Fractional CFO

Senior financial guidance for growing businesses, without the full-time salary

Your books are up to date. You file on time. But when it comes to the big questions, like Can we afford to hire? Why is cash tight when we’re busy? Are we actually making money on that work?, you’re still relying on gut feel.

That’s where a fractional CFO comes in.

You get an experienced finance professional in your corner who turns your numbers into decisions, for a fixed monthly fee instead of a six-figure salary.

What a fractional CFO does for you:

  • Tells you what your numbers mean: You get monthly financial reports with plain-English commentary, not just a stack of reports.

  • Shows you what’s coming: Cash flow forecasts mean you see the pinch points months ahead, not the week payroll is due.

  • Helps you plan: Budgets, scenarios and targets give you a clear picture of where the business is heading.

  • Gives you a sounding board: You have someone who knows your figures inside out before you make big decisions.

WHY IT MATTERS:

Numbers on their own don't tell you much - it's understanding them that helps you make good decisions.

Clear reporting helps you spot problems early, catch opportunities you might otherwise miss and adapt as your business and the market change. I turn your raw financial data into information you can actually use to run your business with confidence.

WHY BOOKKEEPING4YOU USA?

With over 28 years in bookkeeping and accountancy, I’ve seen how businesses succeed and where they run into trouble.

I personally oversee every client relationship, so you’ll always deal with someone who knows your business, not a different face every month.

THIS SERVICE IS A GOOD FIT IF:

  • Your business brings in roughly $1m - $10m in annual revenue

  • You’ve outgrown “the books and the tax return” but don’t need a full-time CFO

  • You’ve raised funding and need it managed and reported properly

  • You want to make decisions based on numbers, not gut feel

Please note: I manage and report on your funding, but I don’t raise it. Fundraising, investor pitches and M&A are outside the scope of this service.

Your trusted partner in bookkeeping and monthly financial reporting, helping businesses stay organized, efficient and financially empowered. Contact us today to simplify your financial management.

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