For business consultants
We close the gap between advice and implementation.
Your advice is rarely the problem. The owner just doesn't have the financial structure, reporting, cadence, and decision tools to act on it. That's the gap a fractional CFO fills, and where we partner with you.
We collaborate, we don't compete.
You keep the relationship and the strategy. We give your client the financial structure, reporting, and monthly rhythm to actually act on your advice, and we coordinate with you every step.
Why partner with us
What you get as a partner
A fractional CFO that does the implementation work, so your recommendations turn into decisions, not good intentions.
A fractional CFO partner who executes, turning your priorities into targets, scorecards, and decisions.
A consistent monthly cadence so the client stays accountable between your sessions.
A clean set of KPIs and commentary you can use to reinforce your recommendations.
Clarity on cash, margin, backlog/WIP, and capacity, the numbers consultants need to drive change.
A partner that protects your relationship: we collaborate, we don't compete.
How we deliver
Your client works directly with us, the fractional CFO and our Client Coordinator. We collaborate with their existing accountant, or coordinate an external accounting partner when needed, so the reporting stays accurate and the implementation keeps moving.
Clear boundaries
We focus on finance execution and CFO leadership. We don't provide legal advice, and we coordinate with the client's CPA on tax. We don't replace your role in operations, pricing, or org design, we make sure the numbers, reporting, and rhythm support it.
How we start
Next steps
Two short conversations before anything moves, so you and your client know exactly how we drive implementation.
Book a demo for your team
Before you refer us in, we walk your team through exactly how we drive implementation.
- The tools we use and the data we need (from the client and their accountant)
- Sample outputs: targets, scorecards, profitability views, and cash/forecast visibility (by level)
- Our monthly cadence and how decisions get made
- How we coordinate with you and the client's accountant, roles and boundaries
- What success looks like in the first 30–60 days
Schedule a Discovery Meeting
We confirm fit, identify the client's level (1–3), and map the first 30–60 days.
- What are the top 3 pain points?
- Any urgent cash constraints or debt pressure?
- Do they use QuickBooks Online or another cloud accounting system?
- Does their accountant provide timely monthly statements?
- Is their job-costing reliable, inconsistent, or non-existent?
- Do they track leads and conversion data?
- Who attends monthly meetings, and how fast does the owner want change?
Make the intro easy
A simple way to introduce us
Copy-ready language for the moment you decide to bring us in.
“I'd like you to meet Boston Integrity. They provide fractional CFO support and will help us turn the plan into targets, KPIs, and a monthly decision rhythm. Can we set up a 30-minute Discovery Meeting?”
Want the client-facing detail first? See our fractional CFO services.
Let's partner
See exactly how we drive implementation.
Book a partner demo and we'll walk your team through the tools, sample outputs, and monthly cadence, and how we coordinate with you and the client's accountant.
We protect your relationship, we collaborate, we don't compete.