Financial Advisory Packages

Ensures your business maintains healthy cash flow, timely payments, and accurate financial records. As your Fractional CFO, we take ownership of your Accounts Payable (AP) and Accounts Receivable (AR) processes to reduce financial bottlenecks, eliminate errors, and improve liquidity. 

 Ensures your business is fully prepared for internal, external, lender, or IRS audits. We organize financial records, reconcile accounts, verify documentation, and prepare audit‑ready schedules. As your CFO partner, we streamline communication with auditors, respond to requests, and reduce the stress and disruption .

Restructures and organizes your accounting system for clarity, accuracy, and scalability. We eliminate duplicate accounts, correct misclassifications, align categories with industry standards, and create a clean financial foundation.  

Provides a dynamic, forward‑looking financial tool that projects revenue, expenses, cash flow, profitability, and growth scenarios. We build custom models tailored to your business, including best‑case, worst‑case, and expected outcomes.  

Integrates financial strategy with people operations. We support compensation planning, hiring forecasts, payroll structure, benefits cost analysis, org chart development, and performance metrics.  

Equips your business with lender‑ready or investor‑ready financial documentation. We prepare financial statements, projections, ratios, narratives, and supporting schedules required for loans, lines of credit, grants, or investment rounds.  

 We prepare accurate, compliant business tax returns for LLCs, S‑Corps, C‑Corps, and Partnerships. This includes reviewing financials, reconciling accounts, preparing required schedules, and filing federal and state returns.  We prepare and file 1099‑NEC and 1099‑MISC forms for contractors and vendors. This includes verifying payments, collecting W‑9s, and ensuring compliance with IRS deadlines.  Quarterly Tax Planning provides proactive tax strategy throughout the year. We estimate quarterly taxes, identify deductions, plan for liabilities, and help you avoid surprises at year‑end. 

Organizes all financial, legal, and operational documents investors require. We build a secure, structured data room containing financial statements, projections, contracts, tax returns, KPIs, and due‑diligence materials 

Ensures your payroll structure is accurate, compliant, and aligned with your financial goals. We review compensation, benefits, tax withholding, payroll reports, and employee classifications.  

Analyzes your current pricing, margins, customer behavior, and market positioning. We redesign your pricing structure to increase profitability without sacrificing competitiveness.  

Ensures your books are fully reconciled, accurate, and ready for tax filing. We review financial statements, adjust entries, verify balances, and prepare year‑end schedules. 

Add‑ons help you strengthen areas like cash flow, pricing, forecasting, payroll, or funding. They’re ideal when your business is growing and needs deeper financial oversight.

Yes. Add‑ons are flexible. You can upgrade, downgrade, or remove them at any time based on your business needs.

Some add‑ons are monthly (like AP/AR oversight), while others are one‑time projects (like financial model buildouts).

No. Monthly add‑ons are month‑to‑month. Quarterly add-ons are quarterly.  Project add‑ons are billed per project.