How we work

CFO services without the headache.

Evaluate your needs

As CFO we want to understand your accounting, financial, IT, and operational needs. The more information we have to understand your pain points, the better we can provide the service you need!

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Define scope of engagement

After identifying your needs we sit down as a team and plan the work needed for your business and identify the needed components and team participants. We'll evaluate the timeline, expected hours involved, and present a extensive engagement proposal.

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Awesome Project Management

We track all our engagements in a sophisticated project management tool and invite you to track workflows and to-dos. We prioritize goals and set assignable tasks to ensure your financial information is always relevant and reliable.

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No Long-Term Contracts

We let the quality of our work speak for itself. To ensure you're satisfied with the results, we don't tie you into long-term contracts unlike our competitors.

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Work hand-in-hand with SMB professionals