Fractional CFO
Strategic finance support without the full-time hire. Forecasting, fundraising prep, and the answers you need to make real decisions.
The Questions Bookkeeping Can't Answer
Your books are clean. Your P&L is accurate. But you’re still stuck. Can you afford to hire two people or just one? What happens to cash flow if that big contract falls through? Is your pricing actually working or are you slowly bleeding margin?
Bookkeeping tells you what happened. A CFO helps you figure out what to do next. Most startups and small businesses can’t justify a $200K finance executive. But the questions don’t wait until you can.
Strategic Finance
Strategic Finance
Scenario modeling, cash flow forecasting, pricing analysis, and budget planning. The work that turns numbers into decisions.
When You Need It
When You Need It
Monthly retainer or quarterly engagement. You get senior finance support on a schedule that fits your stage and budget.
Fundraising Is a Different Game
Investors don’t just want to see your financials. They want to see that you understand them. They ask questions designed to expose founders who don’t know their numbers. How you answer matters as much as the numbers themselves.
We’ve helped clients raise over $30 million. We’ve sat across the table from VCs and lenders. We know what they’re looking for and what makes them walk away.
Investor-Ready Financials
Investor-Ready Financials
Historical financials that hold up to scrutiny. Projections that are defensible. A data room that doesn’t embarrass you when they start digging.
Due Diligence Support
Due Diligence Support
When the questions come, we help you answer them. Cap table cleanup, financial model review, and the back-and-forth that happens before a term sheet.
What This Looks Like
You get a finance partner who knows your business. Someone you can call when a decision needs to be made and the numbers matter. Not a junior analyst learning on your dime. Not a consultant who disappears after the slide deck.
We join your calls when it’s useful. We build the models you actually need. We tell you what the numbers mean and what you should do about it.
Regular Check-Ins
Regular Check-Ins
Monthly or weekly depending on your needs. We review the numbers, flag what matters, and help you plan ahead.
Direct Access
Direct Access
Slack, phone, email. When a question comes up, you get an answer. No ticket system, no three-day wait.
Utah's Trusted Bookkeeping Firm
First Step:
Start With a Call
Tell us what's going on and we'll let you know if we can help. We'll ask a few questions and give you a straightforward quote.