BOOKKEEPING + FRACTIONAL CFO
Know what your next move can cost.
Bookkeeping and CFO guidance for service businesses ready to make clearer decisions.
CLEARLEDGER / DECISION BRIEF
Can we hire next quarter?
$78k
Forecast cash in June · USD
72
Jan
78
Feb
84
Mar
82
Apr
80
May
78
Jun
An $18k buffer above the floor.
With a $60k cash floor, this model leaves $18k in June. Recheck the pipeline before committing.
Illustrative example, not client results. Assumes a $6k monthly cash surplus before hiring; excludes one-off costs.
BUILT AROUND THE WAY SERVICE BUSINESSES WORK
Agencies. Studios. Consultancies.
Good numbers. Clear decisions.
01 / BOOKKEEPING
Keep the books clear.
A dependable monthly close, reconciled accounts, and a plain-English view of where your money went.
02 / FINANCIAL PLANNING
Plan the next quarter.
Connect your pipeline, costs, and capacity in a forecast you can use before making a commitment.
03 / FRACTIONAL CFO
Make the next move.
An ongoing partner for the decisions behind the numbers, from pricing to your next phase of growth.
NOT JUST A MONTHLY REPORT
A financial partner, in the room.
Numbers are the starting point. We help you connect them to the work, the people, and the choices that shape your business.
From last month’s numbers to next month’s priorities.
01 Close the books
Clean, consistent records and a timely view of the month.
02 Read the story
A focused review of cash, profit, capacity, and the movement behind them.
03 Make the next move
A practical conversation about priorities, trade-offs, and timing.
A clearer view starts here.
A simple agenda and a few useful numbers can turn a monthly close into a practical decision-making rhythm.
Use a few operational and financial prompts to decide whether a new offer is ready to support the business you want.
The most useful reporting rhythm is one that fits how decisions actually happen—not just the calendar.
What decision is on your desk?
Useful questions, answered plainly.
When should we bring in finance support?
When you need a consistent view of what is happening and a better conversation about what comes next.
Do you work with existing systems?
Yes. The starting point is understanding the tools and routines already supporting the business, then making the information more useful.
What happens after an initial conversation?
The next step is a shared view of your needs, working rhythm, and the practical scope that would be useful.