CHASE FRACTIONAL CFO & BOOKKEEPING SOLUTIONS

Join Our Lucky Business

Owners Who Saved $67K

On Average This Year

While Getting 3X

More Family Time!

"Join The Lucky Business

Owners Who Saved

$67K On Average This

Year While Getting

2X More Family Time!"

Join Our Lucky Business Owners Who Saved$67K On Average

This Year While Getting

3X More Family Time!

"Join The Lucky Business

Owners Who Saved

$67K On Average This

Year While Getting

2X More Family Time!"

ADVANCED BOOKKEEPER PRO

Why Our Clients Keep Choosing Us?

"SLASHED MY COSTS"

💰

Save big bucks on benefits, bonuses, and those pesky payroll taxes... while still getting C-suite expertise for a fraction of that $200k+ salary!

"WE TAPPED INTO MASSIVE EXPERIENCE"

🎯

These pros work with multiple companies... meaning they've seen A LOT and solved it all. You're getting a treasure trove of knowledge!

"MASTERED MY CASH FLOW"

💵

Transform your money management game with proven strategies that actually work.

"they helped us CUT COSTS with strategic priority"

✂️

Discover hidden efficiency opportunities you never knew existed.

"STARTED MEASURING WHAT MATTERS MOST"

📊

THEY HELP CREATE crystal-clear performance tracking that shows you exactly where WE stand.

"THEY PROVIDE THE NEEDED UNVARNISHED TRUTH"

🎭

No office politics. No hidden agendas. Just straight-shooting advice from someone who's not trying to protect their full-time position.

Business owners who want to grow their sales

Business owners who want to stop doing their own books

Business owners who want to understand exactly what is going on in their business

HERE ARE OUR CORE SOLUTIONS

Let's connect live to review your needs and customize

the perfect service for your specific needs.

Book a FREE consultation today!

CUSTOM BUILT

BOOKKEEPING

Let's talk about something that's probably keeping you up at night- your books, and if not, they should if you're handling them by yourself.

Here's the deal: When it comes to managing your books, you've got three options (and honestly, only one of them makes real sense if you want to grow).

Option 1: DIY your books (and spend countless late nights wrestling with receipts and learning software that changes all the time)

Option 2: Hire a full-time bookkeeper (hello, hefty payroll costs and benefits!)

Option 3: Partner with a professional bookkeeping service (aka your new secret weapon)

Here's what smart business owners already know:

Your time is worth WAY more than what you're spending on basic number-crunching.

While you might think you're saving money doing it yourself, you're actually losing precious hours you could spend landing new clients or growing your business.

Think about it - when you're handling regular transactions, monthly reconciliations, and year-end tax prep, do you really want to gamble with a DIY approach?

Or pay full-time salary and benefits for something that might not need 40 hours a week?

That's exactly why outsourced bookkeeping services are becoming the go-to solution for savvy business owners.

Straight books, A/R, A/P, payroll, and more! We do it all and get you back to what you do best!

You get expert-level, full time bookkeeping without the full-time price tag.

Pretty sweet deal, right?

Book a FREE consultation today!

OUTSOURCED

CFO SERVICES

Are you flying blind when it comes to your company's financial strategy and monthly accountability?

Do you know the best practices to get your team involved properly?

Do you have an industry specific scorecard backed up with measurable KPIs?

Do you know the WHOLE story behind the 3 key reports?

Listen - as your business scales, there comes a critical moment when basic bookkeeping just isn't enough anymore.

You need serious financial leadership, but here's the kicker: you've got three ways to get it...

Option 1: Try to be your own CFO (while juggling everything else on your plate)

Option 2: Hire a full-time CFO (we're talking $200K+ per year - ouch!)

Option 3: Partner with an outsourced CFO service (and get Fortune 500 expertise without the Fortune 500 price tag)

Here's the reality check: While you're brilliant at running your business, strategic financial planning is a whole different ballgame.

We're talking cash flow forecasting, investment strategies, funding negotiations, and growth modeling that can make or break your company's future.

Think about it - do you really want to:

Guess at your growth strategy?
Miss out on critical tax-saving opportunities?
Navigate funding rounds without expert guidance?
Make major decisions without solid financial analytics?

Smart business owners are catching on fast: An outsourced CFO brings you the same high-level expertise as a full-time chief financial officer, but at a fraction of the cost.

You get the strategic horsepower when you need it, without the crushing overhead of a full-time executive salary.

Book a FREE consultation today!

TEAM TRAINING

& DEVELOPMENT

Is your accounting team operating like a well-oiled machine... or are they just barely keeping their heads above water?

Whether you're grooming a new CFO or building a rock-star bookkeeper, here's something crucial you need to know.

There are three ways to develop your financial dream team:

Figure it out through trial and error (yikes - expensive mistakes ahead!)
Hire experienced pros to mentor your team (hello, astronomical salary costs!)
Partner with specialized financial team trainers (your fast-track to excellence)

But here's what makes professional team development a total game-changer:

🔥 IMMEDIATE BENEFITS:

Cut training time in half with proven systems
Eliminate costly rookie mistakes
Get consistent, reliable processes across your team
Create confidence in your new financial leaders

🚀 LONG-TERM WINS:

Build a self-sufficient, high-performing team
Develop future leaders who actually understand your business
Create standardized procedures that scale
Establish clear career paths that retain top talent

Think about it: Every day your team isn't operating at peak efficiency is costing you money. Every process gap, every training oversight, every miscommunication... it all hits your bottom line.

Smart companies are turning to specialized

team development.

You get:

Custom training programs that fit YOUR business
Ongoing mentorship and support
Proven systems that have worked for companies just like yours

The best part? Your team learns while they work - no downtime, no productivity loss, just continuous improvement that pays for itself.

Book a FREE consultation today!

READ WHAT THEY'RE SAYING ABOUT OUR SERVICES

We love Chase and his team because...

"A real partnership that allowed us to grow!"

"As a small business owner it's hard to get the right education about our financials. Chase has served as our CFO for years now and we are clear on what needs to happen to grow profit and grow our business! I sleep so much better at night knowing that I have a partner like him."

~ Jim C

Franchise Owner

"The best books in our industry!"

"Our CPA was so impressed with our books that he hired Chase's team for his own clients.

We get our P&L within 5 days of the month being closed. We are signing up for his fractional CFO services next week."

~ Sally T

Multi Hair Salon Owner

What is a FRACTIONAL CFO you ask?

Running a business comes with financial challenges, but hiring a full-time CFO isn’t always practical or affordable.

That’s where our Fractional CFO services come in.

We provide experienced financial leadership on a part-time or as-needed basis, giving you the strategic guidance of a CFO—without the full-time cost.

Our services include:

✅ Strategy & Planning – Helping you set goals, manage cash flow, and make informed financial decisions.

✅ Profitability & Growth Optimization – Identifying ways to increase profits and scale your business.

✅ Budgeting & Forecasting – Keeping your business on track with clear financial roadmaps.

✅ KPI & Performance Tracking – Measuring what matters to ensure financial success.

✅ Investor & Lender Relations – Helping you secure funding and build financial credibility.

With our Fractional CFO services, you get expert insights, better decision-making, and the confidence to grow your business—without the high cost of a full-time CFO.

Let’s take your business finances to the next level! It's more affordable than you would think!

Book a FREE consultation today. Click below.