✧ FRACTIONAL CFO SERVICES

Your financial team
for what’s next.

Go beyond reports to see where your business can earn more, what it can afford, and which growth opportunities make financial sense. Get a financial team that handles today’s numbers—and helps you decide what comes next.

✓ A full financial team with CFO-level guidance beyond bookkeeping

✓ Monthly financial feedback to keep your growth on track

✓ Reporting that helps you decide your next move

✓ Onboarded and ready to move forward in 4 weeks

CPA-led financial support for your business.

Start with a conversation about your next move.

▢ FREE BUSINESS ASSESSMENT

Step 1 of 6

What’s the name of your company?

Answer a few quick questions about your business. Then choose a time to talk with Henry.

Company name

First name

Last name

Email address

Phone number

Annual revenue

Your next priority

Your next step starts with a conversation.

Choose a time to discuss your business with Golightly. This draft questionnaire does not send your answers.

Your information is private. We never share or sell your data.

MEET YOUR CFO

Henry Golightly III

CPA · Fractional CFO · MBA

Talk with the person who will help you make sense of the numbers. Henry leads the conversation about your business, your financial questions, and the level of support you need.

WHEN THE NUMBERS ARE NOT ENOUGH

Revenue tells part of the story.
You need the whole picture.

Your business is moving. But a report of what happened last month may not give you the answers you need for the next decision.

Cash feels harder to predict.

Sales are coming in, bills are going out, and payroll keeps coming. You need to understand the timing—not just the bank balance.

Profit needs an explanation.

Which services, clients, and commitments are earning their place? Revenue alone does not tell you where the business is making money.

The next move needs a plan.

A bigger team, a new location, or a change in pricing creates real financial commitments. Make them with a clear view of the trade-offs.

THE RIGHT SUPPORT FOR YOUR NEXT STAGE

Bookkeeper vs. Fractional CFO

A bookkeeper keeps your financial records in order. A Fractional CFO uses those numbers to help you plan, protect cash, and grow with confidence. Different roles. A stronger financial team.

COMPARE
Financial support

THE FOUNDATION
Bookkeeper

THE NEXT LEVEL
Fractional CFO

Primary focus

Accurate financial records

Financial direction & growth

What the numbers tell you

What happened

What to do next

How they support you

Maintains the books

Guides financial decisions

Transactions & reconciliation

✓

Cash flow forecasting

✓

Profitability & pricing analysis

✓

Hiring & expansion planning

✓

Monthly financial statements

✓

Works with your existing team

Keeps records organized

Adds strategic financial support

BOTTOM LINE

Know where you stand. Plan where you’re going.

Our CFO package includes bookkeeping support. Services vary by engagement; this comparison shows the typical focus of each role.

BEYOND THE REPORTS

Know what happened.
Understand what to do next.

Your financial records are the starting point. CFO support connects those records to the choices that affect cash, profit, and growth.

Where CFO support adds value

Evaluate the cash impact of business decisions
Understand profit by service, client, or project
Explore pricing, hiring, and expansion choices
Look ahead at financial commitments
Turn financial questions into priorities

What the records alone cannot decide

A bank balance is not a cash plan
A profit report is not a pricing decision
Higher revenue does not always mean more profit
A finished tax return does not replace planning
A spreadsheet does not choose your next move

Your reports describe the business. Financial leadership helps you decide where to take it.

A CLEARER WAY FORWARD

Your questions.
A clear plan forward.

See what financial support can look like for your business.

What you’re asking

What you get with us

Can I trust my numbers?

Reconciled accounts and clear monthly financial statements.

What do these reports mean for me?

A monthly review that connects your numbers to your decisions.

Which services are worth growing?

Profitability insights to help you focus your time and resources.

Can I afford my next move?

Cash-flow planning to evaluate hiring, spending, and growth.

Am I planning ahead for taxes?

Tax preparation and planning options matched to your needs.

Do I have to figure this out alone?

A financial team to help you work through your next steps.

Services vary by package.

Do you know which services produce the strongest profit?

Can you explain why cash feels tight when sales are growing?

Do you know what the next hire will really cost?

Are you confident in the numbers behind your pricing?

Can you compare a new opportunity with your current commitments?

Do your reports arrive in time to inform your decisions?

Does someone explain what the numbers mean for the business?

Are important financial questions still sitting on your desk?

Do your accounting and tax decisions connect to the same plan?

Is your current team getting the financial support it needs?

CPA-LED FINANCIAL SUPPORT

Numbers with context.
Decisions with direction.

THE CFO DIFFERENCE

Put financial expertise
inside your decisions.

