Our Services

Financial Reviews

  • We provide monthly or quarterly financial reviews to give business owners a clear, strategic understanding of how their business is performing — beyond just the numbers. We don’t just deliver reports — we interpret them, highlight trends, flag risks, and uncover opportunities to improve margins, cash flow, and growth. These reviews help you make confident, data-backed decisions and ensure your business stays on track financially.

  • Why it matters: Without regular financial reviews, you’re left guessing where your money is going, which areas are underperforming, and what decisions are actually moving the needle. Our reviews bring clarity, accountability, and strategic insight — all in plain language.

    Annual Budget & Forecast

  • We help you build a clear, realistic annual budget and financial forecast tailored to your business goals — so you can plan with confidence, not guesswork. Your budget becomes your roadmap. Your forecast shows what’s coming next. Together, they give you control over cash flow, hiring, expenses, and growth strategy — before problems arise.

  • Why it matters: Most small businesses run without a plan. That’s why they overspend, underprice, or miss opportunities. We fix that — with numbers that guide smart decisions, not just track them.

    Cash Flow Strategy

  • We build and maintain a rolling cash flow forecast so you can always see what’s coming — and act before it’s too late. From billing strategy to payment timing, we help you tighten your cash cycle and avoid surprises.

  • Why it matters: Profit doesn’t pay the bills — cash does. We help you manage your money proactively, so you can grow without stress.

    Custom Dashboard Builds

  • We design financial dashboards tailored to your business — no templates, no clutter. You’ll get a clear view of your key metrics, margins, and trends in one place so you can make faster, smarter decisions.

  • Why it matters: Most business owners only see their numbers once a month — and even then, they’re hard to interpret. Our dashboards turn raw data into clarity, helping you track what actually drives performance in real time.

    NumerIQ - Your AI CFO, On Demand

  • NumerIQ is your always-available CFO assistant — built to answer questions, flag risks, and provide strategic insight based on your business’s actual financials.

  • Why it matters: Business owners need answers fast — not just at month-end, and not just when they can reach their advisor. NumerIQ gives you an intelligent financial assistant that’s available anytime to answer questions, surface insights, and support smarter decisions between reviews. It doesn’t replace your fractional CFO — it makes them more powerful, more responsive, and more valuable.

Two men sitting at a table in a meeting, discussing data displayed on a laptop and printed charts, with a man pointing at the printed charts.
Computer monitor displaying graphs and data charts, surrounded by a calculator, documents, a calendar, a magnifying glass, and a speech bubble, representing data analysis and business metrics.