More clients. More team. More pressure to get it right.
We help scaling service businesses clean up their books, forecast their future, and protect their cash—without hiring a full-time CFO.
More clients. More team. More pressure to get it right.
We help scaling service businesses clean up their books, forecast their future, and protect their cash—without hiring a full-time CFO.
Growth should feel strategic—not like flying blind
You’ve got a growing team, rising revenue, and real responsibilities. But without clear cash flow forecasting, tax planning, or someone to gut-check the numbers, it can start to feel like every decision is a risk.
Will we have enough for payroll?
Can I afford to hire again?
Is my reserve where it should be?
What happens if I guess wrong?
And when those guesses lead to big tax bills or cash shortfalls, the stress multiplies fast—especially when others are counting on you to get it right.
You’ve outgrown basic bookkeeping, a CPA you only hear from at tax time, or a fractional CFO who sends reports but doesn’t give you real strategic insight. You deserve a partner who sees the full picture, fills in the gaps, and helps you lead with clarity.
Growth should feel strategic—not like flying blind
You’ve got a growing team, rising revenue, and real responsibilities. But without clear cash flow forecasting, tax planning, or someone to gut-check the numbers, it can start to feel like every decision is a risk.
Will we have enough for payroll?
Can I afford to hire again?
Is my reserve where it should be?
What happens if I guess wrong?
And when those guesses lead to big tax bills or cash shortfalls, the stress multiplies fast—especially when others are counting on you to get it right.
You’ve outgrown basic bookkeeping, a CPA you only hear from at tax time, or a fractional CFO who sends reports but doesn’t give you real strategic insight. You deserve a partner who sees the full picture, fills in the gaps, and helps you lead with clarity.
What You’ll Walk Away With
Forecasting You Can Actually Use
We’ll map out your cash flow, reserves, taxes, and hiring runway—so you always know what’s safe to spend, what needs to be set aside, and what’s coming next.
Financial Strategy That Grows With You
You’ll get more than reports—we’ll meet regularly to help you make smart, confident decisions about team growth, pricing, expenses, and profit distribution.
A Financial Partner Who Thinks Like a Founder
We’ll flag what you don’t know you’re supposed to know—from tax surprises to employee pay practices—so nothing slips through the cracks while you scale.
What You’ll Walk Away With
Forecasting You Can Actually Use
We’ll map out your cash flow, reserves, taxes, and hiring runway—so you always know what’s safe to spend, what needs to be set aside, and what’s coming next.
Financial Strategy That Grows With You
You’ll get more than reports—we’ll meet regularly to help you make smart, confident decisions about team growth, pricing, expenses, and profit distribution.
A Financial Partner Who Thinks Like a Founder
We’ll flag what you don’t know you’re supposed to know—from tax surprises to employee pay practices—so nothing slips through the cracks while you scale.
From forecasting to tax planning, team costs to contractor compliance
I’ll help you lead with fewer question marks and more control.
From forecasting to tax planning, team costs to contractor compliance
I’ll help you lead with fewer question marks and more control.
How It Works
Start getting strategic financial support in just a few steps.
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We’ll talk through your business, your current financial systems, and what kind of support you actually need.
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We’ll clean up what’s messy, organize what matters, and start giving you visibility where it counts—without adding more to your plate.
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You’ll get financial strategy that evolves with your business—so you can hire, grow, and lead with confidence.
How It Works
Start getting strategic financial support in just a few steps.
-
We’ll talk through your business, your current financial systems, and what kind of support you actually need.
-
We’ll clean up what’s messy, organize what matters, and start giving you visibility where it counts—without adding more to your plate.
-
You’ll get financial strategy that evolves with your business—so you can hire, grow, and lead with confidence.
Get the Financial Partnership Your Business Deserves
Whether you're leading a lean team or scaling fast, these service tiers give you strategic support, cash flow clarity, and oversight of your financial systems—so everything works together as your business grows.
Pricing is based on consulting businesses with annual revenue between $500,000 and $5 million.
Monthly CFO
$2,000–$8,000/month
For agencies that want a strategic financial partner at the table every month.
QuickBooks bookkeeping
Monthly CFO meetings
12-month forecasting for cash flow + profitability
Hiring runway planning + cash reserve tracking
Tax strategy coordination and scenario planning
Oversight of your financial tech stack
Collaboration with your current CPA
Quarterly CFO
$1,500–$6,000/month
Forward-looking financial strategy—with a quarterly cadence
Everything in Concierge Bookkeeping
Quarterly CFO meetings
12-month forecasting + reserve planning
Guidance on hiring, owner pay, and quarterly tax estimates
Ongoing support from someone who actually understands your financial tech stack
Concierge Bookkeeping
$1,000–$5,000/month
For agencies that need clean, tax-ready books and financial systems that actually work together.
QuickBooks bookkeeping
Monthly reporting with trends + variance insights
Tax-ready books
Financial partner, at the ready
Get the Financial Partnership Your Business Deserves
Whether you're leading a lean team or scaling fast, these service tiers give you strategic support, cash flow clarity, and oversight of your financial systems—so everything works together as your business grows.
Pricing is based on consulting businesses with annual revenue between $500,000 and $5 million.
Monthly CFO
$2,000–$8,000/month
For agencies that want a strategic financial partner at the table every month.
QuickBooks bookkeeping
Monthly CFO meetings
12-month forecasting for cash flow + profitability
Hiring runway planning + cash reserve tracking
Tax strategy coordination and scenario planning
Oversight of your financial tech stack
Collaboration with your current CPA
Quarterly CFO
$1,500–$6,000/month
Forward-looking financial strategy—with a quarterly cadence
Everything in Concierge Bookkeeping
Quarterly CFO meetings
12-month forecasting + reserve planning
Guidance on hiring, owner pay, and quarterly tax estimates
Ongoing support from someone who actually understands your financial tech stack
Concierge Bookkeeping
$1,000–$5,000/month
For agencies that need clean, tax-ready books and financial systems that actually work together.
QuickBooks bookkeeping
Monthly reporting with trends + variance insights
Tax-ready books
Financial partner, at the ready
What Agency Owners Are Saying
What Agency Owners Are Saying
You’ve outgrown piecemeal financial support
Let’s build a system that helps you lead with clarity—across cash flow, hiring, taxes, and strategy.
You’ve outgrown piecemeal financial support
Let’s build a system that helps you lead with clarity—across cash flow, hiring, taxes, and strategy.