Services Now is the time to understand more, so that we may fear less.Marie Curie
You won't find a menu of services and tick boxes on this page, because like you, we don't fit into a box. Each of our clients' needs vary by capacity, structure, and workflow — and so does our approach to meeting them where they are.
You might need everything from us. You might be equipped to handle certain aspects internally. Maybe you just need an extra set of eyes in your corner.
Companies grow, circumstances change, and your financial needs aren't static. Neither are we.
Insightful Bookkeeping & Controller Services
Hello, and welcome to the floor.
If you've decided the floor looks better than where you're sitting right now, you might want to pull up a chair — because the alliteration is more than a sales pitch. Becky knows you need your numbers to do their thing so you can do yours. It's as simple as that. Your bookkeeper shouldn't feel like a gatekeeper, and your needs shouldn't feel like demands.
A report you walk away from no more informed than when you started isn't helping anyone. While we might like to follow a mass of intersecting lines and thumb through charts to see the shape of your data, we're guessing you'd rather not squint at something that looks like an EKG readout when all you need to know is whether there's enough to cover everything this month.
The thing about twenty years of being on both sides of the table, like Becky has, is that you learn what works in reality versus what works on paper. And reality doesn't have to feel like a dream.
Neither does the feeling that comes after — the breath you can finally exhale. The why is this suddenly so easy feeling that has your gut convinced it's too good to be true. Give it a few months. It'll settle down.
When the floor your numbers are sitting on looks this good, the ceiling your company can reach with them… well, that you might just have to see to comprehend.
So welcome to the floor. Things only look up from here.
With your books feeling as tidy as they've ever been, you may find yourself thinking: one door closed — what's through the next?
Insightful Business Advisory Services
We can answer a lot of questions here, but that one isn't as simple as following a "ten-step plan to success" — anyone who tells you otherwise probably lives a little closer to that land of wish-lists and dreams than to the current climate our clients are forced to navigate. Insightful advisory can help you shape the information you have into the intel you need. One common thread Becky finds in her work: when a client can see the shape of the problem, they know exactly what to do about it. An extra set of eyes — backed by over twenty years across both sides of the finance and operational table — can take "I know what I need to do" and elevate it to "I know why this is happening, I know what's involved in getting from where I am to where I want to go, and I know what to look for on the way."
- Something is wrong and I can't put my finger on it.
- How do we compete when AI is taking over the field we operate in?
- Why did we have the highest profits last quarter but it still feels like we're scraping by?
- Things are better than they've been — is now the right time to expand?
How many hours have you sat at your desk, long after the people who get to 'clock out' of those kinds of thoughts have left for the day? Maybe those are the kinds of questions that fill your mind continuously — in fact, as numbers people, that would be exactly the type of statistic we'd consider an upward trend. How can it not be? Companies today face more challenges than at any point in human history. That's not conjecture, that's math. Industries are shifting, what has worked for years is suddenly no longer working, staffing shortages, rising operating costs, volatility within well… everything. It's hard to see which way is out when life is coming at you from every angle.
That's not failing to succeed. That's called being a human. And being a human and owning a business in a never-ending landscape of unknowns is a lot. We both know that's an understatement, but it's the truth. At times it can seem like when we need the help the most, we don't have the resources to find the resources. That's a tight spot to be in.
Sometimes you just need someone to come walk through the woods with you. You didn't build your company on blood, sweat, and tears — or whatever we call it when we don't want to admit it was mostly grey hair and anxiety. You know what you need to do for your company, for your people. Sometimes you just need some help getting the resources in order. For that, we've got you. Welcome to the woods. We know our way around here too.
So what are the woods looking like these days for your company? One rigorous hike to a scenic overlook? Maybe it seems like you signed up for some long-haul Guinness record you don't remember asking to compete for? Whatever they look like, we're here for it.
Some common things we hear from clients: "I'm not sure my company is large enough for something like this." "I don't think I need someone all the time, just to help me get started." "I have my own department, but I just need some help getting things straightened out." Every now and then it even looks like, "Are you sure you aren't looking for a career change, Becky?"
But while we're ecstatic that some of our clients have use for advisory services on a permanent and semi-permanent basis, we have just as many who need help making it through that next leg of the journey, or wiping the dirt off their knees after life took a cheap shot. There are very few things where one size fits all is the proper container for your company. Financial advising isn't going to be one of them. We know that as well as anyone, and that's why when we say "meet you where you're at," you can take that at face value. Whether where you're at is a one-time consultation to help get the shape of things, or an ongoing relationship as you take things to new levels — you can stay where you're at. We'll come find you.
So now, for the question you may or may not have known you had. What is a fractional CFO — and more importantly, do I need one? Before we jump into cash flow management and forecasting, take just a minute to think about those questions you probably wish we wouldn't keep reminding you of. The ones you really wish you could put off until you knew the answer.
What is a fractional CFO?
Simply put, they come from the outside to look in, offer the help you need, and then let you go on about your business — without being another person you have to manage. The beautiful thing about having someone take a peek from a different perspective: they haven't been stuck in the trees like your team, and they haven't been holding everything together like you. They're quite simply there to offer a helping hand.
Now, for those of you who actually do want to hear about cash flow management and financial forecasting — this article was quite literally made for you.
Whether it's keeping the books from keeping you up at night, or navigating what landed last quarter — we're here, feet on the ground, ready for whatever you've got to bring us.