabilities, write-offs, and everything in between so you’re not surprised with your tax bill.
Monthly Pricing
Basic
Best if you already have an accounting team and ONLY need a CFO. Get expert advice and reports monthly.
- 2x monthly advisory meetings
- Meet with a CFO who has dealt with over $100 mm in last 5 years alone.
- Analyzes the financial statements given to us by your accounting team.
Starter
Great if you don’t like numbers and want an accounting and finance team. We fix money leaks fast and ensure your financial success long-term
- Monthly Bookkeeping
- Monthly Financial Statements
- 2x monthly advisory meetings with CFO and Accountant / Controller
- Quarterly Tax Planning
- Dedicated Customer Success Rep
- 48 hour Response Time
Premium
Best if you want a full accounting/finance team along with creating a memorable customer experience. Min. $1 mm in revenue.
- Monthly Bookkeeping
- Monthly Financial Statements
- 2x monthly advisory meetings with CFO and Accountant / Controller
- Quarterly Tax Planning
- Dedicated Customer Success Rep
- Same Day Response Time
- riority of scheduling monthly meetings
- UX audit monthly. Website, operations, customer forms, etc. improving client experience and accessibility.
- If in construction or civil engineering will provide x1 landscape or preconstruction drawing if given all specs / data monthly.
Monthly Pricing
Basic
Best if you already have an accounting team and ONLY need a CFO. Get expert advice and reports monthly.
- 2x monthly advisory meetings
- Meet with a CFO who has dealt with over $100 million in last 5 years alone.
SEE MORE
- Analyzes the financial statements given to us by your accounting team.
Starter
Great if you don’t like numbers and want an accounting and finance team. We fix money leaks fast and ensure your financial success long-term
- Monthly Bookkeeping
- Monthly Financial Statements
SEE MORE
- 2x monthly advisory meetings with CFO and Accountant / Controller
- Quarterly Tax Planning
- Dedicated Customer Success Rep
- 48 hour Response Time
Premium
Best if you want a full accounting/finance team along with creating a memorable customer experience. Min. $1 mm in revenue.
- Monthly Bookkeeping
- Monthly Financial Statements
SEE MORE
- 2x monthly advisory meetings with CFO and Accountant / Controller
- Quarterly Tax Planning
- Dedicated Customer Success Rep
- Same Day Response Time
- Priority of scheduling monthly meetings
- UX audit monthly. Website, operations, customer forms, etc. improving client experience and accessibility.
- If in construction or civil engineering will provide 1-4 landscape or preconstruction drawngs if given all specs / data monthly.
Don’t Let Numbers Hold You Back
Tired of doing everything on the fly and guessing on important financial metrics and forecasts?
