Institutional-Quality Financials
Delivered with AI-Powered Precision

Fractional CFO services delivering PE-grade reporting, real-time cash flow visibility, and strategic insights for growing companies

10th

Business day delivery of investor-ready financials

12-Week

Rolling cash flow forecasts

100%

Due diligence ready

AI-Powered

Automation & insights

Why PE Firms & Portfolio Companies Choose Us

We combine cutting-edge AI automation with fractional CFO expertise to deliver institutional-quality financial reporting at a fraction of the cost

🚀

AI-Powered Speed

Automated reconciliations, transaction categorization, and anomaly detection accelerate your close cycle by 50% while improving accuracy.

📊

Investor-Grade Quality

Board-ready financial packages with executive commentary that meet the standards of PE firms, lenders, and acquirers.

💡

Strategic Insights

Beyond compliance - we provide CFO-level analysis with actionable recommendations to drive growth and profitability.

💰

Cash Flow Mastery

Real-time cash visibility with 12-week rolling forecasts and KPI dashboards that prevent surprises and optimize working capital.

🎯

Exit Ready

Financial systems and reporting designed for scalability, due diligence readiness, and maximum enterprise value.

🔧

Industry Expertise

Deep experience in professional services, construction, and technology sectors with specialized reporting for complex business models.

Service Packages

Scalable solutions designed for growing companies

Operational Insights

Starting at $7,500/mo
  • AI-assisted monthly financial statements
  • Multi-entity consolidation
  • 12-week cash flow forecasting
  • KPI dashboards
  • Monthly management review
  • 10-day month-end close
Get Started

Enterprise Finance

Custom Pricing
  • Everything in Investor-Ready
  • Complex multi-entity structures
  • Advanced financial modeling
  • M&A transaction support
  • Custom automation workflows
  • Weekly executive reporting
Contact Us

What Our Clients Say

"John's expertise in financial leadership is unparalleled. His genuine passion for finance, combined with consistently innovative solutions to complex challenges, makes him an invaluable asset to any organization."

- Matt, Managing Partner

"John has the ability to quickly and holistically understand complex systems. He has the ability to think 'outside the box', producing solutions which helped lead our team in favorable directions. His financial and technology acumen were unquestionably invaluable."

- Belinda, Executive

"John's professionalism and meticulous attention to financial matters has been instrumental in guiding our company through both challenges and growth opportunities. He is hands down the best financial modeler I've worked with in my 25-year career."

- Travis, CEO

Ready to Transform Your Financial Reporting?

Join the PE firms and portfolio companies already benefiting from AI-powered fractional CFO services

Schedule Your Free Consultation