Frequently Asked Questions

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 We offer a range of financial services designed for Main Street businesses, including:

• Monthly Financial Packages: From essential bookkeeping to strategic financial guidance.
• One-Time Services: Cash flow mastery, financial clean-ups, and strategic planning sessions.
• Fractional CFO Services: For businesses looking to scale, improve profitability, or prepare for an exit. Whether you're looking for basic financial support or long-term strategic planning, we tailor our services to meet your business needs.

Our services are designed for Main Street businesses with $100k to $5M in revenue. We work with service-based industries such as:

• Professional Services
• Retail
• Health & Wellness
• Home & Property Services
• Automotive Services

If you're a small to midsize business looking for financial clarity, growth, and long-term sustainability, we're here to help.

A fractional CFO provides high-level financial leadership and strategic guidance without the cost of hiring a full-time CFO. We help you:

• Improve profitability
• Manage cash flow
• Create long-term financial strategies
• Prepare for business transitions or exits

With a fractional CFO, you get the expertise needed to drive growth while staying cost-effective.

While bookkeeping involves day-to-day financial record keeping, financial transformation goes beyond that. Our transformation services include:

• Strategic financial planning
• Profitability optimization
• Cash flow management
• Long-term business growth strategies

We provide a holistic approach to your finances, ensuring your business not only runs smoothly but also grows sustainably.

If you’re experiencing any of the following challenges, it’s a good time to reach out:

• Struggling with cash flow
• Unclear on your profitability
• Lack of financial planning or forecasting
• Preparing to scale or transition your business
• Feeling overwhelmed by tax planning or compliance

We offer a free financial health consultation to assess your needs and determine how we can help you best.

During your free 30-minute consultation, we’ll:

• Discuss your business’s current financial situation.
• Identify key challenges or opportunities for improvement.
• Provide initial insights into how our services can help.
• Offer actionable next steps to achieve your financial goals.

It’s a low-pressure, value-driven conversation aimed at giving you clarity on your next steps.

The timeline depends on the services you choose and your business’s current financial state. However, many clients see immediate improvements in cash flow management and profitability within the first 3 months of working with us. For long-term growth strategies, we work together over time to ensure sustainable success. 

Absolutely! We offer one-time services like financial clean-ups and cash flow mastery sessions to address immediate needs. Many clients start with these services before transitioning to a more comprehensive monthly package as they see the value we provide. 

We offer tiered monthly pricing based on the size of your business and the level of service you need:

• Essential Financial Services: For businesses needing bookkeeping and foundational support.
• Growth-Focused Services: For growing businesses needing cash flow management and profitability strategies.
• Strategic Financial Partnership: For businesses requiring fractional CFO services, long-term planning, and exit readiness.

Our pricing is designed to scale with your business, ensuring you get the right level of service without overpaying.

Getting started is easy! You can:

• Schedule your free consultation [link to booking page].
• Download one of our free resources to start improving your financial health today.
• Contact us directly for more information on how we can help your business achieve financial clarity and growth.

We’re here to guide you every step of the way.

If you didn’t find the answer you’re looking for, feel free to reach out to us directly. We’d be happy to help clarify anything you need.