I take you on as a traditional monthly CFO client. I connect your firm’s QBO / Xero to Fathom and build you cashflow projections for your firm. We meet monthly to review the cashflow opportunities (and risks) at your firm, as well as talk through any strategic changes you’re considering.

In between meetings, you have direct access to me via email.

This can be a short-term or long-term relationship depending on your needs.

• Accounting firms nearing or growing past $1M+.

• Firms navigating acquisitions, hiring, repricing, shedding clients, etc.

• Firm owners struggling to understand their cashflow.

• Firm owners who want to better understand my fractional CFO methodology.

This is not intended for firm owners just starting out (< 1 yr in business) or those thinking about starting an accounting firm. If this is you, feel free to check out Aligned Accountants.

As we navigate cashflow planning for your own firm, you get exposure to my planning style, the Fathom software, and templates so that you can, potentially, roll out CFO services into your own firm offerings.

Monthly pricing ranges from $795 - $1,295 based on your firm’s size and complexity.