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 depending on who or what generated the numbers?

As your fractional cfo, I can help find solutions that eliminate the quick fixes and inefficiencies caused by outdated software and processes.

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

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

As your fractional cfo I can help you navigate these challenging issues.

Sales are increasing, but profits and the bank balance are shrinking.

Are profits disappearing into gaps and cracks from processes that are outdated, broken or even missing?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

As your fractional CFO I will help you identify the root cause, develop a solution & help your team implement & use.

Growth is good, but can current systems support?

  • Quickbooks lacking functionality?
  • Switch to a new payroll provider?
  • Need a sales tax tool to ensure compliance?

As your fractional CFO I can help you assess & select software that will support you today & in the 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 needs!

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 strategic planning 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

Starting at
$600/Monthly
  • All items are monthly except where noted
  • Balance Sheet & Income Statement Analysis
  • Budget – Basic
  • Financial & KPI Dashboard – Basic
  • Strategic Check-In for Goals – 2x per year
  • HR Review: Compliance, Org Chart, Benefits
  • Support Calls Zoom or Phone Unlimited
Schedule Free Consultation

Discovery & Setup

Essentials Plan
$600/One-time Fee
  • Identify challenges, goals & strategy – basic
  • Review Processes – identify gaps
  • Systems Needs Analysis
  • Identify reporting & budget needs
  • Identify key milestones for 3 year plan
  • Present recommended solutions

Growth

Starting at
$900/Monthly
  • All items in Essentials plan Plus:
  • Management Reports such as cash flow, inventory, A/R, etc.
  • Budget – Advanced
  • Financial & KPI Dashboard – Advanced
  • Strategic Check-In for Goals – 4x per year
Schedule Free Consultation

Discovery & Setup

Growth Plan
$900/One-time Fee
  • Identify challenges, goals & strategy
  • Review Processes – identify gaps
  • Systems Needs Analysis
  • Identify reporting & budget needs
  • Identify key milestones for 3 year plan
  • Present recommended solutions

Expand & Accelerate

Starting at
$1200/Monthly
  • All items in Essentials & Growth plans Plus:
  • Advanced/Custom reports such as gross margin analysis
  • Department Level Reports
  • Historical Trends
  • Budget – Complex with forecasting
  • Financial & Goals Dashboard – Complex
  • Strategic Check-In for Goals – monthly
Schedule Free Consultation

Discovery & Setup

Expand & Accelerate Plan
$1200/One-time fee
  • Identify challenges, goals & strategy
  • Review Processes – identify gaps
  • Systems Needs Analysis
  • Assess system/software integration
  • Recommend options for software solutions
  • Identify key milestones for 3 year plan
  • Develop Advanced Reports
  • Develop Complex Budget
  • Develop Dashboard
  • Present recommended solutions

Assess ➡️Create a Plan ➡️Grow Your Business!