Bring your questions to someone who can work through the financial implications with you. The goal is a more useful conversation about how the business makes money, uses cash, and moves forward.

See what drives profit.

Look beyond total revenue to the costs, time, and resources behind it.

Compare the choices.

Explore the financial trade-offs before committing to a hire, a price change, or an expansion.

Plan the next commitment.

Connect the decision to the cash needs, timing, and support it requires.

THE WORK BEHIND THE ADVICE

Useful financial work.
Clear responsibilities.

Your scope defines what we deliver and how often. These are the areas we can bring together around your business.

Financial statements

Monthly bookkeeping and reconciliations create a dependable view of how the business is performing.

Financial review

A regular conversation connects the reports to your questions, commitments, and next decisions.

Profitability analysis

Understand the costs and time behind your services so the strongest revenue does not hide the weakest return.

Tax preparation

Coordinate the individual and business returns included in the agreed engagement.

Tax planning

Quarterly planning creates time to discuss the tax implications of business choices before year-end.

CFO decision support

Research and evaluate the bigger financial questions that need more attention than the monthly reporting.

THE COST OF UNCERTAINTY

Small financial gaps.
Expensive business decisions.

The issue is not whether your business is working. It is whether you can see the financial impact of the choices you are making.

Pricing that leaves too little.

A busy service can still underpay for the time and resources it consumes. Understand the return before making it your growth engine.

Cash that arrives too late.

An opportunity can look profitable and still create pressure on payroll and bills. Timing deserves a place in the decision.

Hiring before the business is ready.

A new salary is only part of the commitment. Consider the cash, capacity, and revenue needed to support the role.

Growth that increases the workload.

More work should create a stronger business. Look at which commitments are adding value and which are absorbing it.

See the financial impact.
Before it becomes the cost.

Monthly

Financial reporting & review

Quarterly

Tax planning, when included

CPA-led

Financial perspective

One team

A coordinated scope of support

WHO THIS IS FOR

Built for owners.
Ready for better answers.

When your business is growing more complex, add financial support around the decisions that matter.

Agencies & consulting

Understand project costs, team capacity, pricing, and the cash demands of client work.

Professional services

See the relationship between fees, delivery time, and profit across the work you take on.

Trades & field services

Evaluate labor, materials, collections, and the financial commitments behind a growing team.

Owner-led service businesses

Bring reporting, tax support, and business decisions into a more coordinated conversation.

HOW IT WORKS

A clear path.
A team behind you.

Start where you are. Build the financial foundation for where you want to go.

Start with your vision.

Tell us where you want to take your business. We’ll look at what’s in place and what you need next.

Map your next move.

Get a focused roadmap, with the priorities and financial support to move forward.

Bring it all together.

We coordinate your books, taxes, and reporting around one clear picture of your business.

Move with confidence.

Use monthly insight and CFO guidance to make your next hire, investment, or expansion a considered move.

A SERVICE BUSINESS EXAMPLE

The biggest fee.
Was not the whole opportunity.

A developing example: comparing higher-revenue court work with attorney engagements that require less delivery time.

01 · THE QUESTION

Which work creates the better return?

Court-related work brought in stronger revenue. It also required considerably more time. Looking only at the fee missed an important part of the decision.

02 · THE ANALYSIS

Put revenue next to delivery time.

Compare fees, direct costs, and the hours required for each service. The review helps reveal how each type of work uses the business’s limited capacity.

03 · THE DECISION

Choose growth with a clearer view.

Use the comparison to evaluate pricing, service mix, and where the owner should focus. The analysis is in progress; financial outcomes have not yet been measured.

Developing case example. No completed results or client endorsement are claimed.

THE QUESTIONS THAT COME FIRST

Answers before the next step.

What does fractional CFO support help us do?

It brings financial perspective to decisions about profit, cash, pricing, hiring, and growth. Your engagement defines the analysis, reporting, and conversations included.

We already have a finance team. Can you work with them?

Yes. We can agree on support alongside your team or discuss taking on specific work. Responsibilities are defined before the engagement begins.

How soon can we get started?

Start with an assessment. Timing depends on your current records, the review needed, and the scope of onboarding. We confirm those details with you.

Is accounting and tax support included?

That depends on the package. We offer monthly accounting, tax preparation, quarterly tax planning, and fractional CFO support. Your written scope identifies what is included.

What happens after I submit the assessment?

Your answers are saved for the Golightly team and emailed to Henry. You are then directed to choose a time for an initial conversation.

What will onboarding cost?

Onboarding is separate. We first review your books and systems, then agree on the work and fee needed to begin.

Your financial teamfor what’s next.