Fractional CFO · Build a strong base

Clean Books and a Reliable Monthly Close

Books cleaned up, a chart of accounts that matches how your business actually runs, and a month‑end close that finishes on time. Every other number we give you depends on this.

The questions it answers

  1. 03Can you trust the numbers you use to make decisions?
  2. 04Do you get accurate financials on time, every month?

What you get

  • Cleanup of prior months
  • A redesigned chart of accounts
  • A written close checklist with owners and due days
  • QuickBooks Online settings reviewed and corrected
  • Bank feeds and rules set up properly

How often

One‑time project, usually 30 to 90 days, then folded into your monthly plan.

Free · 30 minutes · Video or phone

Not sure which of these you need?

Most owners aren’t. Tell us what’s keeping you up at night, and we’ll say plainly where we’d start.

Book an introductory callFree · 30 minutes