CFO-lite Services

Clarity. Insight. Strategy. Growth.

Our Fractional CFO services give small businesses access to high-level financial insight without the full-time cost. We provide scalable support — from light advisory alongside your bookkeeping to deeper, hands-on financial strategy as your business grows. Whether you need help understanding your numbers, planning budgets, or making data-informed decisions, we adapt to your stage and goals. Think of it as CFO expertise that grows with you.

Schedule a no pressure free consultation with our lead advisor, Avarie, where she’ll spend 30 minutes getting to know you, your business, your current pain points, and goals.

Schedule a free 30min consultation
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Not quite ready for enhanced advisory support? We got you, see below for our simple (yet very vital) core bookkeeping services.

This is a great place to start especially if you plan to have a fractional CFO in the future so that you and your financial data are ready when the time is right.

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Bookkeeping Core Services Include:

  • Monthly Account Reconciliation

  • Transaction Categorization & Reconciliation

  • AR/AP Oversight

  • Bank & Credit Card Management & Reconciliation

  • Financial reporting (P&L statements, customer/product summaries, and more)

  • Period-Close

Talk to a certified QuickBooks Pro
Schedule a free 30min consultation
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  • Great! We’ll start with a no-pressure chat about your business, current pain points, and goals. This helps us understand if we're a good fit for each other.

  • We always suggest beginning with a (free) 30min consult - let’s get it all out on the table and decide together what makes sense for the best next step. Considerations will be: what are your short term and long term goals, timelines, resources, and where we can plug-in to provide immediate impact.