Mask Family Services Logo
Fractional CFO Services

Strategic Financial Guidance for Business Owners Who Need to Understand Where the Money Is Going

You built a business, but the finances feel murky. You need more than bookkeeping—you need analysis, forecasting, and planning. Get CFO-level strategic guidance without the six-figure salary.

Most business owners don't need a full-time CFO, but they desperately need the clarity, forecasting, and strategic planning that a CFO provides. We deliver exactly that: financial analysis that shows you where your money is going, cash flow forecasting that helps you plan confidently, and budget projections tied to your goals. All backed by clean, accurate bookkeeping that ensures your numbers are trustworthy.

What's included in our Fractional CFO services

Financial Analysis

Reveals exactly where your money is going and why

Cash Flow Forecasting

Plan for growth, avoid shortfalls, and make confident decisions

Budget Analysis & Projections

Financial projections tied to your strategic goals

Goal Setting

Align your financial reality with your business ambitions

Monthly Bookkeeping

Clean foundation for strategic insights through reconciliations

Audit Support

Cash management and process improvements when you need them

Perfect for

Built for owner-led businesses that need strategic financial guidance, not just bookkeeping

We work with business owners, operators, and leadership teams who are asking the right questions about their finances but don't have the internal expertise to answer them.

You're a perfect fit if you need...

Owner-led businesses asking, 'Where is the money going?'

Teams without a full-time CFO but need one for strategic planning and forecasting

Business owners who want to understand their finances and make data-driven decisions

Companies preparing for growth, funding rounds, or major strategic shifts

Leaders needing audit support, lender reviews, or process improvement initiatives

Businesses that need more than bookkeeping but can't justify a six-figure CFO salary

Why business owners trust Shelly

20+ years of excellence in financial and accounting leadership across multi-entity businesses

B.S. in Accounting with specialization in Accounting Information Systems

Strategic mindset focused on helping owners see patterns, plan ahead, and grow profitably

Plain-English communication that translates complex financial data into actionable decisions

Ready to get clarity on your finances and plan for profitable growth?

Let's talk about where your business is today, where you want it to go, and how fractional CFO services can give you the financial clarity and strategic planning to get there. We'll map out the first 90 days together.

Email Shelly instead