Every business has a different starting point — and a different destination. Our services are designed to meet you where you are today and support where your business is heading. We work with clients remotely and securely, so you get professional financial leadership no matter where you’re based.
Financial clarity, without the full-time overhead.
Services
Monthly Financial Reviews (Core Service)
Your numbers, reviewed, explained, and put to work.
This is our most popular service — a steady guide that helps you navigate your numbers with confidence. We collaborate with you each month to:
Review your financial statements
Highlight trends and risks
Share dashboards and scorecards tailored to your business
Compare actual results to budgets and forecasts
Answer questions and provide clear, actionable recommendations
The result: financials that aren’t just reports, but tools for better decisions.
Startup & Emerging Business Support
Build on the right foundation from day one.
If you’re launching or growing, financial systems often take a back seat to everything else. We help set you up for success by providing:
Entity and chart of accounts setup
QuickBooks Online and system design
Cash flow and budget planning
On-call advice for the questions you didn’t even know to ask
We make sure your financial house is in order, so you can focus on building the business you imagined.
Project & Advisory Work
Sometimes you don’t need ongoing support — you just need a fix.
We also take on one-time projects, such as:
Cleaning up and catching up your books
Improving accounting and reporting processes
Designing financial workflows that save time and reduce errors
Guiding transitions to new accounting or reporting software
Think of this as a way to get unstuck and move forward with clarity.
“She was a steady hand during crises like COVID and the Great Lahaina Fire, ensuring accurate financials, sound cash management, and effective strategies throughout.”
- James E. Coon, CEO Coon Brothers, Inc.
What Does “Fractional Controller / CFO” Mean?
Fractional
Expertise at the level you need, without a full-time hire.
Controller
Focused on the past and present: accurate books, reliable reporting.
CFO
Focused on the future: budgets, strategy, confident decisions
In short: accurate numbers, meaningful insight, and a trusted guide to where your business is headed.
Why Choose a Fractional Controller / CFO?
Less overhead, more insight — expertise without a salary.
Clarity you can use — financials that empower, not overwhelm.
A partner you can trust — responsive, reliable, collaborative.
Room to grow — services that scale with your business.
Remote by design — secure, flexible support wherever your business takes you.
