CPA-led financial support to improve cash flow, forecasting, and business decision-making. 

Fractional CFO services provide experienced financial oversight without the cost of a full-time CFO. While these services apply to many industries, I primarily work with contractors and service businesses that need better visibility into cash flow, job profitability, and overall financial performance. 

What Fractional CFO Support Looks Like

I work with business owners to turn financial information into a plan they can use. Depending on your needs, our work may include:

• Cash flow forecasting: A 13-week forecast to help you anticipate receipts, upcoming payments, and periods when cash may be tight.

• Profitability analysis: A closer look at which jobs, services, or parts of the business are contributing to profit.

• Budgets and forecasts: A practical way to compare expected results with what is actually happening and adjust your plans.

• Financial reporting and KPIs: Regular reports that focus on the numbers most useful for running your business.

We review the results together, identify issues that need attention, and discuss the decisions ahead.

When Is It Time for a Fractional CFO?

You may be ready for this support if your business is growing but you cannot confidently answer questions such as:

• How much cash will we need over the next few months?

• Which jobs or services are performing below expectations?

• Can we afford to hire, buy equipment, or take on more work?

• What do our financial results tell us we should change?

You can get experienced financial guidance without hiring a full-time CFO. We’ll start by discussing your current reporting and the decisions you need help making.

Serving Myrtle Beach & Beyond

Serving Myrtle Beach, Murrells Inlet, and the Grand Strand, with remote CFO services available nationwide.

Gain better control of your financials and plan for growth with confidence.

Schedule a free consultation Let’s review your current financial setup and identify opportunities to improve cash flow, reporting, and profitability.