Fractional CFO Services

For small businesses that need a reliable foundation in financial management.

Includes:

-Review accuracy of financial reports (Profit & Loss, Balance Sheet)

- Bookkeeping oversight which includes monthly check-in calls to discuss processes and answer questions

- Identification of cost-saving opportunities and money leaks

- Actionable insights for improving cash flow

- Email support for ongoing financial questions

Ideal for businesses seeking structured financial insights to drive strategic growth.

Includes:

- All services in Financial Foundations

- Monthly cash flow forecasting and budgeting

- In-depth analysis of key financial metrics and performance indicators

- Quarterly strategy sessions to align finances with business goals

- Priority email and phone support

Perfect for established businesses needing advanced financial strategy, planning, and hands-on support.

Includes:

- All services in Strategic Growth Partner

- Full financial health assessment and strategic roadmap

- Detailed expense management and cost-saving strategies

- Real-time financial performance monitoring and alerts

- Personalized financial coaching for team decision-makers

- Comprehensive quarterly financial review and strategy session

- Dedicated priority support with access to Lillia for urgent needs and guidance