SUMMIT · $1.28M 13-WK CASH

Fractional CFO · Southwest Florida

See the whole mountain.

A fractional CFO, weekly clarity on cash, and financial decisions you can stand behind — from base camp to summit.

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0wkRolling cash forecast
0tiersPlans by elevation
0MRevenue served, up to
0teamFor books, tax & CFO

What we do

One team for the books, the forecast, the taxes, and the strategy.

So the picture stays whole instead of scattered across four vendors.

01

Fractional CFO & Advisory

Strategy in the room.

02

Cash Flow & Forecasting

Never a dry month.

03

Bookkeeping & Reconciliation

Books you can trust.

04

Tax Planning & Preparation

Keep more of it.

05

FP&A & KPI Dashboards

Numbers at a glance.

06

Payroll & Compliance

One less climb.

How it works

The ascent.

A clear route from wherever your books are today to a summit where every decision is backed by numbers you trust.

01

Base camp

Discovery & cleanup.

02

Route

Set the cadence.

03

Climb

Weekly clarity.

04

Summit

Decide with confidence.

Pricing by elevation

Plans that climb with your revenue.

From clean monthly books to a full fractional CFO in the room — four tiers, priced by where you are.

01

Base Camp

$0/mo

Revenue up to ~$500K

02

Ridge

$0/mo

Revenue $750K–$1.5M

03Most chosen

Ascent

$0/mo

Revenue $2M+

04

Summit

$0/mo

Revenue $5M–$20M

Priced by where you are on the mountain — move up a tier only when the revenue does.

Ready to see the whole mountain?

Book a consultation and we’ll map your current elevation — and the fastest route to the summit.

Book a consultation