Free, 30 minutes, by video or phone.
Fractional CFO & COO for owner‑led businesses
We build the systems behind clear, reliable numbers and a steady operating rhythm, then stay alongside you to guide the decisions that turn growth into lasting profit.
Free, 30 minutes, by video or phone.
You’ll work directly with Marcie Teenor, CPA since 1989.
Marcie’s track record
01Does this keep you up at night?
If two or three sound familiar, you’re in the right place. Each one links to the work we do about it.
Every service we offer answers at least one of these questions.
02What we do
Most owners call about the numbers. Often the fix sits in how the work gets done, like slow invoicing behind a cash squeeze or unclear roles behind a missed target. Marcie works on both, so you don’t have to translate between two outside advisors.
Fractional CFO
Cash, profit, reporting and controls you can rely on, explained in plain English.
Fractional COO
A weekly scorecard and meeting rhythm, plus clear roles and written processes, so the decisions we make together actually get done.
Where they meet
Capital projects and big decisions, where the money and the work can’t be pulled apart.
03What you’ll get
These are Marcie’s two signature deliverables. Both are built from your own books and walked through with you in plain English.
What moved this month
One‑Page KPI DashboardThe handful of numbers that show how your business is really doing, on one page. Each number has a target and an owner, and the page arrives on a fixed day every month. See how it works
What we’d do now
Move the $40K equipment deposit from week 5 to week 9, and collect the two invoices that are past 60 days. Cash stays above your $120K floor the whole way.
12‑Week Cash Flow ViewCash coming in and going out, week by week, for the next 12 weeks. You see a tight week a month or more ahead, while there’s still time to move a payment or chase a receivable. See how it works
NoteSample with made‑up numbers. Your version is built from your books. See the full examples
04How it works
Tell us what’s on your mind. We’ll say plainly whether we can help and what we’d look at first.
We review your books, cash and controls, and how work gets done. You get a one‑page scorecard and a 90‑day roadmap.
Your numbers on a fixed day each month, a standing review meeting, and a call whenever a big decision comes up.
05Who we work with
Decisive owners who value clear information and welcome outside perspective.
A clean, explained set of financials before a loan renewal, a sale or a new partner.
Someone on your side of the table for a new building, a buildout or a big equipment purchase.
09Questions
You get a senior CFO and COO for part of each month instead of hiring one full time. You pay a flat monthly fee for a defined scope, and the arrangement can grow or shrink with the business.
Your bookkeeper records what happened, and your tax CPA files your returns. We use those numbers to look ahead at cash, profit and the decisions coming up. We work alongside both of them, not instead of them.
Usually not. Marcie is a QuickBooks ProAdvisor, and most owners’ needs can be met with QuickBooks Online set up properly. If something else would serve you better, we’ll explain why and what it costs before you change anything.
The Clarity Assessment is a fixed fee. Monthly partnerships are a flat fee based on the size of your business and how much support you want. You’ll have a firm number after the assessment.
No. Most owners start with whichever problem is keeping them up at night. We add the other side when it helps, and every monthly partnership includes some of both.
Free · 30 minutes · Video or phone
If we’re not the right fit, we’ll tell you, and we’ll point you to someone who is when we can.
