Solutions for Clarity & Growth

A Fractional CFO provides the experience and expertise of a CFO and you only pay for what you need, when you need!

Financial & Operational

Do you trust your numbers? Or are the numbers always changing or different depending who or what generated the numbers?

Maybe it’s time to move beyond the work arounds, quickfixes and outdated software.

Employees can make or break a company.

Do you have the right people in the right seat? Do employees know job expectations? Have clear job descriptions?

Employment laws are constantly changing – is the company in compliance?

Sales are increasing, but profits and the bank balance are shrinking. How is this possible?

What is the root cause?

Time to leave Quickbooks? Switch to a new payroll app? Excel isn’t working for sales tax – now what? What CRM system will end the chaos of contact info scattered throughout the company?

Are profits disappearing into gaps and cracks from processes that are outdated, broken or even missing?

Reviewing, validating and restoring processes can help you can trust the numbers & be confident in your financial future.

CFO Advisory

A trusted advisor helps calm the chaos, navigate challenges, and chart a clear path to success.

As your fractional CFO, I ensure your numbers and plans make sense—before you invest time and money. 

Think a CFO is only for big companies? Think again.
At Beyond Accounting, I provide the expertise of a seasoned CFO to help you make smart, data-driven decisions. Don’t let financial uncertainty hold you back.

Call today and schedule your free consultation.

Together, we’ll uncover the story behind your numbers and craft a customized plan to grow your business.

Enjoy a flat monthly fee tailored to your needs—no surprises, just smart strategy.

Strategic Support

Every business no matter the size deserves a trusted advisor.

With over 40 years of experience in manufacturing, I bring the expertise to help you design a strategy that aligns with your vision and drives results.

Running a business is tough.
Juggling finances, managing a team, and planning ahead can feel overwhelming—especially without the right systems or trust in your numbers. With over 40 years of experience, I help you simplify operations and gain clarity from your financials.

Let’s move forward—together. Schedule today a free consultation!

You know you need a budget, key metrics, and a solid strategy for pricing, profit, and growth—but where do you start?

As your fractional CFO, I help carry that load so you can stay focused on running your business.

Schedule today a free consultation!

Essentials

Small but Mighty
$300
  • Company size: up to $700,000 in revenue
  • Employees: 0 to 5
  • All items are monthly except where noted
  • Analyze Balance Sheet & Income Statement
  • Historical Trends – 2x per year
  • Cash Flow Forecast – Quarterly
  • Budget – Basic
  • Review Data Quality
  • Financial & KPI Dashboard – Basic (Real Time Access)
  • Strategic Check-In for Goals/KPI – 2x per year
  • HR Review: Compliance, Org Chart, Benefits – Annual
  • Support Calls Zoom or Phone Unlimited
Schedule Free Consultation

One Time Set-up

Essentials Plan
$300
  • Identify challenges, goals & strategy – basic
  • Internal Controls Review – basic
  • Review Data Quality
  • Systems Integration Analysis
  • Develop Basic Budget
  • Develop Cash Flow Forecast
  • Develop Dashboard w/Real Time Access

Growth

Strong and Steady
$600
  • Company Size: $700,000 to $2million in revenue
  • Employees up to 12
  • All items are monthly except where noted
  • Analyze Balance Sheet & Income Statement
  • Historical Trends – 4x per year
  • Cash Flow Forecast – Monthly
  • Budget – Advanced
  • Review Data Quality
  • Financial & KPI Dashboard – Advanced (Real Time Access)
  • Strategic Check-In for Goals/KPI – 4x per year
  • HR Review: Compliance, Org Chart, Benefits – Annual
  • Support Calls Zoom or Phone Unlimited
Schedule Free Consultation

One Time Set-up

Growth Plan
$600
  • Identify challenges, goals & strategy – advanced
  • Internal Controls Review – advanced
  • Review Data Quality
  • Systems Integration Analysis – advanced
  • Develop Advanced Budget
  • Develop Cash Flow Forecast
  • Develop Dashboard w/Real Time Access

Expand & Accelerate

Ready for the "Moon Shot"
$1000
  • Company Size: $2million to $5m in revenue
  • $5million+ requires quote
  • Employees up to 25
  • All items are monthly except where noted
  • Analyze Balance Sheet & Income Statement
  • Advanced reporting for cost accounting
  • Department Level Reports
  • Historical Trends
  • Cash Flow Forecast – Bi-Weekly
  • Budget – Complex
  • Review Data Quality
  • Financial & KPI Dashboard – Complex
  • Strategic Check-In for Goals/KPI
  • HR Review: Compliance, Org Chart, Benefits – As needed
  • Support Calls Zoom or Phone Unlimited
Schedule Free Consultation

One Time Set-up

Expand & Accelerate Plan
$1000
  • Identify challenges, goals & strategy – Complex
  • Internal Controls Review – Complex
  • Review Data Quality
  • Systems Integration Analysis – Complex
  • Develop Advanced Reports
  • Develop Complex Budget
  • Develop Cash Flow Forecast
  • Develop Dashboard w/Real Time Access

Assess ➡️Create a Plan ➡️Grow Your Business!

You don't know what you don't know!

➡️ Have a business plan for your dream but now what?

➡️ Loan, equipment and rent contracts are adding up. Can you afford? What does signing on the “dotted” line committ me to?

➡️ What is your breakeven revenue number or don’t even know where to start?

➡️ So many rules for employees, sales tax, fees, and more! Is your business in compliance with all the rules and laws?

➡️Turn your dream business into a confident reality.
Beyond Accounting ensures your business plan is built on solid assumptions and that your pro forma financials cover all the key costs. We’ll help you prepare for payroll, sales tax, employees, and legal compliance—so you’re set up for success from day one. Call today to get started.

Are your numbers right?

➡️ Wondering if the books are setup right and if data is entered correctly?

➡️ Do months go by without having an income statement or knowing how profitable your company is?

➡️ No tools to forecast bumpy conditions possible for revenue, profit or cash flow?

➡️ Should you hire an in-house bookkeeper or use an outsourced contract bookkeeper?

➡️ Stay on track with confidence.
Beyond Accounting helps you get your books in order, provides clear financial reports, oversees your bookkeeper, and ensures you know whether your business is on track—or needs a course correction. Call today to make a plan and be ready for whatever lies ahead.

Why do I need a Fractional CFO?

➡️ Your financial reports tell a story—do you know what it’s saying?
A Fractional CFO helps you understand your company’s financial narrative—and more importantly, helps you reshape it for a successful ending. Let’s write a better chapter for your business.

➡️ CFO expertise—without the full-time cost.
Beyond Accounting provides the strategic guidance of a CFO at a fraction of the price. I help business owners make sense of their financial performance and position their companies for next-level growth.

➡️ Whether you’re aiming to boost profits, navigate a merger, or drive growth—
A Fractional CFO from Beyond Accounting can help you get there. Start making confident, informed decisions about your company’s future. Contact us today.