Financial Clarity for Business Owners Ready to Grow
We provide CFO-level financial guidance to growing businesses without the cost of hiring a full-time Accounting team & CFO.
We See You.
Most business owners work incredibly hard…
but their finances still feel unclear.
With Questions Like:
Where is our money actually going?
How do I maintain consistent cash flow and revenue growth?
Is my business set up so that I can take advantage of tax strategies?
What is my business actually worth?
That’s where we come in.
Running a business should not feel like guessing.
How We Help
CFO Level Financials provides professional bookkeeping, accounting support, and fractional CFO guidance for growing businesses.
We help you:
Understand Your Numbers
Improve Cash Flow
Identify Profit Opportunities
Build Stronger Financial Systems
Make Confident Business Decisions
Think of us as your financial leadership team - without the full-time cost.
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Build a strong financial foundation for the business you’re growing.
Core Financial Control
Monthly bookkeeping
QBO Accountant subscription included
Bank & credit card reconciliations
Standardized Chart of Accounts for trades
Monthly close (within 21 business days**)
Income Statement & Balance Sheet (monthly)
Tax Support
Quarterly estimated tax calculation (numbers only, no optimization)
Year-end tax organizer & CPA/EA coordination
Owner Visibility
Monthly cash balance summary
Basic profitability snapshot (company-level, not job-level)
Quarterly CFO Advisory call
Email support (48–72 hr response)
Bimestrial Check-ins (every other month)
**Timeline varies depending on complexity & client providing necessary documentation within a timely manner
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Climb higher with consistent strategic financial guidance for businesses accelerating growth.
Everything in Foundation Plan, PLUS:
Profit & Cost Control
Job costing setup & monthly review
Labor vs material margin tracking
Overhead allocation & breakeven analysis
Monthly gross margin diagnostics
Pricing leak identification
Tax Strategy
Quarterly tax planning & optimization
Entity structure review
(S-Corp readiness, timing strategy)
Deduction strategy
Proactive estimated tax planning (not just calculations)
Cash Flow Management
90-day rolling cash flow forecast
Owner compensation guidance (draws vs salary strategy)
Seasonal cash planning (slow months vs peak months)
Advisory & Support
Bimestrial strategy calls
Bimestrial operational guidance calls
Monthly KPI dashboard
Priority email support (24–48 hrs)
Monthly Check-ins
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Summit-level financial strategy for established businesses ready to lead, grow, and reach their financial potential.
Everything in the Ascent Plan, PLUS:
CFO-Level Advisory
Unlimited Calls
Unlimited Check-ins
Monthly CFO strategy meetings
Long-range financial forecasting (12–24 months)
Expansion planning (i.e. new crews, assets, locations)
Scenario modeling (best / worst / target)
Owner wealth & exit-readiness planning
Advanced Tax Strategy
Proactive tax minimization planning year-round
Income smoothing strategies
Timing strategies for large purchases
Multi-year tax projections
Direct coordination with CPA/EA for execution
Business Intelligence
Crew-level profitability analysis
Revenue per truck / per technician KPIs
Marketing ROI & CAC analysis
Debt readiness & lender reporting packages
Priority Access
Same-day or next-day response
Priority scheduling
Direct access to CFO / CPA
Help scale without chaos
Replaces the need for a full-time CFO ($150K–$250K+)
A different kind of Financial Partner
At the heart of our firm lies a commitment to excellence, where bespoke solutions meet unparalleled expertise.
Our team of distinguished professionals, with over 50+ years of experience, craft strategies that not only elevate your business, but redefine industry standards with a touch of sophistication.
Our Commitment
Clarity
We explain your numbers in ways that actually make sense. We want our clients’ businesses to grow.
Integrity & Honesty
Honest financial insights — even when the truth is difficult.
Partnership
Every person matters. We care deeply about the businesses we serve and want to help them achieve their financial goals.
Responsiveness
When you call or email, you hear back quickly.
Strategy
We don’t just track numbers — we identify ways to help you improve them.
Connect with Us on Social
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David R. — Construction Company Owner
"CFO Level Financials helped us finally understand our numbers. Within months we saw where money was leaking and fixed it. Their team is incredibly responsive — I can call and someone actually answers the phone."
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Olivia S. — Professional Services Firm
"They genuinely care about the success of their clients. Our advisory sessions always leave me with clarity and actionable steps."
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Maria L. — Boutique Retail Owner
"They treat our business like it matters. Our monthly meetings are insightful and encouraging. It feels less like hiring accountants and more like gaining a financial leadership team."
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Stephanie P. — E-commerce Founder
"I used to dread looking at our finances. Now I actually feel confident making decisions because I understand our numbers."
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Mark T. — Commercial Contractor
"Working with them feels like being part of an elite group of business owners who take finances seriously. They help us think strategically instead of just reacting."
Ready for Financial Clarity?
You’ve worked hard to build your business. Let’s make sure your finances support the future you are building.
Kindly share your details, and we will reach out to you promptly. We look forward to connecting with you!