Most clients start with one and add the other. Fractional CFO work keeps the business on track; fee-for-service planning makes sure the owner is, too.
For owner-managed businesses that have outgrown their bookkeeper but don't need, or can't justify, a full-time CFO. You get the same judgment on a part-time basis, at a fixed monthly fee.
Monthly financials and a short set of KPIs you'll actually read.
Rolling forecasts so you see a squeeze months before it hits.
Annual budgets, margin analysis and pricing decisions.
Lender reporting, covenant tracking and financing applications.
Board packages and shareholder updates that hold up to scrutiny.
Getting the numbers ready for a successor, buyer or lender.
Ten hours of CFO time a month · From $4,000 a month
A financing package, a budget build, a financial review · Quoted per project
Independent planning for business owners and professionals who want clear answers without a sales pitch attached. You pay one fixed fee, agreed before we start. Nothing else.
Your goals, your numbers, and what's keeping you up at night.
A written plan, walked through in person, with clear next steps.
An optional annual check-in as life and the business change. Billed hourly at $400.
We don't sell investments, insurance or any other product. The only thing we're paid for is advice.
Succession, governance and next-generation planning for family businesses is handled through Blackwood Family Enterprise Services, where Morris is an advisor.
Book an intro call. We'll tell you plainly whether we can help, and which service makes sense.