CFO Services

Clarity. Strategy. Growth.

Our CFO services provide strategic financial leadership to help you make smarter decisions, improve profitability, and scale with confidence. Whether through a fractional or outsourced model, we act as a trusted partner to guide your business forward.

A fractional CFO offers executive-level financial expertise, ideal for growing businesses, companies in transition, or those preparing for major financial milestones without the need for a full-time hire.

What We Offer

Fractional CFO Services

Make smarter financial decisions with strategic guidance that drives growth, improves profitability,

Guidance on hiring, pricing, and expansion decisions
Support for major financial events and transitions
Cash flow and working capital optimization
Financial systems and process improvement
Direct access for ongoing questions and strategic input

Strategic Financial Planning

Turn your financial data into a clear roadmap for the future with proactive planning and performance tracking.

Annual and quarterly financial planning
KPI tracking and performance measurement
Scenario modeling for growth and risk planning
Cost reduction and efficiency identification
Ongoing alignment with business goals

Advisory & Decision Support

Confidently navigate key business decisions with expert financial insight and hands-on support.

Monthly or quarterly strategy sessions
Board and investor-ready reporting
Scenario planning for major decisions (hire, expand, acquire)
Risk identification before it becomes a problem
A second set of eyes on every major financial call

Pricing

Most small businesses lose thousands each year due to messy books and avoidable tax issues. Clean, reliable bookkeeping costs less than one bad decision.

Essential

Simple bookkeeping

$500 to $750 / Month

Monthly bank and card reconciliation
Expense categorization
Monthly financial statements
1 business day support

Best for freelancer and solo owners under $100K annual revenue

Professional

Supports growth

$750 to $1,000 / Month

Everything in Essential
AR and AP Tracking
Quarterly Performance Summary
Priority Support

Best for growing business with multiple accounts

Premium

Advanced support and Accounting

$1,000 to $1,500 / Month

Everything in Professional
Custom KPI Dashboard
Accrual, payroll and loan tracking
Monthly video walkthrough
CPA-ready books for tax time
Monthly 1:1 Q&A

Established businesses with complex accounting

TierOne CFO

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