OUR SERVICES

3 Levels of Fractional

Financial Leadership

LEVEL 1

Lite

For small businesses that need more structure, clearer financial visibility, and practical guidance.

FOCUS

foundational reporting, cash visibility, basic controls, and improved financial routines.

LEVEL 2

Core

For growing businesses that need regular strategic finance support.

FOCUS

stronger reporting, improved close processes, KPI visibility, better controls, and ongoing decision support.

LEVEL 3

Strategic

For mid-market businesses that need high-level finance leadership without a full-time hire.

FOCUS

executive reporting, scalable financial infrastructure, forecasting, stronger controls, and strategic decision support.

PIVOT 90™: A 90-Day Financial Transformation Sprint

Diagnose. Stabilize. Scale.

PIVOT 90™ is not just a diagnostic.

It's a structured, 90-day transformation sprint designed to turn financial complexity into clarity—and insight into action.

In just 90 days, we:

1

Diagnose what's not working

2

Deliver quick wins to build trust and momentum

3

Build the systems, insight, and discipline needed for scalable growth

All advisory levels follow the proven PIVOT Method™:

P

Pinpoint the Pressure

I

Illuminate the Insights

V

Validate the Priorities

O

Optimize the Engine

T

Translate Finance into Traction

The difference is the level of depth and strategic support:

  • Lite: foundational structure and visibility

  • Core: regular strategic finance support and operational optimization

  • Strategic: executive-level support and transformation leadership

Days 1 – 30: Diagnose & Prioritize

Powered by The Financial PivotPoint

We assess your business across four critical PivotPoints to identify risks, opportunities, and high-impact actions.

PivotPoints Lite Core Strategy
Tax Dimensions Basic efficiency Multi-state strategy Complex nexus optimization
Financials Dimensions Visibility Margin optimization Enterprise-level profitability modeling
Systems Dimensions Organization Data integrity Full automation & integration
Planning Dimensions Stability Forecasting Strategic modeling

Days 31 – 60

Stabilize & Build Confidence

We move quickly to reduce pressure and create traction by:

  • Delivering targeted quick wins

  • Improving financial visibility

  • Strengthening core processes

  • Reducing operational and financial strain

OUTCOME:

You gain clarity, momentum, and confidence in your numbers—and your decisions.

Days 61 – 90

Transform & Scale

We shift from stabilization to long-term value creation:

  • Build scalable financial infrastructure

  • Elevate decision support & reporting

  • Align finance with growth strategy

  • Establish the discipline needed for sustained performance

OUTCOME:

A stronger, smarter financial engine ready to support growth.

level 1

Lite

This is for businesses that are not ready for a full fractional Controller relationship but need more than bookkeeping.

Service includes:

  • Monthly financial review

  • KPI/cash flow review

  • Owner Meeting (60–90 min)

  • Light forecasting/business insights

  • Email support

  • Recommendations on process improvements

Pivot 90 - Lite

Days 1–30: Diagnose & Prioritize

Powered by The Financial PivotPoint – Lite Diagnostic Tool to create clarity, organization, and foundational decision making.

Days 31 – 60: Stabilize & Build Confidence

Create quick wins that reduce chaos, improve visibility, and help you feel more in control of the business

Days 61 – 90: Transform & Scale

Move from basic stabilization into a more reliable operating rhythm that supports sustainable growth.

To download the full service profile, please fill out form

level 2

Core

This is for small businesses that need regular strategic finance support (Think Controller)

Service:

  • Everything in Lite

  • Monthly close review

  • Budget vs actual analysis

  • Rolling cash forecast

  • Margin/profitability analysis

  • Decision support for staffing, pricing or growth investments

  • 2–4 meetings per month

  • More hand-on collaboration with owner

Pivot 90 - Core

Days 1–30: Diagnose & Prioritize

Powered by The Financial PivotPoint – Core Diagnostic Tool for scaling discipline, margin protection, and operational alignment.

Days 31 – 60: Stabilize & Build Confidence

Deliver visible operational and reporting improvements while establishing a more strategic cadence with leadership

Days 61 – 90: Transform & Scale

Create the financial infrastructure, operating rhythm, and strategic support needed to sustain growth more effectively.

To download the full service profile, please fill out form

level 3

Strategic

This is for mid-market CPG businesses needing executive-level support without a full-time hire

Service:

  • Everything in Core

  • Executive decision support

  • Board/investor reporting

  • Scenario modeling

  • Financing readiness

  • Internal controls/process design

  • Department buildout

  • Cross-functional leadership support

  • Weekly meetings/deeper involvement

Pivot 90 - Strategic

Days 1–30: Diagnose & Prioritize

Powered by the Financial PivotPoint – Strategic Diagnostic Tool to create enterprise-level strategy, risk mitigation, and scalable architecture.

Days 31 – 60: Stabilize & Build Confidence

Quickly establish executive credibility by improving reporting quality, reducing operational friction, and addressing risk and visibility gaps that affect leadership decisions.

Days 61 – 90: Transform & Scale

Drive meaningful finance transformation by strengthening infrastructure, enabling better strategic decisions, and creating a roadmap for sustained growth and performance.

To download the full service profile, please fill out form

Ready to stop guessing and start making confident financial decisions?

Let's turn your numbers into a strategy that supports real, sustainable growth.

Cassie Crow, CPA — Founder

Texas-licensed CPA

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