The Pro CFO

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.