Fractional CFO Services
Expert Financial Strategy for Hands-On Business Owners
You’re a visionary with big dreams and an even bigger to-do list.
It’s frustrating to carry that big vision and feel stuck in the weeds of your day-to-day work.
And you can’t help but wonder:
Will I ever reach that financial goal?
Why is money always the thing holding me back?
Who can answer my financial questions?
When you feel like your business is taking over, it can be hard to have the freedom to do the things you love…
That’s one reason why you started your business in the first place, right?
You start out strong, but eventually find yourself chasing new work and never get time to sit down at your desk to even look at your books… much less relax.
You need someone to keep their head in your finances so you don’t have to.
If you’re nodding in agreement, here’s how AFS gets your business on track:
Business owners like you can completely change the trajectory of their business when they invite an expert CFO to bring clarity and direction.
CFO-Monthly Accelerated Growth
$1250 to $3500 per month
Financial statement review
13-week cash flow forecasting
6-month income projections & WIP reporting if needed
Goal creation and accountability
Monthly 60-minute CFO call
Bi-monthly 30-minute financial check-in call
NOT Included: Bookkeeping Categorization, Reconciliation, and Job Costing.
A $350 setup and onboarding fee will be applied.
Meet Your CFO
Hello! I’m Jen, your financial sounding board and strategist. I’m passionate about empowering business owners not only to know their numbers, but also to use them to reach their big goals. Clients who work with me love how I take a holistic approach. It’s never just about compliance here at AFS.
Our goal is to give you the tools to make financial decisions with confidence. Our strategies, education, and background have propeled business owners forward, and we’d love to support you as well.
While many business owners are struggling to get out of the weeds,
working with AFS puts you in charge of where your money is going.
You confidently:
Make wiser financial decisions with the future of your business in mind,
Price your services to make a profit,
Stop guessing the next investment you need to make, and
Increase the amount of money you pay yourself.
AFS has transformed my business. They have helped me install updated workflows with my cashflow and money management systems.
Farnsworth Productions
Jen takes the time to educate us, empowering us to make informed decisions with confidence… More than just a financial advisor, Jen feels like a trusted member of our team, constantly working alongside us to drive our success.
Palmera Construction Group
You can start with AFS in 3 easy steps:
Schedule your free call
Receive expert financial leadership
Increase profits
Final questions you may have before investing with AFS:
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Your team is growing and you’re bringing in at least 500K a year. You’re ready for someone else’s leadership, advisory, and accountability inside your business.
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AFS strives to serve Construction, Landscaping, and Agency owners. We do not work with retail, restaurants, and most healthcare industries. But don’t hesitate to reach out to us. We’ll be honest if we’re a great fit.
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Great question. The simple answer is YES! We do offer bookkeeping at an additional rate for our CFO clients. Many times clients already have bookkeeping set up so we work closely with that bookkeeper to get the the ledger set up for great cashflow forecasts. We have recommended finding a new bookkeeper at times based on the scope of work needed in your industry.
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We do NOT do tax preparation, but we help our clients with tax strategy and communication with your CPA.
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You get unlimited email support, bi-monthly calls, and a financial dashboard to consistently see your growth. We also offer quarterly financial trainings that you and your team can attend.
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This does not include any subscription services. This keeps you as the master admin and us as a supporting role in your finances.
Stop trying to piece together financial business strategies and get started with AFS today.