Fractional CFO Services
for Financial Clarity
and Real Profit Growth
You’re doing $2M–$10M in revenue but you can’t tell which jobs make money, cash flow feels random, and every growth decision is a gamble. That changes here.
Most of our clients come to us after years of running their business without real financial visibility.
Revenue Is Real. Cash Flow Clarity Is Not.
You look at your bank account at the end of the month and genuinely don’t know if you made money. You’re making million-dollar decisions on gut feel and hope.
Cash Flow Keeps You Up at Night
A big payment is late, payroll is due, and suddenly you’re scrambling. Or you have a great revenue month and still feel broke. You don’t understand why.
No Idea Which Jobs Are Profitable
You’ve never once sat down and looked at which jobs or clients are actually making you money. Revenue is coming in — but profit feels like a complete mystery.
Your Accountant Shows Up at Tax Time
That’s the extent of your financial guidance. The rest of the year, you’re making hiring, pricing, and growth decisions with no financial framework to make them from.
From Flying Blind to CEO-Level Financial Control
Your CPA keeps you compliant. We build the forward-looking financial strategy that turns a stressful, gut-feel business into one you can grow, scale, and one day sell.
Before OiProfit:
- QuickBooks is either a mess or produces reports you can’t read
- Cash flow timing is unpredictable — good months and bad months seem random
- No budget, no forecast, no idea which jobs or clients are profitable
- Pricing based on gut feeling, not margin data
- Can’t tell a clear financial story to the bank
- Doing the work of an operator, a manager, and a part-time financial admin
After 90 Days With Your CFO:
- Clean, standardized books with a working month-end close process
- 12-month forecast telling you if you can hire, buy equipment, or take on new work
- Job-level profitability on every project — you know where money is made and lost
- Pricing backed by real margin data and industry benchmarks
- Clean books and a clear financial story when you walk into the bank
- Running the business like a CEO instead of being trapped as the operator
Fractional CFO Services: 90 Days to Clarity, Then Growth
Our CFO services start with a 90-day financial system rebuild. Once you have control, we stay as your ongoing CFO partner.
90-Day CFO Transformation
The complete financial system rebuild. By day 90, you have clean books, a working forecast, and profit visibility for the first time.
- In-depth financial health assessment
- QuickBooks audit, cleanup & standardization
- Month-end close process & checklist
- Cash flow forecast or 12-month budget
- 3 KPIs defined & tracked per client
- Job/project costing setup
- CFO advisory sessions throughout
CFO Growth Program
Your embedded CFO. Bi-weekly strategy, advanced forecasting, and a financial partner who scales with you.
- Bi-weekly strategic CFO sessions
- Monthly financial deep-dive & CEO dashboard
- Monthly KPI scorecard with variance analysis
- 12-month rolling forecast & scenario modeling
- Monthly bookkeeper oversight
- Annual budget, health report & benchmarking
Bookkeeping Services
Clean, CFO-ready books every month so your numbers are always trustworthy.
- Monthly transaction coding & reconciliation
- Job costing & project tracking
- Revenue recognition & payroll allocation
- Month-end adjusting entries & close
- CFO-ready monthly financial package
“After my last corporate exit, I turned down traditional CFO roles to build OiProfit — because the owner-led businesses who needed financial leadership the most had never had access to it.
Matthew Anderson, CPA — Founder, OiProfit
How Our CFO Process Works, Step by Step
CFO services done properly don’t end with a report. We sit inside the business, rebuild the financial foundation, and stay there as your strategic partner.
Assessment & Diagnosis
Deep financial and operational diagnostic. We identify exactly where cash is leaking, which margins are broken, and what needs to be fixed first.
90-Day Financial Rebuild
We go into your QuickBooks, clean it up, build the forecast, define KPIs, and install the financial systems your business has never had.
Ongoing CFO Partnership
Monthly reviews, bi-weekly strategy, scenario planning. We keep you accountable while you focus on building, growing, and leading.
Client Results: The Numbers Don’t Lie. Neither Do We.
When the financial infrastructure is done right, the business performs differently. These are real client outcomes.
Client Stories: “I Finally Understand My Numbers.”
The shift from fear and confusion to clarity and confidence — that’s what every engagement is built to create.
“When I started working with Matthew, I had no clear idea which jobs were actually profitable. Within just a couple of months, he helped me gain real clarity on my overall profitability and gave me the tools to track profit on each and every job. For the first time, I’m confident I can consistently bid and win profitable work.”
“Matt’s attention to detail helps discover insights into your business. From revenue streams to cost of goods sold, he can unlock the secrets to improving your bottom line.”
Premier Woodworking — Custom Cabinets
Implemented job costing in QuickBooks, created a 12-month cash forecast for hiring and marketing decisions, and improved profit margins.
BRG Homes — Custom Home Builder
Aligned Buildertrend with QuickBooks, created benchmarking systems, and improved project profitability through better tracking, benchmarking, and pricing adjustments.
Industries We Serve as Your Outsourced CFO
We work with owner-led businesses that have built something real — but are running the financial side on gut feel and hope.
Logistics & Fulfillment
Third-party logistics, fulfillment centers and freight operators who need client-level margin, storage and handling billed accurately, and cash flow that survives seasonal swings.
Construction & Trades
General contractors, home builders, landscapers, welding and fabrication shops who need job costing, project profitability, and cash flow that accounts for project timelines.
Staffing & Professional Services
Staffing firms and remote-team providers who need margin per placement, utilization you can actually see, and payroll that never outruns collections.
Consumer & Service Businesses
Multi-location service operators who need service-line profitability, sensible overhead allocation, and a forecast that holds through quiet months.
Automotive & Retail
Dealerships and retail operators who need inventory and floorplan visibility, department-level margin, and the numbers to fund growth without guesswork.
Book Your Free Cash Flow Clarity Call
A free 30–45 minute conversation where Matt listens first, diagnoses the real problem, and shows you exactly where the gaps are. Walk away with 2–3 strategic next steps — no strings attached.
We only take on one new client each month.
Book Your Free Cash Flow Clarity Call →Fractional CFO Questions, Answered
Straight answers to what business owners ask us most.