Senior finance leadership, sized to the moment
Whether you need someone in the seat next Monday, a CFO a few days a month, or a buyer's first 100 days handled, the work is done by a CPA who has run month-end close and board reporting from the inside.
Talk about coverageReply within one business day · Fixed fee in writing · No obligation
Coverage when the seat is empty
A departure, a leave, a system change, or a close that has fallen behind. We step in, stabilize the close, and hand off cleanly to your permanent hire.
- Month-end close, reconciliations and journal entries
- Cash management and AP/AR control
- Variance commentary for leadership and the board
- Audit and tax-season support
- Process documentation and hiring support for the permanent role
Controller and fractional CFO
Controller services
- Accrual-basis monthly close by a set day
- Balance sheet reconciliations
- Monthly financial package with KPIs
- Payroll, sales tax and 1099 oversight
Fractional CFO
- Rolling 13-week cash forecast and annual budget
- Pricing, margin and unit economics
- Bank and lender relationships, covenant reporting
- Board and owner reporting
- Includes controller oversight
Build value you can actually sell
CEPA-certified exit planning: an exit readiness assessment ($7,500), sale-readiness CFO leadership (from $8,500/mo), and value acceleration programs (from $4,500/mo). More for owners →
Post-close 100-day package
The handoff from seller to buyer is where books break. We make the first 100 days boring in the best way.
- Opening balance sheet and purchase accounting support
- Chart of accounts and close calendar
- First three monthly closes
- 13-week cash forecast
- Lender covenant and SBA reporting calendar
- Hand-off to your team or ongoing controller services
Need coverage soon?
Tell us what's open and when. We'll reply within one business day.