Financial Insights & Guidance
Quarterly Micro-CFO Services
Clarity without complexity
If you’re not quite ready for a full CFO partnership but still need to make smart, data-informed decisions—this is for you.
Our Quarterly Micro-CFO Service gives you a clear snapshot of your business's financial health every 90 days. It’s designed to help you stay on track, avoid surprises, and make confident decisions—without the overwhelm or full-time commitment.
You’ll get:
✅ A quarterly review of your P&L, Balance Sheet, and Cash Flow
✅ A personalized video walkthrough of your numbers with expert context and action steps
✅ A quarterly strategy call to review performance and discuss your next moves
✅ Ongoing light strategic guidance for the upcoming quarter
✅ Bi-weekly bookkeeping organization to keep your reports clean and actionable
Built for lean teams and growing businesses
This service is perfect for:
➢ Service-based businesses under $1M/year
➢ Solopreneurs ready to take control of their finances
➢ Founders who want clarity but aren’t ready for a full CFO engagement
You’ll have clear data, proactive insight, and just the right amount of support to move forward with confidence.
Know where you stand. Know what to do next.
Let’s find out if this is the right fit for your business.