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Start USING Your Numbers to Grow

Fractional CFO Services
to helpo you SELL or SCALE your business

Feeling stuck financially?

  • You get financial reports from your accountant but have no idea how to actually USE them!

  • You can't "talk shop" with fellow entrepreneurs because your numbers are so unclear

  • You’re totally drained because you’re stuck on a hamster wheel to “make more” but feel like the cash is gone as fast as it comes in!

Image by Tamas Tuzes-Katai

Your business isn't broken. You just need a financial navigation system!

Don't play small.

Many business owners think that they are not 'at that level' in their business to work with a CFO, or think it's too much money to invest. They settle for a convenient or low cost option thinking that will save money.


But they stuff your brain with jargon and meaningless numbers - or worse - they don't respond.


You don't wait until a burglary happens before you install a security system, so why wait until you make lots of money (and mistakes) to build a financial system?

Shopping Spree

Now is the time to:

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Turn data into decisions 
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Maximize tax savings
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Improve cash flow

So, what do CFO services actually include?

Cash Flow Forecasting

Profitability is one thing, but you can be profitable and still be out of cash. We help you project weekly and monthly cash flow forecasts so you never run out of money. Wondering when to hire someone and how much you can afford to pay them? Curious about taking on a new line of credit? This is where we find those answers.


Key Performance Indicators & Metrics

Together we define your personal and professional goals and how to integrate them into your business operations. We help you define the key measurable items to track and how to hold your team (and yourself) accountable to making them happen.


Budgets & Projections

While we don't have a crystal ball, we do love a good spreadsheet. We can create projections for a specific initiative, project or customer so you can make sure you are pricing profitably and know what opportunities are a hell yes and hell no.


Financial Reporting

What good is great bookkeeping if the P&L is full of "Uncategorized Expenses?" We align the categories and accounts to your preferences so you can turn the data into decisions quickly. Need all customer acquisition costs grouped together to measure ROI and pay commissions? Need to see income and costs broken out by business line? No problem. We also have some pretty cool CFO dashboards to help you get on-demand insights.

Deep Dives

Got a burning question on inventory management, cost reduction or employee compensation plans? Using your data and metrics, we can do a deep dive into a specific area to help you make informed decisions in real time. We also have access to industry reporting and statistics to benchmark your data against others in your industry.

Bookkeeping Services

To make sound business decisions, you need reliable data. Our team will allocate your transactions and format your financial reports in the most effective way for you to consume data timely. We will update your books weekly and reconcile to your bank and credit card statements monthly. Note that we do not perform Accounts Receivable, Accounts Payable or Payroll services. We believe these vendor, customer and employee relationships should be managed by the company directly.

Have your own bookkeeper and want to keep them? No problem. We can work alongside them. We exclusively use QuickBooks Online for bookkeeping.

CFO Meetings

We meet twice per month for 30 minutes and once per quarter for an hour. Check-in calls are a time to keep us updated on current priorities and challenges so we can identify where to help. Quarterly planning calls include a review of key financial data against KPIs and goals. In between calls, we are available in your own slack channel with your team and ours so nothing gets missed.


Tax Preparation

This is what you probably associate with a typical CPA firm. We will ensure your business income tax filing is completed timely so you don't get hassled about those K-1s over the summer. We also handle sales tax filings for one state, or can recommend a trusted solution for businesses with larger reach. We will take care of your 1099 reports if we are the ones managing the bookkeeping year-round. We can also assist with your personal returns if needed for a small fee.


Tax Strategy

Being a business owner opens up so many opportunities for tax savings. We will explore current business tax strategies such as the S Corporation election, hiring your kids, the Augusta Rule, and an Accountable Plan reimbursement system.

Packages & Options

"Shannon and her team are a perfect fit for our small and growing business. We feel confident that we have the same - frankly, usually better - knowledge and expertise of a large firm paired with a more direct and personal relationship with a nimble team that has taken the time to deeply understand our company’s needs and goals."

 "I have felt nothing but tension and pressure with previous CPAs, but Shannon was different. She made my experience with her feel like a ton of bricks were lifted off my shoulders. A CPA THAT FINALLY SPOKE MY LANGUAGE!"

Get A Virtual CFO With a Powerful Plan For Your Business


  • Goal and priority setting

  • Reporting the way YOU need to see it

  • Action steps to achieve financial goals


  • Bookkeeping

  • Ongoing communication

  • Processes to scale


  • CFO dashboard

  • Cash flow forecast

  • Budgets and projections


  • Tax savings strategies

  • Business tax return prep

  • Tax planning sessions

Frequently Asked Questions

I don't make that much. What should I do?

Check out CFO ON DEMAND, our membership for growth-focused founders wanting to make their first $1MM. 

Can I just hire you for one month? 

Our services are billed month-to-month and you can cancel anytime. However, you don't get very good results from only working with a trainer for one month, right? We are in it for the long haul and want to get you the best results possible by being available to you as you grow. We recommend allowing 3-6 months for a proper onboarding, especially if bookkeeping catch-up is needed.

Can I just hire you for tax prep?

Tax prep means just filling out the tax forms. The true value comes in the strategy to help lower your tax burden. Otherwise, your tax preparer is just filling out a report of something we can no longer change. We offer tax strategy and prep for CFO clients only. Check out our Partners page for folks who can help with tax prep.

You can't out-exercise a bad diet - and your numbers are the same. You can't just focus on top line revenue and ignore your expenses and taxes. You need to understand ALL of your numbers to make better decisions.

Think your business has strong cash flow?

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