Services
One firm. Three executive lanes. Pick where to start.
Fractional CFO, CAIO (practical AI and the systems underneath it), and tax, coordinated under one relationship. Start with the lane that hurts most today; we plug in accounting, dashboards, and specialty work where it fits.
Primary offers
Fractional executive bench
Fractional CFO
Board-ready finance, forecasting, and strategic leadership for $200Kâ$50M operators.
Learn moreFractional CAIO
Practical AI on the systems you already run. Team training, data fixed underneath, and deployment on your highest-return process. Starts with a $2,000 diagnostic.
Learn moreTax
Forward-looking planning, returns, estimates, and filings aligned with your books, not April surprises.
Learn moreOperations & specialty
More ways we plug in
These lines pair with the three executive lanes, or stand alone when that matches your stage.
Systems to Scale cohort
Six weeks, one workflow fixed. $2,500 per seat, eight seats
Accounting & bookkeeping
Monthly close, AP/AR, controller discipline
Financial dashboards, Boardroom Vitals
Cash, margin, KPI scorecards connected to your GL
QuickBooks company files
Cleanup, migration, and Desktop file rebuilds
CFO training & mentorship
Develop the next generation of Fractional CFOs
Industries we serve
Sector-specific context
Resources & guides
Templates, checklists, and selection frameworks
Trust
30-day, no-questions cancellation on standard engagements. Serving growing businesses since 2012 across 50+ industries, with finance, automation, and ERP fluency on the same bench.
Get Started Today
Ready to Take the Next Step?
Book a free, no-pressure discovery call. You will speak directly with a member of our leadership team, not a salesperson.