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The Pro CFO delivers CFO-led bookkeeping, financial reporting, and fractional CFO services to growth-focused businesses doing $1M to $25M in revenue.
Most owners we meet are stuck with reports they can't use: books that are "technically done" but don't add up. We fix the financial foundation, deliver reporting you can actually read, and guide decisions with forward-looking CFO insight.
Three-stage service path:
Foundations: clean-up, reliable monthly financials, cash flow tracking
CFO Navigator: monthly strategy calls, budget vs. actual, forecasting
Fractional CFO: pricing, planning, capital decisions, board-ready reporting
Our clients also get The Pro CFO App (theprocfo.app), built by my software company Tellwether. It adds AI-powered financial analysis, a Business Health Score, and rolling cash flow forecasts for QuickBooks users, plus the monthly Small Business Financial Health Report built from real, anonymized QuickBooks data.
Fixed monthly pricing. 30-day money-back guarantee.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Year founded
Founded 2018
Service Lines
- Fractional CFO Services
- 75%
- Accounting
- 25%
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Industries
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Clients
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