We work with owner-operated businesses up to $50M in revenue that need more financial and operational support than they have in-house but aren’t ready for a full-time CFO. We’ve worked with businesses across healthcare, beauty and wellness, manufacturing, and other service industries, from franchises and multi-unit operators to single-location owners who just want a clearer view of the numbers.
You get the same senior-level financial and operational judgment as a full-time CFO, without the six-figure salary, benefits, and equity commitment. Instead, you receive the right level of support for your business, only when and where you need it most.
Yes, on a fractional basis. If your CFO has left or you’re between hires, we can step into the role and keep the finances running until you bring on a permanent CFO, then hand off cleanly when they start. It’s part-time coverage scaled to the transition, not a full-time placement.
We work alongside the people you already have rather than replacing them. Your bookkeeper records what happened and your accountant handles taxes; we sit above both, turning those numbers into decisions: forecasting, profitability, cash flow, and the major decisions about pricing, hiring, and growth. If you do need bookkeeping, we also offer it as a targeted engagement. You can add it a la carte alongside other work, or use it on its own as a standalone service.
By finding where money is being lost and fixing the systems behind it. That usually means tightening unit economics, cleaning up reporting so you can see what is actually driving margin, building a cash flow forecast you can act on, and cutting spending that isn’t producing a return. Past engagements have identified hundreds of thousands of dollars in annual savings and freed up significant cash by improving how receivables and expenses are managed.
There’s no template. Every engagement starts with understanding how your business actually runs, what’s working, and where it’s losing money. From there the work is built around the decisions you’re actually facing: what to charge, who to hire, when to expand, and whether to take on capital. Because we’ve run businesses ourselves, not just advised on them, the guidance is practical and specific to your situation rather than generic best practices.
It starts with a free 30-minute call. We talk through where your business is and what you’re trying to solve, then land on the right fit, whether that’s a one-time project or ongoing fractional CFO and COO support. If we’re not the right fit, we’ll tell you.
That depends on how you work with us. One-time projects have no ongoing commitment; you’re done when the work is done. Ongoing support, like a fractional CFO and COO retainer or recurring bookkeeping, runs month to month with no long-term contract. For the fractional CFO and COO retainer, we suggest planning for at least six months, since meaningful financial and operational change takes a few cycles to show up rather than a few weeks.
Yes. We work remotely with owners across the country, so you get senior financial and operational support without being limited to who’s available locally. When it makes sense to meet in person, we can, but most of the work happens over regular calls and shared reporting, which keeps things efficient and easy to stay on top of.
It depends on scope and how you work with us. One-time projects are fixed-scope, so you know what you’re getting before we start. Ongoing fractional CFO and COO support is a monthly retainer that scales with how involved you need us to be, and ongoing bookkeeping is a flat monthly fee based on your transaction volume. The simplest way to get a real number is a free 30-minute call, where we talk through what you need and what makes sense.
At Turnpoint Strategies, we help business owners grow with clarity, confidence, and measurable results.
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