Fractional CFO & Advisory Services


With dedicated senior-level financial support, you’ll gain the clarity and confidence to make smarter, data-driven decisions. Our packages combine bookkeeping accuracy with CFO-level insights, giving you both the systems and strategy to grow your business with intention.

All packages include the following core services:

  • Regulatory Compliance Support

  • Year-End Support

  • Customized Financial Reports

  • Financial Oversight & Guidance

  • Designated Account Manager

  • Annual Budgeting & Goal Setting

Scale

For established businesses aiming to cross the $1M+ mark with confidence.

  • Everything in Growth, plus:

  • Full CFO services (forecasting, scenario planning, cash runway analysis)

  • Vendor and expense strategy

  • Strategic tax planning collaboration with your CPA

  • Monthly deep-dive financial review

  • Benchmarking insights (including med spa industry benchmarks)

Growth

For service-based businesses scaling operations and revenue.

  • Everything in Foundation, plus:

  • Cash flow forecasting and budget planning

  • Monthly KPI dashboard

  • Quarterly strategic review meetings

  • Payroll and contractor payment support

  • Guidance on pricing, profitability, and margins

Foundation

For entrepreneurs building their financial systems and processes.

  • Accurate bookkeeping and reconciliations

  • Monthly financial statements

  • Chart of accounts setup and optimization

  • Support with compliance and tax prep hand-offs

  • Email support for day-to-day financial questions

Seeking additional Support?

Explore our add-on options to create a customized package that fits your needs.

  • Accounts payable and receivable management

  • Advanced cash flow modeling

  • Custom financial dashboards in Looker Studio

  • Project or event profitability tracking

  • Fractional Controller support

Personalized Financial Planning for Business Owners

Running a business doesn’t stop at the numbers on your balance sheet—it impacts your personal financial life too. That’s why we offer one-on-one personal finance sessions designed to help you build confidence, clarity, and control over both your business and personal money.

During these sessions, we cover:

  • Aligning your business goals with your personal financial vision

  • Building healthy cash flow habits between business and personal accounts

  • Managing debt, savings, and investments alongside business growth

  • Creating a personal financial plan that supports your lifestyle and long-term wealth

With Holistic Money, you don’t just gain a CFO for your business—you gain a financial partner who sees the full picture of your money.

Your finances, managed with clarity and care

From bookkeeping to CFO-level strategy, we streamline and strengthen your financial systems so you always have clarity and control. Our team acts as your trusted financial partner, helping you stay focused on what you do best—serving your clients and scaling your business.

Start a Conversation