Ongoing Stewardship for Financial Discipline and Direction.
Membership is designed for clients who want continued guidance after completing a core service. It reinforces sound habits, disciplined decision-making, and long-term awareness once your financial foundation is in place.
Ongoing Financial Support, Built To Scale With You
Membership is designed for operators who want consistent financial oversight, clean reporting, and structured guidance month to month. Choose the tier that matches the level of support and access your operation requires.
- QuickBooks management and monthly maintenance
- Transaction categorization and cleanup
- Bank and credit card reconciliations
- Accounts receivable and accounts payable tracking
- Monthly P and L and balance sheet reporting
- Monthly financial review session
- Everything included in Foundation
- Monthly strategy call for planning and decisions
- Cash flow tracking and monthly oversight
- Annual budget creation and monitoring
- KPI tracking with focused performance targets
- Expense ratio monitoring and optimization support
- Biweekly CFO sessions for financial direction
- 90 day rolling cash flow forecasting
- Profit margin diagnostics and driver analysis
- Break even analysis and expense efficiency review
- Revenue concentration analysis and risk visibility
- Capital readiness planning and banking support
- High touch executive financial partnership
- Advanced scenario modeling and scale planning
- Expansion strategy and forecasting oversight
- Compensation strategy and hiring ROI modeling
- Debt structuring advisory and capital strategy
- Quarterly strategic intensives and priority access
Ongoing CFO Oversight With Clear Expectations
Membership is designed for operators who want their finances kept clean, current, and strategically guided month to month. Each tier increases the level of oversight, reporting, and advisory access so your operation can scale with clarity.
FAQs
Foundation and Stewardship+ include ongoing QuickBooks management with consistent reporting. Command and Signature are fractional CFO tiers that add forecasting, diagnostics, and higher touch advisory.
If your books are already clean and current, we can onboard directly. If not, we will recommend a short cleanup or diagnostic first so reporting is accurate from day one.
Those tiers are designed for growing and high complexity operations. A brief call ensures the scope fits, confirms access needs, and aligns expectations before engagement.
Yes. Most clients start with control and then move upward as revenue, payroll, and financial decisions become more complex.
Ready for consistent financial stewardship?
Membership is designed for clients who want ongoing guidance, accountability, and disciplined decision-making after completing a core service. If you’re ready to stay intentional and avoid drifting, this is where that continues.