Fractional CFO Services

Financial Reporting

Turn raw numbers into insight with financial reports built for decision-makers.

Monthly Reports

Monthly Reports

Visual Dashboards

Visual Dashboards

Executive Summaries

Executive Summaries

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Let our experience drive your financial success

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About the service

Your financial statements shouldn’t just sit in a folder—they should drive your business forward. We prepare GAAP-compliant monthly financials, including profit & loss statements, balance sheets, and cash flow reports, formatted to be clear, actionable, and boardroom-ready. Our reports are paired with visual dashboards that highlight trends, risks, and opportunities. You’ll walk into every investor meeting, leadership review, or strategic planning session with clarity and confidence.

Our Team

Meet our team
Camila Roizental

Camila Roizental

Client Success & Experience Manager

Camila Roizental
Michelle Gilmore

Michelle Gilmore

Operations Manager

Michelle Gilmore