Company Performance Metrics
Building financial services + software for the SMB and startup market.
Our Fractional CFO services leverage years of experience in investment banking, mergers and acquisitions, Big 4 accounting, and controller to work with businesses at a strategic and tactical level. Our main offering is fractional CFO services but we also have bookkeeping,
accounting and financial planning service offerings.
In addition to our services, we offer software for businesses looking to forecast their future better. Our software integrates with Quickbooks and Plaid to generate financial statement reports, 13 week cash flow forecasts, dynamic dashboards and more. Our software is key to our service business success and therefore is also great for independent financial consultants looking for a better way to manage their clients financial plans and performance.
