Fractional CFO Services · Washington D.C.

Your business is

probably leaking

money right now.

We embed with your business as your fractional CFO — rebuilding your financial systems, exposing the leaks, and giving you the clarity to make real decisions with confidence.

0%
avg. margin recaptured
0 days
to financial clarity
0× ROI
on advisory fees
↓ What your dashboard looks like after week 1
clearmargin.io/dashboard
Good morning, Alex
Financial Overview · Q4 2025
● Live
Net Margin
16.3%
▲ +4.2% vs last qtr
Monthly Revenue
$82K
▲ +12% vs last qtr
Cash Runway
38 wks
▲ +6 wks vs last qtr
Revenue vs Margin — 12 months
⚠️Food cost up 2.1% this week — review vendor pricing
Labor cost within target — 28.4% of revenue

The four silent killers
in every small business we've ever seen.

📉
01
You don't know your real margins
Most owners can't name their net margin by service line. So they scale the wrong things and wonder why growth feels hollow.
💸
02
Cash flow is unpredictable
Profitable on paper, broke in the bank. The timing gap between earning and receiving is silently strangling growth.
🧾
03
You're overpaying taxes
Without proactive positioning, you hand money to the IRS every year that should be compounding inside your business.
📋
04
Bookkeeping isn't strategy
A bookkeeper records the past. A CFO architects the future. Most owners have one and desperately need the other.
The fix isn't working harder. It's seeing clearly.
In our experience, every one of these problems becomes solvable within 30 days of installing the right financial system. That's what we do.

Three tiers.
One outcome.

Every engagement starts with a free 60-minute audit. No charge until we've proven there's value.

Starter
Clarity
Get full visibility into your numbers for the first time.
$1,500
per month
What's included
Monthly P&L deep-dive
Cash flow dashboard
1 strategy call/month
30-day snapshot report
24hr email support
Start with Clarity →
Most Popular
Control
Build the financial operating system your business deserves.
$3,000
per month
What's included
Everything in Clarity
Weekly KPI reporting
Unit economics by service line
Proactive tax positioning
90-day cash flow forecast
Budget vs. actual
Start with Control →
Full CFO
Command
A dedicated financial operator fully embedded in your business.
$5,500
per month
What's included
Everything in Control
Unlimited strategy calls
Investor & lender prep
Full financial systems build
M&A and exit readiness
Board-level reporting
Start with Command →

We go deep,
not wide.

🍽️
Restaurants
Food cost, labor, third-party delivery fees — we find every leak.
3–9%
avg. net margin
🏥
Medical & Dental
You're a clinician. We're your financial operator.
$1.2M
avg. provider revenue
🏗️
Construction
Job costing, WIP schedules, retainage — finally in order.
62%
cite cash flow as #1 issue
⚖️
Law Firms
Utilization, trust compliance, partner draws — handled.
$350K+
revenue per attorney

Clarity in
30 days.

1
Free Audit
Day 1
60 minutes. We dig into your P&L, identify your top 3 money leaks, and put a dollar figure on each. Zero charge.
2
System Design
Week 1
We build your financial dashboard, KPI framework, and reporting cadence — custom to your business model.
3
Weekly Pulse
Ongoing
Weekly financial snapshot. Monthly strategy call. You always know exactly where you stand.
4
Compound Growth
Month 3+
Once your systems are clean, we shift from fixing to building. Scale, raise capital, or exit — on your terms.
📊

Stop guessing.
Start knowing.

Book your free 60-minute financial audit. We find the money you're missing before you spend a dollar.

Book Free Audit →
No commitment No invoice 60 minutes