Cash
Runway you can see.
Cash and runway so the owner knows what’s available to spend, save, or invest.
Fractional CFO
Cash, KPIs, and clearer owner decisions — without a full-time hire.
Fractional CFO support for growing service businesses and real estate owners in Concord, Huntersville, Charlotte, and Davidson.
KPIs
Numbers that drive the call.
A light management pack — margin, cash, a few owner metrics — and the questions next to growth: pricing, hiring, pacing.
Who it’s for
Past “just bookkeeping.” Not ready for a full-time hire.
Owners of growing service businesses and real estate who need decision support — not a full-time hire. Books and close can sit with monthly bookkeeping. Practical CPA advice lives on advisory. Tax stays on the same desk when you want it — see tax.
Cash, KPIs, and the calls next to growth.
Concord, Huntersville, Charlotte, and Davidson. Video, your place, or the home office in Concord.
If you want Fractional CFO support, say so.
A short note about the business and what you need is enough to start.