A man and woman celebrating a successful idea or project with a high five in a bright office with a brick wall, a potted plant, a laptop, coffee mugs, papers, and a whiteboard with charts.

Service Offerings - Deep Dive

Inquire Now

Service Tier Breakdown

Tier 1: Fractional CFO Services (monthly/annual partnership)

A woman and a man shaking hands with another person in an office, smiling and engaging in a meeting or greeting.

The Atlas Project →

What you get:

  • Regular strategic meetings (weekly or bi-weekly)

  • 13-week cash flow forecasting

  • Financial modeling and scenario planning

  • Board reporting (monthly or quarterly)

  • KPI dashboards that actually inform decisions

  • Pricing strategy and margin optimization

  • Fundraising and investor prep support

  • Ongoing strategic finance advisory

This is for you if:

  • You're making strategic decisions (hiring, expansion, pricing) without clear financial insight

  • Cash flow feels unpredictable, even when revenue is strong

  • You're preparing for fundraising, debt financing, or investor conversations

  • You need someone who sees around corners—not just reports what already happened

Office workspace with charts, a calculator, a notebook, a computer keyboard, and a closed laptop on a desk.

Tier 2: Finance Operations (monthly retainer)

Standalone offering or in combination with CFO support

The Echo Project →

What you get:

  • Accounting oversight and quality control

  • Controller-level financial management

  • Bookkeeping process automation

  • AP/AR workflow optimization

  • Faster, cleaner month-end close

  • Financial systems implementation (QuickBooks, NetSuite, ERP, FP&A tools)

  • Team training and process documentation

This is for you if:

  • Your bookkeeping is a mess (or just "good enough")

  • Month-end close takes forever and still feels uncertain

  • You're outgrowing QuickBooks and need to implement a more advanced system

  • AP/AR is manual, slow, and eating up time

  • You need controller-level support but can't justify a full-time hire

A workspace desk with a laptop, notebook with handwritten notes, glasses, a smartphone, a red pencil case, and a white computer mouse.

Tier 3: Project-Based Services

The Brightline Project →

What you get:

  • Custom financial model building

  • M&A support (buy-side or sell-side)

  • Cash crisis stabilization and turnaround planning

  • Due diligence preparation and support

  • Pricing strategy design and implementation

  • System implementations (ERP, FP&A tools, dashboards)

This is for you if:

  • You're preparing to sell, acquire, or merge

  • Cash flow is in crisis and you need immediate stabilization

  • You need a financial model built (for fundraising, planning, or investor conversations)

  • You're going through due diligence and need support

  • You're implementing a new pricing strategy or financial system

  • You need a turnaround plan, fast

Inquire about our services.