$250k+ per year. Stop overpaying.
It costs $250k+ for a solid accounting & finance team full-time. Stop paying for the team and buy the outcome. Over 80% less when you go fractional and work with us.
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Case Studies
Southwest Utah Community Health Center
CFO services for 5 clinics covering over 300+ employees and a $19 million budget. Over the last 3 years yoy growth of 15% through strategic advisory totaling $25.12 million by year 3.
Port of Long Beach, California
Lee (on our Advisory Board) spent over 30+ years doing bookkeeping & accounting for Port of Long Beach. This included being on a nimble team handling an annual budget of $677.5 million by 2021 before retiring from there.
Who We Serve
Your business revenue is between $250k - $7 million annually.
Specialty is construction, civil engineering, real estate and healthcare.
You hate doing your numbers and guessing costs you - especially with the IRS.
You agree to share info on time and meet with us 2x a month to stop money leaks and proactively plan ahead.
Services
Bookkeeping
You hate doing your numbers and guessing costs you – especially with the IRS.
Accounting
CFO
We look forward financially in time to ensure you have enough cash to keep the doors open. We take it a step further and work with you to ensure you proactively plan and estimate financial budgets for things and people that matter to you in your business.
Tax Planning
With over 50+ years of experience, stop overpaying the IRS or fearing penalties that impact your hard earned money.
We meet quarterly to ensure you are ready and we file your taxes for you so you can focus on what you do best.
Monthly Pricing
Essentials
Starts at $2595
Best if you already have an accounting team and ONLY need a CFO. Get expert advice and reports monthly.
- 1x Monthly Advisory meeting to ensure your on track with your money goals.
- Weekly reminder calls / texts if needed on assignments (if applicable)
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- Analyzes the financial statements given to us by your accounting team.
Constant
Great if you don’t like numbers and want an accounting and finance team. We fix money leaks fast and ensure your financial success long-term
- 1x Monthly Advisory meeting to ensure your on track with your money goals.
- Monthly Bookkeeping
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- Monthly Financial Statements
- Quarterly Tax Planning
- Dedicated Customer Success Rep
- 48 hour Response Time
- Weekly reminder calls / texts if needed on assignments (if applicable)
Freedom
Best if you want a full accounting/finance team along with creating a memorable customer experience. Min. $2 mm in revenue.
- 1x Monthly Advisory meeting to go ensure your on track with your money goals.
- Monthly Bookkeeping
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- Monthly Financial Statements
- Quarterly Tax Planning
- Dedicated Customer Success Rep
- Same Day Response Time
- Weekly reminder calls / texts if needed on assignments (if applicable)
- Priority scheduling meetings
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AI Agent:
- Set Up for phone calls and text.
- Ongoing Maintenance *must buy the software needed
- UX Audit Annually: Website, forms, operations, etc. improving client experience and accessibility.
- If in construction or civil engineering will provide 1-4 landscape or preconstruction drawings if given all specs / data monthly.
Don’t Let Numbers Hold You Back
Tired of doing everything on the fly and guessing on important financial metrics and forecasts?
