We are your strategic partner for company growth.
Streamline Processes. Goal Setting. Financial Infrastructure. Forecasting & Strategic Planning.
Our team will support and drive your ability to grow and scale.
We offer expert advice and recommend optimizations in our SOP building package that can take your financial processes to the next level. Process efficiency drives profit.
We are your trusted partner in goal setting through a financial lens. By creating cash flow and financial forecasts, plus much more, in our CFO packages, we drive your company's ability to scale and increase profit margins.
Maintain clean financial records and make informed business decisions with our bookkeeping packages. Stay up-to-date with reliable financial data and receive timely, customized reports.
Let's connect for a brief call to introduce ourselves and see if there's an opportunity to collaborate as strategic partners in your firm's growth.
The absolute best investment I've made this year as a business owner was signing up with Erica and JEA!
(3+ years w/ JEA)
Thank you for your constant optimism and recognition of how busy life is - it goes a long way and I look forward to your emails!
(3+ years w/ JEA)
JEA is the BEST! I've been singing your praises about how incredible it is to finally have accurate financials and all the growth we've seen since signing on. I look forward to our strategy sessions each month as making more money has become second nature since signing on with JEA.
(1+ year w/ JEA)
What is a fractional CFO?
We create a financial blueprint that guides important decisions like purchasing, research and development, hiring, and sales structure. Our virtual CFOs use your business data, industry trends, and goals we create together to develop a month-by-month forecast that shows you the best path to reach those goals. Hiring a fractional CFO instead of full time employee gives you the ability to increase profits without the cost of an internal hire.
How can we work together?
- Fractional CFO Services & Strategic Support
- Financial SOP Building and Process Efficiencies
- Monthly Bookkeeping Support & Clean-up/Audit Services
Invest in Building Your Financial Support:
Make Your Money Work for You with an Investment That Keeps on Giving!
Fractional CFO Services
We will become your strategic partner in optimizing forward-facing financial visibility and creating the financial plan to meet your goals. Our team also steps in to "Quarterback" your company's financial players - your bookkeeping team or ours, CPA (yours or one we recommend), and internal decision makers.
Monthly & Quarterly Support starting at $2,500/mo
Transform your business with a comprehensive two or three month program. A customized experience supplemented with self-guided reference videos. Gain insights into your financial procedures and implement optimized systems. Walk away with a streamlined SOP document for enhanced financial systems efficiency.
Have accurate, timely business financials each month with professional categorization of your income & expenses, reconciliation of accounts, loans on a cash or accrual basis. Receive custom monthly reports that not only include your P&L but also individual progress against your goals and deeper financial analysis.
Starting at $350/mo and included in our CFO packages