Financial services built for growing businesses
All services are offered on a simple monthly retainer — no hourly billing, no surprise invoices. Just a reliable financial partner, every month.
CFO-level strategy without the CFO-level salary
A full-time CFO costs $200,000–$400,000 per year. Most businesses between $1M and $25M need the strategic financial thinking a CFO brings — but not necessarily a full-time hire.
As your Fractional CFO, Jeffrey works alongside your team on a monthly retainer — giving you the forecasting, financial modeling, and decision-support you need to grow with confidence.
Best fit: Businesses with $1M–$25M in annual revenue ready to make smarter financial decisions.
What's included
- Monthly cash flow forecasting and variance analysis
- KPI dashboard setup and ongoing monitoring
- Annual budgeting and multi-year financial projections
- Profitability analysis by product, service, or customer
- Financial reporting in plain English — not accountant-speak
- Strategic guidance on hiring, pricing, and growth decisions
- Bank and lender relationship support
- Regular 1:1 calls with your CFO (Jeffrey)
Accurate books. Every month. No surprises.
You can't make good decisions from bad data. Clean, up-to-date books are the foundation of everything — tax time, loan applications, cash flow planning, and knowing whether you actually made money last month.
We handle the day-to-day bookkeeping so you can focus on running your business, with monthly financials delivered and explained in plain language.
Best fit: Businesses of all sizes that want reliable books without the headache.
What's included
- Monthly transaction categorization and reconciliation
- Accounts payable and accounts receivable tracking
- Monthly financial statements (P&L, balance sheet, cash flow)
- Year-end books ready for your tax preparer
- Cloud-based accounting software (QuickBooks or Xero)
- Catch-up bookkeeping available for prior periods
Pay your people right — and on time, every time
Payroll mistakes are expensive — and not just in dollars. Late or incorrect paychecks damage employee trust and can trigger penalties from federal and state agencies.
We take payroll completely off your plate. From processing to tax filings to year-end W-2s, it's handled — accurately, on time, every time.
Best fit: Businesses of any size with employees or contractors to pay.
What's included
- Payroll processing for hourly and salaried employees
- Direct deposit setup and management
- Federal, state, and local payroll tax filing
- New hire onboarding and I-9/W-4 management
- Year-end W-2 and 1099 preparation
- Compliance monitoring and regulatory updates
Simple to get started
Book a discovery call
We spend 30 minutes learning about your business, your goals, and where your finances stand today.
Get a custom proposal
We put together a simple monthly retainer proposal tailored to exactly what your business needs — nothing more, nothing less.
We get to work
Onboarding is fast and straightforward. Within a few weeks, your finances are in good hands and you can finally stop worrying about the numbers.
Let's talk about your business
Book a free 30-minute discovery call and find out which services are the right fit for where you are right now.