Our Services
One team for the whole money side of your business.
Clarity, capital, and the systems to grow — designed to work together, not in silos. Start with a free Health Check and we'll point you to what matters first.
001.
Fractional CFO & Financial Clarity
Know your break-even, margins, and cash position on demand — and exactly what to do about them. We build the reporting and the rhythm so you make six- and seven-figure calls on real numbers, not gut feel. It's CFO-level financial leadership without a full-time CFO salary.
002.
Business Funding & Loans
Access to capital matched to what your numbers can actually carry — with the education to borrow smart, not desperate. We've built relationships with conventional and non-conventional lenders for start-ups through established multi-million-dollar companies, and we structure the ask so it gets a yes. Banks don't fund dreams; they fund numbers — we make sure yours are ready.
003.
Debt & Cash Strategy
Restructure, manage, and free up cash so growth isn't strangled by what you already owe. We map every obligation, find the money quietly leaking out, and build a plan that turns cash flow from a monthly scramble into a lever you control.
004.
Tax & Entity Strategy
Keep more of what you make with proactive planning — not April surprises. We align your entity structure and tax strategy with how you actually operate, including bitcoin and crypto tax strategy, so you stop overpaying and start planning ahead.
005.
Market Analysis and Entry Strategy
Guiding businesses in understanding market trends, customer demographics, and competitive landscapes to effectively enter new markets or expand in existing ones.
006.
Analytical & Support Services
The back-office reporting and support that turns raw numbers into decisions — bookkeeping cleanup, financial statements, forecasting, valuations, and the ongoing analysis that keeps your cockpit accurate. This is the engine room behind every other service.
Ask us about additional support services
Marketing & growth support, nonprofit / 501(c)(3) support, insurance, and merchant services.
Better business, higher revenue, more conversions.
CFO By Design is your integrated money partner, CFO clarity, funding, & access a team & systems to growth.
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