CFO-level thinking, without the full-time CFO.
For Dallas owners doing $250K to $3M a year who are making bigger calls: hiring, pricing, expansion. We bring the cash-flow plan, the reporting and a second set of eyes, at a small-business scale.
Clean books come first. A forecast built on messy numbers isn't worth much, so we check your books before we plan anything.
01
Revenue is up, but payroll week still makes you nervous.
02
Every new person is a fixed cost. You want to see it in the numbers before you sign.
03
They tell you what happened last month, not what's coming next quarter.
The planning and reporting a full-time CFO would bring, sized for a business with 1 to 20 people.
A rolling cash-flow forecast and a budget you can actually plan around.
Your profit and loss, balance sheet and cash-flow statement, prepared and reported every month.
We dig into your statements each month, quarter and year, and tell you what they mean for the business.
A clear reporting package delivered and walked through with you, not just emailed.
We oversee your finance and accounting work, whether it is an in-house person or outside help.
Fewer manual steps, and tools that hold up as you add people and customers.
Payroll run correctly and on time, with the filings that go with it.
A second set of eyes on pricing, hiring, borrowing and big purchases.
1
We review your numbers and agree the questions that matter most right now.
2
We build the forecast, the reporting and a short plan you can follow.
3
Regular check-ins to track progress and adjust as things change.
Fractional CFO is our top monthly plan, built on top of clean books and monthly profit coaching.
Starting at
$2,500/month
Straight answers to what owners ask before they bring in outside finance help.
A part-time finance lead. You get CFO-level planning and guidance for a set amount of time each month, instead of hiring a full-time executive. Not sure you need one yet? Run the free calculator →
If your books aren't current, start with bookkeeping. Once the books are clean, CFO support helps you plan ahead. See what's in monthly books →
No. Tim Mbogo is not a CPA and CFO Embedded is not a CPA firm. For audits, reviews, attest work and tax returns you need a licensed CPA. We work alongside yours.
Usually once a month, with extra time around big decisions.
We can prepare the forecasts and reports lenders usually ask for, so you walk in with clear numbers.
Bring the decision you're weighing. We'll look at what the numbers say about it, together.
Book My Free Profit Clarity CallNo long contract. Your books leave with you.