Fractional CFO Near Owings Mills MD

Small Business  Bookkeeping & Fractional CFO

Get the pro-active, highly engaged business accountant and CFO you need to scale your business and improve profits. We provide the following services:

Cash Flow Management & Forecasting

Financial Strategy & Scenario Planning

Fundraising & Investor Readiness

Financial Reporting & KPI Dashboards

Profitability Analysis & Cost Controls


We work alongside CEOs, founders, and leadership teams who want a trusted financial partner—not just a spreadsheet.

Upgrade Your Accountant443-379-8870
Giving Back: Supporting Our Veterans

As part of our commitment to service and impact, 5% of all revenue is donated to veteran-focused nonprofits.
Supporting those who’ve served is deeply personal to us—and woven into the way we do business.
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Fractional CFO Packages

We have a scope of work for every small business. Choose your best fit.

Starter
Starting at:
$1,695
per month
Quickbooks Online or Xero
Quarterly CFO Call (90 min)
Financial Analysis
Monthly Cash Flow Forecasting with 6 Month Forward Reporting
Quarterly Budgets/Projections for 12 Months
Quarterly Goal Setting/Accountability Partner
Monthly Calls (30 minutes) to go over the financials
Available Add-on Packages
Bill Pay
Payroll
Monthly Bookkeeping
Get started
Growth
Starting at:
$3,295
per month
Quickbooks Online, Xero, NetSuite, or Sage Intacct
Monthly CFO Call (60 min)
Financial Analysis
Monthly Cash Flow Forecasting with 12 Month Forward Reporting
Monthly Budgets/Projections for 12 Months
Monthly Goal Setting/Accountability Partner
Bi-weekly Check-in Call (30 min)
Available Add-on Packages
Bill Pay
Payroll
Monthly Bookkeeping
Get started
Additional Notes:
Prices are locked for 1 year.
No long-term contracts.
30 Day money back guarantee.
*If for any reason the client does not feel that we added value after the first month, we will refund their fee - NO QUESTIONS ASKED.
Do you need help with your taxes?
While we don't perform tax planning or tax reduction services, we can connect you to our trusted partners who do!
We'll give you confidence that your finances and taxes are accurate!
Get started

Bookkeeping Packages

If you have any questions about which package would best suit your needs, contact us and we would be happy to answer any questions.

Start-Up
Starting at:
$350
per month
Quickbooks Online or Xero
Record transactions 2x's per week
Reconcile accounts monthly
Financial Reports provided monthly
Monthly Calls (30 minutes) to go over the financials
Get started
Growth
Starting at:
$750
per month
Start-Up services plus:
Record transactions 3x's per week
Bill Pay Service
Review to minimize your tax burden
Get started
Take-Off
Starting at:
$1500
per month
Growth services plus:
Will work in systems other than Quickbooks Online & Xero
Support during upgraded system implementation
Forecast/Budget Support and Reporting
Get started
Additional Notes:
Prices are locked for 1 year.
No long-term contracts.
30 Day money back guarantee.
*If for any reason the client does not feel that we added value after the first month, we will refund their fee - NO QUESTIONS ASKED.
Do you need help with your taxes?
While we don't perform tax planning or tax reduction services, we can connect you to our trusted partners who do!
We'll give you confidence that your finances and taxes are accurate!
Get started

Get the Friendly, Pro-Active Accounting Service You Deserve

You'll Love Being Our Client

Most accountants get overwhelmed because they have too many individual clients. We not only focus on a smaller group of business owners, but we've built a culture that's focused on making our clients lives better.

Upgrade Your Accountant443-379-8870
Get an Estimate and Book Service
Schedule Now
443-379-8870