Rebuild COA into decision-ready buckets
Fractional CFO Services Built for Control and Growth
Bennett Financials installs a forward-looking finance system that delivers clean, decision-ready financials, proactive tax planning, KPI visibility, and financial modeling so you always know your true margin, cash runway, and next best move.
Eden Data scaled from $0 → ~$300K MRR with Bennett embedded as their fractional CFO.
You’ll be able to:
• See exactly where money is made (and where it leaks)
• Know what you can safely invest in hiring, marketing, or expansion
• Build a business that’s profitable now—and more valuable later
Trusted by service-business founders.
See the companies we’ve served.
Measured outcomes from disciplined financial leadership—not guesswork.
Real client examples
(results vary by starting point and execution)
Growth & Profit
94% revenue growth
401% profit increase
Edan Data scaled $0 → ~$300K MRR
(startup scale with embedded fractional CFO leadership)
Tax & Cash Impact
$87,966 tax liability → refund
$402,838 tax liability → $80,000 refund
$185K+ saved
through proactive planning and restructuring
These results reflect real client engagements across growth, profitability, tax strategy, and financial control. Outcomes vary based on starting conditions and execution, but each example shows what’s possible when financial decisions are proactive, structured, and tied to clear operating priorities.
“Before Bennett, we were growing but not seeing the financial benefits we should have. Their team uncovered what was driving our expense problem and installed a strategy that protected our cash flow. The result was massive revenue growth, a huge jump in profit, and a tax outcome that strengthened our cash position.”
Daniel Goodrich
CEO & Founder, VirtualCounsel
Why Businesses Work With Us
Outcomes We Engineer
Our Fractional CFO Services are designed to change the way you decide—not just the way you report.
Cash Control
- Install a cash policy and reserve targets that reduce end-of-month panic
- Align owner pay, profit targets, and tax planning into a predictable system
- Turn tax and cash decisions into planned moves—not surprises
Margin Confidence
- Get clarity on gross profit margin
- Identify underpriced work, hidden expense leakage, and low-margin delivery
- Focus on the services and clients that actually produce profit
Decisive Action
- Replace guesswork with a Monthly Decision Meeting
- Every 30 days, identify the single biggest bottleneck (margin, overhead, S&M, or working capital)
- Assign one clear fix—then compound improvements month after month
This is the difference between “We’re busy and stressed” and “We know exactly what to fix next.”
Your First 120 Days
Immediate Financial Clarity
(Starting in the First 30 Days)
You don’t wait 120 days to feel a difference. The first month is designed to create a single source of financial truth.
What happens in the first 120 days:
COA Rebuild + Cleanup Priorities
We restructure your Chart of Accounts into strategic buckets (Delivery, G&A, Sales & Marketing) and identify the biggest cleanup priorities blocking clarity.
Baseline KPI + Margin Map
We establish baseline KPIs and map true gross margin by service line, so you finally see what’s worth scaling.
First Monthly Decision Meeting
We run your first decision session focused on identifying and prioritizing the most urgent financial leak.
From day one, you’re not just getting “better books”—you’re getting a clearer picture of what’s broken and what to fix first.
“Bennett Financials has been a huge part of Eden Data’s growth. We started in early 2021 with no revenue, and with Aaron acting as our CFO, we scaled to about $300K MRR. He’s helped with taxes, forecasting, and countless decisions that put us on the map. It doesn’t feel like ‘fractional’—it feels like having a true finance leader on the team.”
Taylor Hersom
Eden Data, Chairman
Most Businesses Lose Financial Clarity
The Path to Financial Command:
Our 5-Phase Implementation Sprint
Every client begins with a structured 120-day sprint. This is how we move you from reporting history to engineering the future.
Phase 1: Foundation
Objective: Restructure the COA and stabilize the data.
Key Deliverable: Clean, decision-ready financials built for leadership decisions
Phase 2: Data Plumbing
Objective: Ensure the right metrics show up reliably every month.
Key Deliverable: Reliable KPI visibility and consistent reporting
Phase 3: Strategy Build
Objective: Turn data into a forward-looking roadmap.
Key Deliverable: A living model + planning roadmap that guides decisions
Phase 4: Launch
Objective: Put the system in front of leadership.
Key Deliverable: Dashboard live and used in decision-making
Phase 5: Steady State
Objective: Shift into disciplined monthly execution.
Key Deliverable: Predictable financial command that compounds over time
Start making decisions with real financial clarity. Book a call to see how strategic finance can support your next stage of growth.
