Fractional CFO in West Palm Beach

Cash flow in a seasonal market

West Palm Beach has a short, busy season and a long, quiet one. For hospitality, home services, landscaping, pools and marine work, that means most of the year's cash arrives in a few months and has to be managed across the rest.

We build a week-by-week cash view so you know in October what March will look like, and we track the jobs and services that actually make money so the busy months go to the work worth doing.

How the CFO package works

1. Step 1

   Free audit first

   Connect QuickBooks or Xero in about two minutes. Within seconds you see the first things worth a closer look, and we go through the full report with you on a 20-minute call.

2. Step 2

   We take over the books

   Every account reconciled and kept current, deposits matched to invoices, bills matched to payments. Nothing is written to your books without your approval, entry by entry.

3. Step 3

   Live numbers, not a monthly PDF

   Cash, profit and the balance sheet as of today, and an assistant that answers questions from your own ledger in plain English.

4. Step 4

   A monthly review

   What changed, why it changed, and what to do next: cash runway, margins by service or location, what to raise, what to cut. Taxes stay with your CPA, on clean numbers.

Who we work with in West Palm Beach

• ›Home services: pools, landscaping, HVAC
• ›Hospitality and events
• ›Marine services
• ›Professional services
• ›Short-term rental owners

Questions

Is this just bookkeeping?

Bookkeeping is the base. On top of it you get live numbers, the checks that find money (duplicate bills, unbilled work, unmatched deposits) and a monthly review.

What if our books are behind?

Most people start with a cleanup: $1,500 for the period you name, credited toward the CFO package if you start it within 30 days.

Do you do our taxes?

No. We work with your CPA, who files, on clean numbers.