Bridge the gap between what happened and what's next
You have a bookkeeper who keeps the records and a CPA who files the taxes. But who helps you plan ahead? Who helps you understand your numbers and use them to lead?
Our CFO services are designed to give you that missing link: a strategic financial partner to see the big picture, anticipates what's coming, and helps you make confident decisions.
You'll gain more than clean financials. You'll gain insight, foresight, and a partner who's thinking about your business like you do.
Request our Packages and pricing. Click here to tell us about your needs.
What’s Included:
Our CFO support is customized based on your goals, but common services include:
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Monthly Financial Review Meetings – Understand your numbers and trends—not just what happened, but why.
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Customized Dashboards & Reporting – See what matters at a glance, tailored to your KPIs.
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KPI Tracking & Performance Insights – Monitor progress toward your business goals and optimize in real time.
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Cash Flow Snapshots & Analysis – Stay ahead of cash needs and plan proactively.
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Strategic Forecasting & Budgeting – Plan for growth, seasonality, hiring, and new investments.
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Scenario Planning & Decision Support – Evaluate “what ifs” with confidence.
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Growth Strategy Sessions – Make smart choices around pricing, hiring, and expansion.
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Collaboration with Your CPA, Attorney, or Team – We play well with others—because integrated strategy wins.
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Priority Support & Ongoing Access – A strategic partner you can call when it counts.
How it works
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Schedule a Discovery Call
We start with a conversation to understand your current challenges, goals, and internal capacity. -
Receive a Custom CFO Plan
Based on your needs, we’ll design a tailored CFO support package—from light-touch guidance to hands-on partnership. -
Build, Forecast, and Lead with Confidence
We’ll meet regularly, keep you ahead of the curve, and provide the insights and peace of mind you need to lead with confidence.
Is This Right for You?
Our CFO services are ideal if:
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You’ve outgrown basic bookkeeping and tax-only support
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You’re preparing for growth, change, or big decisions
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You want better visibility, more control, and proactive planning
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You value having a strategic sounding board for key financial moves
Frequently Asked Questions (FAQs)
Q: What does a fractional CFO actually do inside my organization? A: Think of it as having a senior financial partner embedded in your team, without the full-time cost. Depending on your needs, that looks like monthly financial reviews, cash flow forecasting, profitability analysis, support for major financial decisions like hiring or pricing changes, and attendance at leadership or board meetings. You get someone who knows your business, your numbers, and your goals, and who shows up ready to help you act on all three.
Q: How is this different from hiring a part-time bookkeeper or accountant? A: A bookkeeper or accountant works at the transaction and compliance level. A fractional CFO works at the strategy and decision-making level. We interpret your financials, build forward-looking models, and help you understand the financial implications of the choices you're facing. Most of our clients have a bookkeeper already. We work alongside them, not instead of them.
Q: What do I need to prepare before we start? A: Not as much as you might think. It helps to have access to your accounting software and any existing financial reports, but you don't need to have everything organized or in perfect shape. Part of the initial work is getting clear on where things stand. Bring your questions, your goals, and a willingness to look honestly at the numbers. We'll take it from there.
Q: Does Kewell Consulting prepare taxes or conduct audits? A: No, and that's intentional. Tax preparation and audits are the domain of CPAs, and there are excellent CPAs who specialize in exactly that work. Kewell Consulting operates at the strategic and operational finance level: cash flow forecasting, profitability analysis, financial planning, and the decision support that helps you lead your business with confidence. Many of our clients work with a CPA for compliance and with Kewell Consulting for strategy. The two roles complement each other well, and we're happy to work alongside your existing accounting team.
Grow with Strategy, Not Guesswork
Let's take the guesswork out of your financials and replace it with insight, strategy, and momentum.
Or contact us to learn how strategic CFO support can drive your business forward.
