Fractional CFO Oversight

Support for your bookkeeper. Strategic insight for you.

You’ve got someone entering the data - but who’s making sure it’s accurate, complete, and actually useful?

Our Fractional CFO Oversight service provides a second set of experienced eyes on your financials. We work alongside your internal bookkeeper to ensure everything is done right - and help you interpret the numbers so you can lead with confidence.

What We Do

Review your monthly books for accuracy and completeness.

Ensure all accounts are reconciled and properly coded.

Spot errors, misclassifications, and red flags before they become issues.

Provide margin and trend analysis your bookkeeper may not catch.

Offer strategic feedback based on what we’re seeing.

Help you understand what the numbers actually mean.

Coordinate with your CPA or tax pro as needed.

Who This Is For

You already have a bookkeeper but want peace of mind.

You’re not 100% sure your reports are right.

You want feedback on margins, pricing, or spending.

You don’t want to “guess” your way through growth.

Strategic Oversight Without The Overhead

You don’t need full-time finance staff. You just need someone to make sure the numbers are clean, the strategy makes sense, and nothing gets missed.

Need Oversight on Your Numbers?

Let’s talk about how we can support your internal team and help you stay in control of your financial direction.