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

  • Intuitive Financial Dashboards

Scale

For established businesses aiming to cross their next $1M mark with confidence.

  • Everything in Growth, plus:

  • A dedicated CFO partner to proactively support your growth (forecasting, scenario planning, cash runway analysis)

  • Full Budget & Profit Plan with quarterly reforecasting

    • Includes cash flow, debt profit & expense forecasting

  • Compensation plan design (roles, pay structure, incentives)

  • Monthly strategic review meetings

  • Outstanding invoice & bill tracking

Growth

For service-based businesses scaling operations and revenue.

  • Everything in Foundation, plus:

  • 12-Month Profit Plan Lite

    • Provides annual income & expense targets + guardrails (not quarterly reforecasting)

  • Guidance on pricing, profitability, and margins

  • Owner pay optimization

  • Banking systems optimization & automation

  • Monthly KPI dashboard

  • Quarterly strategic review meetings

Foundation

For service-based businesses building their financial systems and processes.

  • Strategic chart of accounts setup (built for clarity + business decision making)

  • Accurate bookkeeping and reconciliations

  • Monthly financial statements

  • Monthly CFO Financial Summary (performance vs industry benchmarks + 1-2 recommendations)

  • Email support for day-to-day financial questions

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Seeking additional Support?

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

  • Employee benefit plans

  • Employee training

  • Comprehensive payroll support

  • Personal financial planning

  • Tax filing

  • Strategic tax planning

  • Federal income tax estimation

  • Sales tax filings

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.

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