Stop drowning in back-office work. Get the financial clarity and operational efficiency you need to focus on what matters—growing your business. We combine fractional CFO expertise with smart automations to save you time AND money.
Financial Clarity That Drives Growth
See exactly where your money is going with cash flow forecasting, budget projections, and strategic planning that inform your next move—without the six-figure CFO salary.
Hours Back Every Month
Free up 10+ hours monthly by automating repetitive tasks. We connect your tools—websites, forms, CRMs, and accounting platforms—so they work together seamlessly.
Confidence in Your Operations
Clean financials meet efficient workflows. Get accurate numbers you can trust and automated processes that run in the background while you focus on your business.
We provide CFO-level financial analysis, forecasting, and planning backed by accurate bookkeeping—giving you the insights to grow profitably and the confidence to make smart decisions.
Our principles keep every engagement grounded: clear numbers, responsive communication, and recommendations you can act on immediately.
Clean, reconciled numbers that hold up during audits and leadership reviews.
Direct access to Shelly and Matthew for quick answers without jargon.
Focus on the decisions you need to make, delivered in plain English with actionable next steps.
We pair strategic financial guidance with practical automation know-how so your business has clarity, confidence, and systems that work.
Fractional CFO & Accounting Lead
Over 20 years providing strategic financial guidance and accounting leadership to owner-led businesses. Shelly specializes in translating complex financial data into clear, actionable insights that drive confident decision-making and profitable growth.
Strengths: financial analysis, cash flow forecasting, budget planning, strategic goal setting, reconciliations, and audit preparation.
Systems and automations
Software developer focused on weaving together the tools you already use. Matthew builds lightweight automations and reporting so your accounting stack feeds the rest of the business.
Strengths: system integration, workflow automation, reporting, and operational design.
Get clarity on your finances
Book a short call and we will talk through where your business is today, where you want it to go, and how we can help you get there.
