Our Services
The Financial Leadership Your Business Deserves
Two distinct service offerings — Fractional CFO and Fractional Controller — each designed to give your organization the financial clarity, oversight, and strategy it needs to perform at its highest level.
Fractional CFO
A Fractional CFO brings the strategic financial perspective of a seasoned executive to your leadership team — on a part-time, flexible basis. You get the insight, the experience, and the outcomes without the six-figure salary.
"Most growing businesses reach a point where financial complexity outpaces their current capabilities. A Fractional CFO bridges that gap — providing the strategic leadership to navigate it confidently."
— Lola Foss, MBA
Cash Flow Management
Gain real-time visibility into your cash position. We build forecasting models that give you the confidence to invest, hire, and grow — without the anxiety of running dry.
Profitability Analysis
Understand exactly where you make and lose money. We identify your highest-margin offerings, eliminate profit leaks, and build a roadmap to sustainable profitability.
Strategic Financial Planning
Translate your business vision into a financial roadmap. We develop multi-year plans, scenario models, and growth strategies aligned with your goals.
KPI Development & Tracking
Define the metrics that matter most to your business. We build dashboards and reporting cadences that keep leadership focused on what drives results.
Risk Management
Identify financial vulnerabilities before they become crises. We assess exposure, strengthen controls, and build contingency plans that protect your organization.
Capital & Financing Strategy
Whether you're seeking a line of credit, SBA loan, or investor capital, we prepare your financials and narrative to put your best foot forward.
What You Can Expect
Fractional Controller
A Fractional Controller provides the rigorous financial oversight, accurate reporting, and operational discipline that growing organizations need — without the cost of a full-time hire. The foundation your finances are built on.
Financial Statement Preparation
Accurate, timely income statements, balance sheets, and cash flow statements — prepared to GAAP standards and ready for leadership, lenders, or auditors.
Month-End & Year-End Close
A disciplined close process that eliminates errors, reduces stress, and delivers reliable financials on a consistent schedule every period.
Internal Controls & Compliance
We design and implement the policies, procedures, and oversight mechanisms that protect your assets and ensure regulatory compliance.
Budget Development & Variance Analysis
Build budgets that reflect your strategic priorities, then track performance against them with clear variance reporting that drives accountability.
AP & AR Oversight
Streamline your payables and receivables processes to improve cash flow timing, reduce errors, and maintain strong vendor and customer relationships.
Audit Preparation & Support
Walk into your next audit with confidence. We organize documentation, coordinate with auditors, and resolve issues before they become findings.
What You Can Expect
Bookkeeping Services
Accurate, up-to-date books are the foundation of every financial decision you make. Our bookkeeping service keeps your records clean, your reports timely, and your business ready for whatever comes next — tax season, a loan application, or a growth opportunity.
"Clean books aren't just about compliance — they're the lens through which every smart business decision gets made. When your records are accurate, your confidence grows with them."
— Lola Foss, MBA
Transaction Recording & Categorization
Every income and expense recorded accurately and consistently — categorized to your chart of accounts so your financials always reflect the true state of your business.
Bank & Credit Card Reconciliation
Monthly reconciliation of all accounts to catch discrepancies early, prevent errors from compounding, and ensure your books match your bank statements to the penny.
Accounts Payable & Receivable
Stay on top of what you owe and what you're owed. We manage vendor bills, customer invoices, and payment tracking to keep your cash flow healthy and relationships strong.
Monthly Financial Reports
Clear, easy-to-read profit & loss statements, balance sheets, and cash flow summaries delivered on a consistent schedule — so you always know where your business stands.
Payroll Support
Accurate payroll recordkeeping and coordination with your payroll provider to ensure proper expense classification, tax filings, and compliance with reporting requirements.
Year-End & Tax Preparation Support
Clean, organized books handed off to your CPA at year-end — with all the documentation they need to file accurately and on time, minimizing surprises and maximizing deductions.
What You Can Expect
How We Work Together
A straightforward engagement process designed to get you results quickly — with no long-term lock-in and no surprises.
Discovery Call
A complimentary 30-minute conversation to understand your business, your challenges, and what financial leadership could mean for your growth.
Financial Assessment
We conduct a thorough review of your current financial position, processes, and reporting to identify gaps and opportunities.
Custom Engagement Plan
You receive a tailored scope of services, engagement structure, and timeline — built around your specific needs and budget.
Ongoing Partnership
We integrate with your team, deliver consistent financial leadership, and evolve our support as your organization grows and changes.
Not Sure Which Service You Need?
Many organizations benefit from both. Let's talk through your situation and determine the right level of financial leadership for where you are today — and where you're headed.
Start with a Free Strategy Session
Schedule a complimentary 30-minute call with Lola. No obligation, no pressure — just a clear-eyed look at your financial situation and what's possible.
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