Strategic Partnership

Fractional CFO Services

woman doing bookkeeping on her laptop

Turn Your Numbers Into Strategy

You're growing. Your P&L is... somewhere. But what do those numbers actually mean for your business? Get strategic financial guidance that translates data into decisions, without hiring a full-time CFO.

This isn't just reporting numbers at you, it's translation. I turn your financial statements into visual, understandable insights so you can see exactly where your business stands and make confident decisions about where to go next.

Starting at $1,999/month

Book a consultation

How It works

  • Analyze

    Go beyond basic bookkeeping to understand what's driving profit (and what's draining it).

  • Visualize

    See your numbers as clear, actionable insights, not confusing spreadsheets that make your eyes glaze over.

  • Strategize

    Regular strategy sessions to review performance, set goals, and make data-driven decisions together.

Woman writing in a journal to do bookkeeping, next to a plant and mug

Strategic Partnership for Growth

Where your numbers impact your decisions

Monthly Analysis & Reporting:

  • Comprehensive financial analysis beyond basic bookkeeping

  • Custom visual dashboards that make your numbers clear and actionable

  • Identification of trends, opportunities, and red flags

  • Performance tracking against your specific goals

  • Cash flow forecasting and planning

  • Profitability analysis by product, service, or department

Strategic Guidance:

  • Which products or services are most (and least) profitable

  • Where you're losing money in operations or processes

  • How to optimize pricing for actual profit, not just revenue

  • When and where to invest in growth

  • How to reduce expenses without hurting revenue

  • Strategic recommendations for major business decisions

Monthly Strategy Sessions:

  • 60-90 minute meeting (in-person or Zoom)

  • Review financial performance together in plain English

  • Set specific goals and action items for the month ahead

  • Track progress on strategic initiatives

  • Get answers to your financial questions without the jargon

  • Accountability and guidance as you implement changes

Schedule a complimentary call

This Service Is Ideal For You If...

✓ You're making $1 million or more in annual revenue

✓ You're ready to focus on strategic growth, not just survival

✓ You want to understand which levers to pull for better results

✓ You need clear financial forecasting and planning

✓ You're looking to identify profit leaks and untapped opportunities

✓ You want expert guidance on major business decisions (hiring, expansion, pricing)

✓ You look at your P&L and balance sheet and your eyes glaze over

✓ You need someone to translate your numbers into actionable strategy

✓ You're ready to move from "making it work" to intentional, strategic growth

Schedule a complimentary call

People are Saying

  • "Tracking real estate investments is a specialized skill few bookkeepers actually understand well enough to be of value. Cyndi hit the sweet spot. Highly recommend."

    — Chris Dodge, Real Estate Investor

  • "Business grew fast. I started having trouble keeping up. Cyndi was a God-send. She stepped in, blended well with my team, and provided tremendous value."

    — Baier Stein Direct, Marketing Agency

  • "With Cyndi doing the books, I know if I can upgrade the tractor, put irrigation in my far field, or hire another barn hand. The monthly service is money well spent."

    — Anderson Farms, Agriculture


Frequently Asked Questions

  • Bookkeeping records what happened. CFO services help you understand why it happened and what to do about it. Bookkeeping is historical; CFO work is strategic and forward-looking.

  • Yes, fractional CFO services build on top of accurate, current books. If you're not already working with me for bookkeeping, you'll need reliable bookkeeping in place (either done yourself or by another professional).

  • The $1 million threshold is a guideline, not a hard rule. If you're in a growth phase and need strategic guidance to get there, let's talk. But if you're just starting out, monthly bookkeeping is probably a better fit for now.

  • A full-time CFO salary typically starts at $150,000+ per year plus benefits. Fractional CFO services give you executive-level financial strategy at a fraction of the cost, with flexibility to scale up or down as needed.

  • Yes! If you're going through a particularly complex period (rapid growth, major decisions, etc.), we can arrange additional strategy sessions for an additional fee.

  • You can always reach out! Email and phone support are included during business hours, and I typically respond within 24 hours.

Ready to Turn Numbers Into Strategy?

Stop guessing. Start making data-driven decisions that actually grow your business.

Start with a complimentary call