Executive financial leadership — without the $250k salary
Just Easy Books gives growing SMBs and trade contractors a dedicated Fractional CFO: rolling 13-week cash forecasts, year-round tax strategy, and margin clarity you can act on — not month-old reports.
Free 30-minute session · No obligation · Clear next steps either way
- $50M+
- Client revenue managed
- 25%+
- Avg. tax reduction
- 13-week
- Cash visibility
- 7 days
- To onboarding
Live
Cash, margin & tax position
Built from
Your general ledger
Trusted by founders, contractors & operators across the trades
Bookkeepers look backward. A Fractional CFO leads you forward.
Once you pass $1M in revenue, clean bookkeeping alone stops being enough. The decisions that move your margin — pricing, hiring, equipment, debt — need executive-level foresight, not last quarter's ledger.
Flying blind past $1M
- ✕
Backward-looking financials
Reports land weeks after the month closes — far too late to change a decision.
- ✕
Surprise tax liabilities
Your CPA calls in March with a bill you had no chance to plan around.
- ✕
Cash flow blind spots
Revenue looks strong on paper, yet payroll and vendor timing still feel tight.
- ✕
Unguided growth decisions
Guessing whether you can really afford that equipment, hire, or second location.
A CFO in your corner, every month
- ✓
Rolling 13-week cash forecast
Know your exact cash position weeks ahead, so payroll and vendors are never a gamble.
- ✓
Year-round tax mitigation
Proactive strategy that protects profit all year — not a scramble in April.
- ✓
Margin & job-level profit analysis
Find the jobs, clients and products quietly losing you money, then fix them.
- ✓
Capital & growth roadmaps
Data-backed guidance for financing, expansion, and — when you're ready — exit.
Four disciplines, one financial operating system
Every engagement stacks on the same clean foundation — then adds the strategic layer your stage of growth actually needs.
Fractional CFO & Strategy
Board-ready reporting, gross margin expansion, capital strategy and long-range planning.
- Monthly board financial package
Cash Flow & Forecasting
A rolling 13-week model that keeps liquidity, debt service and working capital under control.
- AR/AP aging optimization
Strategic Tax Planning
Forward-looking planning that legally reduces liability and gets your entity structure right.
- Entity & multi-state optimization
Full-Stack Bookkeeping
Clean monthly closes, reconciliations and audit-ready statements built for executive review.
- Accrual close & job costing
How much profit is quietly leaking?
Move the sliders to match your business. We'll estimate the margin you're leaving on the table and the return on putting a CFO behind it.
Estimated financial upside
- Profit expansion (+8 pts)
- +$200,000
- Est. tax mitigation (3.5%)
- +$87,500
- Total annual upside
- $287,500
Projected return on advisory investment
8.0×
vs. an estimated $36,000 advisory retainer
Estimates only — based on your inputs and typical margin and tax outcomes we see. Not financial, tax or legal advice.
Predictable pricing, executive-level value
Pick the tier that matches your complexity. Every engagement is scoped and quoted individually — no setup fees, no long-term lock-in, and you can move up or down as you grow.
Growth CFO
$1M – $3M revenue
For owners who need cash visibility and a real monthly close.
Quoted per business
Scoped to your revenue, structure and how much you hand over.
- Full monthly bookkeeping close
- 13-week rolling cash forecast
- Monthly KPI & performance dashboard
- Quarterly strategic tax session
- Direct CFO email & Slack access
Strategic CFO
$3M – $8M revenue
Our most requested tier — margin expansion with executive support.
Quoted per business
Scoped to your revenue, structure and how much you hand over.
- Everything in Growth CFO
- Bi-weekly executive CFO meetings
- Job costing & profitability analysis
- Bank financing & capital prep
- Year-round tax mitigation strategy
- Vendor & overhead optimization audit
Enterprise Advisory
$8M+ revenue
Board reporting, multi-entity structure and capital strategy.
Quoted per business
Scoped to your revenue, structure and how much you hand over.
- Everything in Strategic CFO
- Weekly board & leadership call
- Multi-entity consolidation
- Debt & equity structuring advisory
- M&A and exit due diligence prep
- Lead CFO plus dedicated controller
Not sure which tier fits? Book a free discovery call — we'll tell you honestly, even if the answer is "you don't need us yet."
From first call to full clarity in about a week
No lengthy onboarding, no jargon-heavy reports nobody reads. You get a working financial system and a direct line to someone who knows your numbers.
- 01
Discovery call
30 minutesWe review your P&L, balance sheet and current reporting. You leave with three specific opportunities — whether or not you hire us.
- 02
Financial diagnostic
Days 1–3We dig into your books, job costing and cash cycle to find where margin is leaking and what's creating risk.
- 03
Build your system
Days 3–7Your 13-week cash forecast, KPI dashboard and monthly close calendar go live in QuickBooks or Xero.
- 04
Ongoing CFO partnership
Every monthRegular strategy sessions, proactive tax planning, and a CFO you can call before making the big decision — not after.
Book your free CFO discovery call
Thirty minutes, zero pressure. We'll look at your current financial setup together and leave you with three concrete opportunities to protect profit and cash flow — no matter what you decide next.
- A senior CFO on the call — not a salesperson
- Three specific profit-recovery opportunities
- Honest guidance on whether you need us yet
Ready to stop guessing and start running on real numbers?
Book a free 30-minute discovery session. We'll review your current setup and walk you through three immediate profit-recovery opportunities — before you spend a dollar with us.
Free · 30 minutes · No obligation and no pitch deck