We take the books and give you a CFO. Books closed every month, reports built for your business, Arveo to ask your numbers a question, and a monthly call with your CFO to decide what to do about them. Starts at $3,000 a month.
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Most owners have a bookkeeper and no one to talk to about the report. We do both: the books get closed by our team, and once a month you sit down with a CFO who's already read them. In between, Arveo answers the questions you'd otherwise save for the meeting.
Pick how often you need the books closed and how much forecasting you want on top. Every package includes bookkeeping, custom reports, Arveo, and a monthly CFO call.
Books closed every month, custom reports, Arveo, and a monthly CFO call. The right start for most owners.
What's included →Books closed every two weeks, plus a 13-week cash-flow forecast and a KPI check every two weeks. You see the low point before you hit it.
What's included →Books closed weekly, AR and AP oversight, and a weekly touchpoint. The whole finance function without the hires.
What's included →Five business days inside your books. Ends with a one-page "what a CFO would fix first" and the package we'd recommend. Credited to your first month.
How it works →Before you commit to a monthly fee, we spend five business days inside your books — the trailing twelve months — and hand you a one-page list of what a CFO would fix first, in order, with the numbers behind each one.
It's credited to your first month if you continue. If you don't, you still walk away knowing exactly where the money is going.
Every account, reconciled and questioned. Older history is caught up at $300 per month, quoted after the Diagnostic.
Pricing that didn't move with costs, jobs that lost money, owner draws running ahead of profit.
What a CFO would fix first, second, and third — with the dollars attached.
Which of the three fits, and why. Credited to month one if you continue.
Arveo connects to your QuickBooks and answers in plain English — "can we afford a $48,000 build-out?", "which jobs made money last quarter?", "what's my cash position 60 days out?" Nothing changes in your books until a human approves it. Every package includes it.
HVAC, roofing, plumbing, electrical, landscaping, GCs. Lumpy cash, job costing, progress billing — do you know which jobs made money last quarter?
Commission timing, carrier reconciliations, agent payouts, chargebacks — do your books reconcile to carrier statements every month?
Client concentration, utilization, insurance receivables, inventory tying up cash — how many months of payroll are in the bank right now?
No proposal decks. Four steps, and you can stop after any of them.
Free, 15 minutes with Jason. Bring your P&L or your bank balance. You leave with the two or three things a CFO would fix first.
$1,500, five business days inside your books. A one-page fix list and the package we'd recommend. Credited to month one.
Monthly Clarity, Cash Control, or Finance Department. Bookkeeping included in all three.
Books closed on schedule, reports built for you, Arveo on, and a CFO call every month that ends with what to do next.
Most owners outgrow a single bookkeeper long before they can justify a $200,000 CFO. 4Financial fills that gap: the books get done by our team, and you get a CFO who's already read them — for one flat monthly fee.
Jason came up through public accounting at BDO and has run the books for contractors, insurance agencies, and owner-led businesses across South Florida. He takes every Numbers Call personally.
Bring your most recent P&L or just your bank balance. You'll leave the call knowing the two or three things a CFO would fix first — whether or not you ever hire us.
