Monthly conversations
Time set aside to review results, talk through decisions, and agree on what deserves your attention next.
Beyond the season.
Financial
Partnerships
Fractional CFO support for your business.
A partner alongside you for the road ahead.
Monthly support · Custom scope · Limited partnerships
The short version
Your business is growing.
Where do you go next?
You’ve built a business. Now you want to understand what’s working, where money is going, and which decisions will help it grow.
Financial Partnerships give you monthly financial guidance and someone who knows your business alongside you. We look at the numbers, connect them to your goals, and work through the next steps together.
This is fractional CFO support, shaped around your business and the direction you want to take it.
Finding the right fit
For owners ready
to look ahead.
This is generally best suited to businesses with $500,000 or more in annual revenue, particularly those at $1 million and beyond.
You want more than a set of reports. You want to understand the financial health of your business, make thoughtful decisions, and have a partner to help you follow through.
I work with a limited number of financial partners so each business receives the time, attention, and service it deserves. We’ll use our first conversations to see whether the partnership is a good fit.
Your monthly support
Your numbers,
with direction.
Reports & business health
Easy-to-read monthly financial reports and a business health review, with context to help you understand revenue, profitability, and cash.
Recommendations for growth
Practical recommendations for improving financial performance and making thoughtful moves throughout the fiscal year.
Bookkeeping oversight & tax alignment
A review of bookkeeping practices, recommendations for improvements, and coordination with your accountant or bookkeeper when you’d like us to work together.
Your monthly Financial Road Map
See where you stand.
Know what’s next.
Your Financial Road Map is a concise monthly guide to your business’s financial health. It brings the key numbers, progress toward your goals, and recommended next steps into one clear view.
Alongside your full reports, it helps us decide where to stop and address a concern, pause for a closer look, or keep moving in the right direction.
We’ll choose the measures that matter to your business, from cash and profitability to the factors behind growth. Each month, we review the results together and agree on priorities.
Take a look at an exampleIllustrative exampleYour monthly view
Financial Road Map
The numbers. The signals. The next steps.
Cash reserveNeeds attention$24,000Goal $30,000Stop
The cash reserve is below the agreed goal.
Next step Review upcoming payments and expected collections before making new spending commitments.
Profit marginTake a closer look14%Goal 18%Pause
Sales are coming in, but less is being kept as profit than planned.
Next step Look at pricing, direct costs, and the mix of work to understand the gap.
RevenueOn track$108,000Goal $100,000Go
Revenue is ahead of this month’s goal.
Next step Review what drove the result and whether it can be sustained alongside healthy profit and cash.
Open a signal to see the thinking behind it.
This month’s priority
Strengthen the cash reserve while understanding what’s putting pressure on profit.
The path from here
Start with the business.
Build the support around it.
Understand where you are
We begin with an in-depth consultation about your goals, strengths, and the areas where you need help. I want to understand the business behind the numbers.
Agree on the right support
I’ll recommend a custom scope and price based on what your business needs. We’ll agree on the work, reporting, and responsibilities before we begin.
Review. Decide. Move forward.
With completed books as our starting point, I prepare your monthly reports and Financial Road Map. We meet to review the results, work through recommendations, and set priorities.
A good starting point matters
Ready books.
Useful guidance.
Your monthly review begins with completed, up-to-date bookkeeping. You or your bookkeeper will need to finish categorizing transactions and reconciling accounts before I prepare your reports, business health review, and Financial Road Map.
I review bookkeeping practices, recommend improvements, and can coordinate with your accountant or bookkeeper to keep the records aligned with your tax planning and business goals.
Completing, categorizing, reconciling, or correcting the bookkeeping stays with you and your bookkeeper. We’ll agree on a monthly schedule so everyone knows what needs to be ready and when.
From Amanda’s client work
Making money.
Understanding the cash.
A service-business owner had growing revenue and a profit on paper, but cash still felt tight. A surprise tax bill had made it harder to build a reserve.
We looked at when money came in, what was committed going out, and the recurring costs affecting margin. We also worked through estimated taxes and a clearer monthly view of the business.
The work gave her a more useful picture of cash, costs, and the decisions ahead—along with a regular place to review it.
An anonymized client story. Each engagement depends on the client’s circumstances and agreed scope.
Included in your partnership
Handled
Protection
IRS account monitoring adds another view of what’s happening between tax seasons. Handled Protection is included in your Financial Partnership, with the accounts and coverage confirmed as part of your scope.
Explore Handled ProtectionBefore we begin
A few common
questions
A clearer picture of how the partnership works.
Is this fractional CFO support?
Yes. Financial Partnerships provide ongoing fractional CFO guidance: reviewing financial performance, helping you understand the numbers, and working through decisions about cash, profitability, taxes, and growth.
What does a Financial Partnership cost?
Pricing is custom. After an in-depth consultation, I’ll recommend a scope and price that reflect your business’s goals and needs. There are no preset packages to fit yourself into.
What will I receive each month?
Your monthly deliverables include financial reports, a business health report, and a Financial Road Map. We meet monthly to review the information and discuss recommendations and next steps. The specific reports and measures are agreed as part of your custom scope.
Do you handle or clean up the bookkeeping?
No. Your books need to be complete, categorized, and reconciled before I begin the monthly reporting and business health review. Bookkeeping, catch-up work, and corrections remain with you and your bookkeeper.
I can review practices, flag concerns, and recommend changes to support your tax planning and business goals.
Can you work with my accountant or bookkeeper?
Yes. With your permission, I can communicate with your accountant or bookkeeper, discuss recommendations, and help keep the financial records, tax planning, and business goals aligned.
How does this differ from Full Picture?
Full Picture includes quarterly meetings, reports and deliverables, and a bookkeeping-to-tax overview connecting business and personal finances. Financial Partnerships provide monthly meetings and a customized scope focused on the business’s financial health, decisions, and growth.
Explore MembershipsHow do we get started?
Book a conversation so we can discuss your business and whether there’s a good fit. We’ll then arrange the in-depth consultation needed to develop your custom scope. Availability is limited so I can give each partner thoughtful, consistent support.
Beyond the season.
Let’s talk about
the road ahead.
Tell me where your business is today—and where you’d like it to go.
Custom support. A limited number of partnerships.