Fractional CFO & Accounting
Vision in
Numbers
15+
Years experience
Full
Spectrum CFO
All
Major platforms
Full-spectrum financial leadership for growing businesses. We combine high-level CFO guidance with accurate, reliable accounting to give your business a complete financial foundation.
Ways to Work Together
Step 1
The Clarity Session
$5,000
One-time
Not sure where you actually stand? This is the diagnosis — clean books or messy ones, it tells you exactly what's going on and what to do next.
- A full financial deep-dive across your last 12 months (P&L, balance sheet, cash flow)
- A live 60-minute strategy call to walk through findings together
- Your top cash flow issues, identified and prioritized
- A written diagnostic report with a clear recommendation for your next step on the pathway
- Two weeks of email support for follow-up questions
Best for owners who don't know where to start, whether your books are in good shape or a mess.
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Step 2
The Threshold
From $7,500
Scales with how far behind things are and how many entities or accounts are involved
For businesses whose books aren't trustworthy yet. This is where every pathway actually starts.
- Full reconciliation across all bank, credit card, and lending accounts
- Clean, accurate categorization so your numbers reflect reality — including multi-entity structures
- Confirmed, real accounts receivable and payable balances
- A plain-language summary of what was fixed and what to watch, delivered with a working session to walk through it
Best for owners whose books are behind, messy, or not trusted enough to make decisions from.
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★ Most Requested
The Pathway Map
$10,000
One-time
A custom forecast that shows you exactly what's coming, and when.
- Your custom 13-week cash flow forecast, delivered as an editable file before your call
- Best-case / worst-case / most-likely scenarios modeled within the 13 weeks
- A live Zoom session walking through how to use it and the logic behind every line
- Two follow-up calls once you've started using it, to answer questions and adjust
- Yours to keep and reuse for future forecasting
Best for owners who need a clear, high-confidence plan for the next quarter.
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Ongoing
The Partnership
From $12,000/mo
Scales with revenue and complexity
Ongoing fractional CFO support built for businesses that need a strategic finance partner, not just a bookkeeper.
- Weekly cash flow forecast updates and strategy touchpoints
- Monthly financial reporting (P&L, balance sheet, cash flow)
- Board- and investor-ready reporting and KPI dashboarding
- Direct access between calls for time-sensitive decisions
Best for owners who want an ongoing partner, not a one-time fix.
Get Started
Exact delivery timelines are confirmed at checkout based on your specific engagement. The pathway forward starts with one step.
Our Services
01
Financial Strategy
From budgeting and forecasting to long-term financial roadmaps, we help you make informed decisions that drive sustainable growth.
02
Cash Flow Management
We build systems to monitor, forecast, and optimize cash flow so you stay ahead of obligations and plan for opportunities.
03
Financial Reporting
Timely, accurate, and insightful reports transform raw numbers into decision-making tools and KPI dashboards.
04
Tax Strategy
We coordinate with tax advisors to ensure your structure and planning strategies are tax-efficient and compliant.
Let's bring your
financial vision
to life
Ready to bring clarity and confidence to your finances? Schedule a confidential consultation today.
Email
Elizabeth@cbacct.com
Phone
(734) 209-4473