For Business Owners

Your Fractional CFO & Accounting Team In One

Stop chasing your accountant for answers. Get CFO-level strategy, done-for-you bookkeeping, and 24-hour response times—all for one flat monthly fee.

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See What's Included

Certified & Trusted

Who This Is For

Built for Businesses That Want to Scale

We work with established businesses who are ready for real financial leadership—not just someone to categorize transactions.

Trades & Home Services

Plumbing, HVAC, landscaping, electrical contractors ready to get organized.

E-Commerce

Online sellers who need clarity oninventory, margins, and cash flow.

Real Estate Investors

Portfolio tracking, entity management,and property-level P&L.

Professional Services

Agencies, consultants, and service businesses scaling past $500K.

How It Works

From Chaos to Clarity in 4 Steps

Discovery Call

We learn about your business, current financial setup, and what'snot working. No sales pressure—just honest assessment.

Onboarding & Cleanup

We get access to your accounts,clean up any backlog, and set up your systems properly from dayone.

Ongoing Management

Weekly bookkeeping, monthly CFOreports and calls, and instantaccess via your private Slack channel.

Scale With Confidence

Make hiring, expansion, and investment decisions backed by real data and strategic guidance.

What You Get

CFO Strategy + Done-For-You Accounting

Accounting Services

Done weekly to keep you current—not playing catch-up before tax season.

Weekly Transaction Categorization

Monthly Account Reconciliation

Ongoing Chart of Accounts Optimization

Monthly Financial Statements (P&L, Balance Sheet, Cash Flow)

Private Slack Channel (24hr Response)

Fractional CFO

Strategic guidance that actually moves the needle—not just reports that collect dust.

Monthly CFO Report

Monthly CFO Strategy Call

Monthly Cash Flow Forecast

Budget Creation & Management

KPI Tracking & Targeting

Customize As Needed

Add on services based on what your business actually needs.

Additional Entities

Bill Pay & Vendor Management

Invoicing & Collections

Payroll Management

Catch-Up & Cleanup

Behind on your books? We'll get you current fast.

Historical bookkeeping reconstruction

Chart of accounts cleanup

Typical cleanup completed in 2-4 weeks

Client Results

What Our Clients Say

"4Financial's CFO services brought clarity and forward-thinking strategies to our insurance brokerage. Invaluable guidance from Jason and his well-coordinatedteam! They understand our business inside and out."

Rajeev S.

Insurance Brokerage

"Reliable and meticulous! It's made tax season so much easier for our insurance company."

Sara K.

Insurance Company

"With strategic advice from 4Financial, we've navigated complex financial decisions with confidence. The pricing is fair, and theservice is exceptional.

Allison T.

Movie Production

"4Financial has been a game-changer for our retail business. Jason and his team really understand our needs.

James P.

Retail Business Owner

FAQ

Common
Questions

Everything you need to know before we work together.

Ready to Start?

Get Financial Clarity Today

Schedule a discovery call. No sales pressure—just an honest conversation about whether we're the right fit.