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.
How We Work
Precision at
every stage
Our engagement process is designed to integrate seamlessly into your business — from the first conversation to ongoing reporting.
01
Initial Consultation
We discuss your objectives, current state, and outline a preliminary scope before any engagement begins.
02
Financial Assessment
A thorough review of your existing systems, books, and processes to identify gaps and opportunities.
03
Strategy & Engagement
We build and implement a tailored plan with clear deliverables, timelines, and reporting cadence.
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.
Ways to Work Together
Step 1
The Clarity Session
$500
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.
- 60-minute video sent directly to you, no live call required
- Your top 3 cash flow issues, identified
- A clear recommendation for your next step
Best for owners who don't know where to start, regardless of book condition.
Get Started
Step 2
The Threshold
From $1,200
Scales with scope
For businesses whose books aren't trustworthy yet. This is where every pathway actually starts.
- Full reconciliation of bank and credit card accounts
- Clean, accurate categorization
- Confirmed AR and AP balances
- Plain-language summary of what was fixed
Best for owners whose books are behind, messy, or untrustworthy.
Get Started
★ Most Requested
The Pathway Map
$1,500
One-time
A custom forecast that shows you exactly what's coming, and when.
- Custom 13-week cash flow forecast as an editable file
- Recorded Zoom walkthrough of the logic
- One follow-up call once you're using it
- Yours to keep and reuse
Best for owners who need a clear plan for the next quarter.
Get Started
Ongoing
The Partnership
From $3,500/mo
Scales with revenue
Ongoing fractional CFO support, so you're never managing cash flow alone.
- Monthly cash flow forecast updates
- Monthly P&L, balance sheet, cash flow reporting
- Two recorded Zoom strategy calls per month
- Lender- and partner-ready reporting on request
Best for owners who want an ongoing partner, not a one-time fix.
Get Started
Exact delivery timelines confirmed at engagement. The pathway forward starts with one step.
Frequently Asked
How do we get started?
Reach out for an initial consultation. We'll discuss your objectives, outline a preliminary scope, and agree on next steps.
Can you work with our existing software?
Yes. Our team is fluent in all major platforms and can integrate seamlessly with your current systems.
What is your billing process?
Services are invoiced on milestone or monthly cycles, depending on the nature of the engagement.
Do you work remotely?
Absolutely. We work with clients across the country and adapt our reporting cadence to your timezone.
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