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Understand the numbers.
Have help with
what comes next.

CFO guidance and accounting support, connected to better processes and practical AI. Get clearer numbers while reducing the manual work needed to keep them current.

Book a 20-minute intro call Fractional CFO support
Monthly financial reviewAugust 2026

What needs your
attention this month?

Draft for review
Revenue$28,000$2,000 below plan
Overdue invoices$6,000Follow up on payment timing
Where revenue came from Actual Plan
Advisory
$12,000
Projects
$9,000
Support
$7,000
3
Source items to check

A possible duplicate, an unclassified expense, and a missing budget figure.

Illustrative example · fictional data
Figures are provisional until reviewed.

CFO & financial guidance

Cash-flow forecasts, budgets, and profitability analysis that help you plan spending, hiring, and growth.

  • Cash-flow planning and scenario forecasts
  • Budgets, financial models, and performance reviews
  • Pricing, project margins, and unit economics
  • Financial context for hiring and investment decisions

Accounting & reporting support

Stronger reporting routines, month-end coordination, and better invoicing processes, alongside your bookkeeper or accountant.

  • Management reports and budget-to-actual reviews
  • Month-end process and accounting coordination
  • Invoicing, receivables, and payables workflows
  • Data-quality checks and reporting-system improvements

Operations & implementation

Hands-on project support, connected systems, and practical AI that help your team follow through.

  • Workflow mapping and process improvement
  • Business-system integration and implementation support
  • AI-assisted document, reporting, and follow-up workflows
  • Project coordination, operating guides, and team handoff
  • Contract coordination: organize documents, track reviews and signatures, and follow up with legal counsel
  • Entity setup support: coordinate information, paperwork, and next steps with your legal and tax advisers

Start with the
support you need.

We review your records and systems before quoting. Any bookkeeping cleanup or reconciliation work is scoped separately.

Experience building
finance functions.

Britton Russell has served as CFO at Umoja Biopharma, Parse Biosciences, and GenapSys. He has helped small businesses scale and led the implementation of the systems behind the numbers.

About Britton

See what a financial review can look like.

Explore a business or nonprofit example with fictional data. Check the sources, resolve the gaps, and prepare a summary.

Open the sample review

What’s taking up
too much of your time?

Tell us about the repeated task, the tools that don’t connect, the project that’s stuck, or the numbers you need to understand.

Book a 20-minute intro call We’ll talk through your priorities, whether we’re a fit, and a sensible next step. No preparation needed.