A business often outgrows its bookkeeper before it can justify a full-time finance hire. Fractional finance gives you controller-level reporting, forecasting and planning for a fixed monthly fee.

Who it’s for

Owners with a lender watching, a covenant to meet, a growth plan to fund, or decisions that need better numbers than last month’s P&L.

Foresight: fractional controller

$2,750 a month. Bookkeeping included.

• Fast Close: weekly bookkeeping and a full management pack by business day 10

• 13-week cash forecast, updated monthly

• Covenant and DSCR tracking, with a covenant calendar and alerts

• Lender reporting pack, with your lender file kept current

• 60-minute monthly review call, plus an optional check-in in week 2

• One free Snapshot a year

Add-ons: weekly cash forecasting, or budgeting and reforecasting, at $1,250 a month each.

Oversight: finance partner

$4,250 a month. Everything in Foresight, plus:

• A cash update every Monday

• Annual budget and quarterly reforecast

• Board or lender pack, and a capital plan

• Weekly 30-minute call and a 60-minute monthly wrap-up

• One free Snapshot every 6 months

How it works

• Flat monthly fee with no hourly overage: more work means an add-on or the next tier

• $1,000 setup fee on agreements shorter than 6 months, waived on a 6 or 12-month agreement or after any Capital Desk work

• 3-month minimum, then 30 days’ notice

• Reachable 7 days a week, with urgent items answered within 24 hours

• 5% of every monthly fee banked as credit towards Capital Desk work, valid for 12 months