top of page

Fractional CFO Services

Starting a business is hard.

Growing a business is harder.

We can help.

Get the benefit of a well-run finance department without hiring a new team.  Sota Bookkeeping offers fractional CFO services for small businesses, providing a full range of financial services to help keep the financial side of your business running smoothly while you focus on everything else.

Whether you’re starting a company from scratch or just looking to grow, Sota Bookkeeping can provide the support and invaluable insight you need to move forward in confidence. Some of our services include (but are not limited to):

  • Cash Flow Forecasting

  • Key Performance Indicator Dashboard

  • Budgeting

  • Business Advisory

  • Peer Comparison

  • Quarterly Business Reviews

I’ll speak with you in depth about your unique needs and objectives.  We aim to determine clear short- and long-term goals so that we can accurately track your progress along the way.

No matter the scope of your goals, seeking a third-party perspective is invaluable.  I adopt an inclusive approach to advising, meaning all potential outcomes are taken into consideration.  There are inherent risks to doing business, so due diligence in assessing those risks is needed.

Whether your business is big or small, I can help you reach your goals and succeed.  With transparent, honest, and direct advice, I can help develop innovative solutions that will benefit you not only today but also years down the line.

Increase profits.

Avoid risks.

Discover new opportunities.

Strategize your future.


I am ready to help you do all of the above. All you have to do is call!

bottom of page