A Financial Operating System Installed In 120 Days.
We don’t just review your numbers — we restructure your entire financial operation around the 60/15/15 standard. Clean books, proactive tax strategy, KPI dashboards, and monthly CFO meetings — all running through one system built to drive profitability and enterprise value.
Free 20-minute Leak Check; rough numbers are enough and no documents are required. For US-based service businesses doing $1M–$20M in revenue.
Trusted by growing service businesses
Everything runs through four numbers.
The 60/15/15 standard is Bennett Financials’ diagnostic operating framework. It uses a 60% gross-margin target, 15% sales & marketing, and 15% G&A, leaving a 30% operating-margin target before interest, income taxes, and other items outside the framework. Every dollar you spend gets categorized against these four numbers — so you can see where the leaks may be and what to validate next.
How the system gets installed.
Phases overlap by design: the core reporting system is live within 90 days while tax, forecasting, and operating work continue through the full 120-day sprint.
Rebuild & restructure.
We rebuild your chart of accounts from scratch — structuring every dollar into delivery, sales & marketing, and G&A buckets so you can see exactly where you fall against the 60/15/15 standard. Then we run your first clean month-end close — P&L and balance sheet — so the numbers you’re looking at are numbers you can trust.
Deploy tax strategy.
With clean data in place, we deploy your tax strategy. Not a year-end scramble — a forward-looking plan built around your entity structure, revenue trajectory, and the margin targets we’re driving toward. This is where the financial design starts compounding.
Complete the sprint and enter the CFO cadence.
By day 120, the full sprint is complete. Your forecast, budget, and cash-flow system are connected to the 60/15/15 targets. From there, monthly CFO meetings use the live dashboard to track budget vs. actuals and address the next bottleneck.
Ongoing engagements are $5,000 per month. See pricing and what is included.
What happens every month after the system is live.
Once the infrastructure is installed, we don’t disappear. Every month you get a CFO meeting built around your dashboard. We review budget vs. actuals, run the diagnostic — COGS first, then sales & marketing, then G&A — and tell you what to fix next. Your forecast updates in real time. Your tax strategy adjusts as the business changes. Every decision is driven by the same four numbers. The target: all four numbers at the 60/15/15 standard within 18–24 months of focused execution.
The system doesn’t just improve margins. It builds a business worth selling.
Enterprise value is determined by two things — how much money the business makes, and how risky that income stream is. The 60/15/15 framework drives EBITDA up. The operational maturity that comes from running the system drives the multiple up. Together, they compound.
Based on Value Builder System data from 5,000+ companies, businesses scoring 80+ on growth readiness sell at 6.27x EBITDA. Businesses below 50 sell at 2.76x. Same earnings. Completely different value. The only thing that changes is the financial design — margins, risk profile, and owner dependence.
Once your 60/15/15 numbers are moving, we layer in the seven growth readiness categories that determine your multiple. The goal isn’t exit planning — it’s building a business that gives you two choices: sell at a premium, or keep it running with minimal input and collect cash. The work is the same either way.
Built for service businesses ready to scale.
The system works. Here’s what it looks like.
Average tax liability eliminated per client, per year, through entity restructuring and strategic planning.
Annual tax savings deployed for a legal services firm.
Tax savings captured through proactive quarterly strategy.
In past overpayments recaptured through amended returns and structure corrections.
Revenue under management.
“Working with Bennett Financials fills the gap we had — a team we can rely on, with rapid-fire responses and consistent support.”
“With Arron’s leadership, we grew from zero to $300K MRR. He’s more than a fractional CFO — he’s a dedicated partner who safeguards our brand and supports our growth.”
It starts with the Leak Check.
Start with a free, 20-minute conversation using rough numbers — no documents required. You’ll leave with a directional 60/15/15 snapshot, likely profit and tax leaks shown in conservative ranges, and a one-page Leak Map. If deeper validation is warranted, the Scale-Ready Assessment is the separate, document-backed next step using your actual P&L and tax records. Ongoing CFO implementation begins only after scope and fit are agreed.
Book Your Leak CheckFree 20-minute Leak Check for US-based service businesses doing $1M–$20M in revenue. No documents required.
Questions about Fractional CFO Services.
Clear answers to the questions owners ask before deciding what to do next.