Services
Fractional CFO Services
Gain clarity, drive strategy, and lead with confidence—financial expertise built for growth.
Clicks to Cashflow
9800
A 6-week, done-with-you CFO program built exclusively for businesses that are great at selling but want to be great at keeping profit, too.
This isn’t generic accounting or after-the-fact bookkeeping.
It’s a forward-focused profit strategy that gives you:
- Clear, actionable financial insights
- Product & channel profitability breakdowns
- Cash flow Mastery
- A profit growth plan
Most CFO services look backwards. I help you design the future of your business — one where you’re scaling with clarity.
Fractional CFO
1500+/month
A monthly, done-for-you CFO partnership designed for businesses that want more than bookkeeping — they want clarity, strategy, and control over their profit and cash flow.
This isn’t just compliance or reports that sit in a drawer.
It’s ongoing, forward-focused financial leadership that gives you:
- CFO strategy calls
- Cash flow forecasting
- P&L by Channel & Product
- Inventory planning
- Priority support & client portal
- Plug-and-play tools
Bookkeeping Packages
Smart, reliable support for businesses that work hard and grow fast.
Launch
375/month
For solo operators and startups who need clean books and basic reporting.
Includes:
- Setup and maintenance of your QuickBooks Online
- Monthly data entry & categorization of up to 100 transactions
- Monthly reconciliation of up to 2 bank/credit card accounts
- Profit & Loss and Balance Sheet reports
- Client Portal for document sharing and support
One-time Onboarding Fee: $200
Scale
750/month
For growing businesses that need hands-on support and dependable financial tracking.
Includes everything in Launch, plus:
- Accounts payable and receivable tracking
- Up to 4 bank/credit accounts + 1 loan account
- Up to 250 transactions per month
- Monthly check-in & financial summary
- Client Portal + phone support
One-Time Onboarding Fee: $350
Summit
1200/month
For established businesses ready to scale and make informed decisions.
Includes everything in Scale, plus:
- Unlimited bank/credit card accounts
- Up to 550 transactions
- Job costing or class tracking
- Cash flow forecasting & budget planning
- Monthly strategy session
- Tailored financial insights and visual reports
- Priority support + Client Portal
One-Time Onboarding Fee: $500
Payroll Services
Starting at 150/month
- Payroll Services 1 - 10 employees
- Payroll for larger teams
- Federal and state payroll tax filings (941, 940, state withholding)
- Year-end payroll forms (W-2s, W-3, 1099-NECs)
Add-Ons
Contact for pricing
- Cleanup of QuickBooks file
- Catch-Up Bookkeeping
- Year-End Financial Prep
💡 Bundled Savings: Bookkeeping + CFO clients receive discounted onboarding.
IT, Cybersecurity & Automation
Smart, secure, and scalable tech solutions — no IT degree required.
🛡️ Cybersecurity & Infrastructure
- Secure network design & firewall implementation
- Operational Technology (OT) Cyber Security Risk Assessment
- OT network compliance (ISA/IEC 62443)
- Remote monitoring & threat response
⚙️ Industrial Automation & Controls
- PLC & SCADA programming and integration
- Oilfield-ready automation and control systems
- Field-to-office data syncing and workflow optimization
🔄 Process Automation & ERP Support
- ERP support, troubleshooting and training (D365, custom)
- Workflow digitization
- Tech stack alignment & automation
💬 All IT services are customized to your business, site, and sector. Please contact us for your customized quote. 💬 Let’s Build the Right Solution for You