Strategic Finance. Not Just Compliance

Bookkeeping records what happened. CFO services explain why it matters and what to do next.

Think of it this way: Bookkeepers organize your receipts and ensure your QuickBooks balances. We analyze those numbers to find the $30,000 you're leaving on the table, identify which jobs actually lose money, and build dashboards that prevent cash flow surprises. Bookkeeping is the foundation; CFO services are the strategic layer that turns those numbers into better decisions.

CFO partnerships typically work on monthly retainer based on your revenue and complexity:

$5-15M Revenue: $3,000-$6,000/month Most common range for Gulf South industrial businesses. Full strategic CFO services with weekly touch points.

$15-30M Revenue: $6,000-$12,000/month More complex operations require deeper analysis, multiple location management, and sophisticated reporting.

$30-50M Revenue: $10,000-$20,000/month At this scale, you're getting senior-level strategic guidance that would cost $300K+ annually for a full-time CFO.

$50-100M Revenue: $15,000-$30,000/month Often project-based or specific strategic initiatives. We work alongside your existing finance team for acquisitions, systems implementations, or exit planning.

Most clients find the investment pays for itself through identified opportunities in the first quarter. We'll quote specifically after understanding your situation—no surprise bills, no percentage of revenue games, just straightforward monthly retainers.

For context: A full-time CFO at your level costs $200K-$400K plus benefits. Same strategic value for a fraction of the cost, without the overhead.

Week 1: We identify immediate opportunities (usually $10K+ in quick wins) Month 1: Clean financials, initial dashboards, clear visibility

Month 3: Full systems running, predictable cash flow, strategic rhythm established Month 6: Measurable improvement in margins and decision speed

Most clients see enough value in the first month to justify the entire year's investment.

First month: 2-3 hours per week while we learn your business Ongoing: 2-4 hours monthly for strategic reviews Daily: 5 minutes checking your dashboard (if you want)

We handle the heavy lifting. You stay focused on running your business. Most clients say we save them 10+ hours monthly by eliminating financial firefighting.

If you're doing $3M+ in revenue, you're not too small - you're at the perfect stage. This is when good financial systems create exponential returns. Smaller than $3M? We can still help, but might start with a lighter touch approach. The question isn't size; it's whether you're serious about growth.

Yes, but in ways that make your life easier. You'll move from reactive to proactive. Instead of scrambling for reports, you'll have real-time dashboards. Instead of guessing at profitability, you'll know your margins by customer, job, and service line. The changes we implement reduce chaos, not add complexity.

Perfect - most of our best clients aren't. Here's why CFO services matter even more when you're building for the long term: Build to Last The same systems that increase sale value also make your business more profitable, less stressful, and more enjoyable to own. Clean financials, automated workflows, and strategic clarity aren't just for buyers—they're for you. Your Business Becomes Your Best Investment When you can see true ROI by customer, service line, and project, you make better decisions daily. You'll reinvest smarter, avoid costly mistakes, and compound returns over years, not quarters. Freedom Without Exit A business that could sell easily is also one you can step away from. Take real vacations. Focus on strategy instead of firefighting. Maybe even start that second business you've been considering. Options Create Peace of Mind Even if you never sell, knowing you could—and for how much—changes everything. It's the difference between feeling trapped and choosing to stay because you love what you've built. The irony? Clients who build their business "as if" they're selling often decide not to—because the business becomes too profitable and enjoyable to give up. That's when you know we've succeeded.