The Ongoing Strategic CFO Cadence
Expertise That Scales With Your Needs
Pillar 1: Forward-Looking Financial Strategy
- Maintain and update the 3-year model
- Scenario planning (hiring, pricing, service mix, expansion)
- Rolling forecasts so you always know runway and capacity
Pillar 2: Command Through Data & Decisions
- Monthly Decision Meeting around your One-Page Dashboard
- Identify the bottleneck and pick one focused fix for the next 30 days
- Convert insights into action—consistently
Pillar 3: Integrated Planning & Execution
- Proactive planning tied to your model and cash policy
- Oversight to keep reporting accurate and decision-ready
- A cadence that keeps strategy connected to execution
Signs It’s Time to Upgrade Financial Leadership
Is This Fractional CFO Service Built for You?
This strategic service is designed for service business owners (agencies, consultancies, professional and recurring-revenue services) who:
- Are an existing C-Corporation
- Generate $1M–$20M in annual revenue
- Are facing complex growth decisions (hiring, expansion, multi-entity, new markets)
- Want a strategic partner for forecasting, pricing, and capital allocation—not just historical reporting
- Are ready to commit to a structured implementation sprint and an ongoing strategic cadence
Most clients are:
- Agencies and marketing firms
- Consultancies and professional services
- Tech-enabled and recurring-revenue service businesses
We work with established U.S.-based C-Corporations generating $1M–$20M in annual revenue, primarily service-based businesses operating on QuickBooks Online.
Engagement & Pricing
Strategic Finance Solutions
Pricing & What’s Included
Our Fractional CFO engagement is delivered as a Strategic Finance Solutions retainer.
Strategic Finance Solutions
Starting at
$4,999/m
We’ll confirm fit and goals before recommending the full engagement.
Credibility & Affiliations
Member: CFO Leadership Council & Forbes Finance Council
“Arron became our CFO early on and helped us scale Eden Data from $0 to about $300K MRR. The level of involvement, availability, and strategic guidance never felt fractional—it felt like real CFO leadership.”
Taylor Hersom
Eden Data, Chairman
What’s Included (Integrated Engagement)
Financial Strategy + CFO Leadership
Monthly Decision Meeting cadence
KPI tracking + One-Page Dashboard
Pricing and profitability analysis
Rolling forecasts for revenue, profit, and cash
3-year modeling and scenario planning
Company enterprise value analysis
Tax Planning + Reporting Integrity
(Integrated — not standalone)
Proactive planning aligned to how your business earns and reinvests
Oversight that keeps financials clean, consistent, and decision-ready
*This does not include back-end fees or commissions from 3rd parties
*There may be additional planning fees for large or complex implementations
*This includes support for 1 business return, and 1 personal return
*This does not include any clean up
*We may bill hourly if we go over in scope or time in the implementation of these changes
Frequently Asked Questions
What is a fractional CFO?
A fractional CFO is a senior financial leader who works with your business on a part-time or flexible basis. You gain access to the expertise of a CFO without committing to the salary and overhead of a full-time executive.
How is a fractional CFO different from an accountant or bookkeeper?
Bookkeepers and accountants track transactions and handle compliance. A fractional CFO looks forward—building financial strategy, forecasting cash flow, guiding capital raises, and improving profitability.
When should I hire a fractional CFO?
The right time is when your financial needs are bigger than what an accountant can provide, but you are not ready for a full-time CFO. Common triggers include rapid growth, fundraising, cash flow challenges, or preparing for a merger or sale.
Can you work alongside my current accountant or finance team?
Yes. Many clients already have an accountant, controller, or bookkeeping team. We partner with them, adding strategic oversight and executive-level guidance on top of the financial systems already in place.
What industries do you specialize in?
We work with service-based businesses across sectors including technology, professional services, real estate, and healthcare. Our experience allows us to adapt best practices to your unique challenges.
How much does a fractional CFO cost?
Pricing depends on the level of engagement, hours, and complexity of your needs. We design flexible packages so you only pay for the support you require.
Can you help with tax strategy as well?
Yes. Tax planning is built into our approach. We integrate tax efficiency into your financial strategy to help you keep more of what you earn while staying compliant.
Is this a long-term commitment?
No. Our services are flexible. Some businesses engage us for a specific project like fundraising or exit preparation, while others retain us for ongoing financial leadership month after month.
Ready for Executive-Level Financial Command?
If you’re ready to stop guessing and start making model-backed decisions—our Fractional CFO Services are your next step.