Fractional CFO

Strategic financial guidance to grow and manage your business with confidence.

Perfect for business owners ready to optimize their financial performance.

Our Fractional CFO services provide hands-on financial management and actionable insights to help you scale, manage cash flow, and make smarter, data-driven decisions.

What You’ll Get:

When you choose Monthly Bookkeeping, here’s what we deliver:

  • Weekly Bookkeeping
    Every transaction recorded, categorized, and reconciled so your books are always accurate and up to date.

  • Monthly Financial Reports & KPIs
    Tailored, clear reports that include key performance indicators (KPIs) to measure progress and identify opportunities.

  • Budgeting, Forecasting & Cash Flow Management
    Proactive planning to manage your budget, forecast for the months ahead, and ensure healthy cash flow.

  • Monthly Financial Review Calls
    One-on-one calls to walk through your financials, explain the numbers, and ensure you understand the insights driving your business.

Starting at $2300 per month

Always Included:

No matter which service you choose, here’s what you can always count on:

  • Clear, Timely Communication
    Fast responses and proactive updates—you’ll never be left wondering where things stand.

  • Unlimited Email Support
    Have a question? Need clarification? We’re here to support you every step of the way.

  • Precision & Accuracy
    Your books are always double-checked for accuracy, so you can trust the numbers.

  • Attention to Detail
    From reconciling accounts to delivering reports, we handle every detail with care.

  • Your Success, Our Priority
    We treat your business finances like our own—because we care about your growth and peace of mind.

What to Expect with Fractional CFO:

1. Initial Setup & Review
We assess your current bookkeeping, set up systems, and get everything in order.

2. Custom Financial Strategy: Creating a tailored plan with clear financial goals and actionable steps.

3. Ongoing Financial Analysis: Regular reviews of your reports, forecasts, and cash flow for continued growth.

4. Quarterly Check-Ins
We connect quarterly to walk you through your numbers and answer any questions.

How to Get Started

1. Tell Us About Your Business

Fill out a quick form to share your bookkeeping needs. We’ll review and we’ll reach out with a link to book a free alignment call.

2. Alignment Call

We’ll hop on a call to ensure we’re a great fit. This is about getting to know each other and understanding your needs so we can ensure your goals and priorities align with our services.

3. Diagnostic

We’ll take a close look at your books to identify what’s needed and tailor a plan that’s specific to your business and goals for you to review & approve.

4. Onboarding

Once the plan is finalized, we’ll get you set up and running smoothly—handling the details so you can focus on your business with confidence.