For fractional CFOs, controllers and small firms
Bring me in for one number or one close. You keep the relationship, I hand you the findings, and you present them. I do not contact your client without you, and I do not take the account.
One named thing reviewed: your AI client setup, a monthly close workflow, a reporting model. Written review, top five findings, one item rebuilt as an example. Two working days.
Start Here guide and five ready client setups. US$197, self-serve, no time with me needed.
You have a question about running AI across several clients and an answer would unblock you. Ninety minutes on your screen.
I build your system around how your practice works. Quoted after a Review, because that is when the size is known.
Why this works
It sits outside the ledger, in a system updated by people who do not report to finance, and it decides margin. Most fractional CFOs are excellent at everything around it and have no way to trace one item's cost back to the shelf.
That is one specialist call, not a gap in your practice. Your client sees you bringing in the right person, which is what senior looks like.
The rules
I work behind you unless you want me in the room. Findings come to you first, in a form you can present. Nothing is shared with anyone else, and your client's data is deleted when you ask.
If the work turns out to be bigger than a review, I tell you what it would take and you decide whether to scope it or keep it in-house.
What I need from you
Nobody has ever sent me clean data. Manual fixes, a system nobody fully trusts, two versions of the same report: that is the normal starting point and it is the reason this work exists.
Screenshots are fine. If something is missing we work with what you have, and I will tell you what the gap does to the answer.
By item, at a month end you have already closed. From Cin7, your ERP, or the spreadsheet you actually use.
Purchases, receipts, sales and adjustments. Raw export, no tidying.
Profit and loss and balance sheet for the same months, so the two can be tested against each other.
Used only for your work, never shared, never used as an example, and deleted when you ask.
Thirty minutes, free. You will leave knowing whether it is a review, a diagnostic, or something you can handle yourself.
