Fractional CFO · CPA-Led
Your Finances Look Fine.
But What Are You
Leaving on the Table?
Stop guessing at your numbers. In one focused diagnostic you'll see exactly where your money stands — what's working, what's quietly leaking, and the few moves that matter most — from a CPA who's sat on both sides of the table.
See clearly
Exactly where your cash, margin, and runway stand — in plain English.
Decide with confidence
The few moves that actually matter, prioritized and explained.
Sleep at night
A senior CFO in your corner when the big decisions land.
Want to know where you stand?
Answer five quick questions and get your Gevity Score in two minutes.
Who We Serve
Built for Main Street.
Priced for reality.
We serve U.S. small businesses generating $1M–$20M in annual revenue with 1–50 employees. Owners who are operationally brilliant but financially under-resourced — running without a full-time CFO, often without clean books, always without the report their bank or investor wants.
Gevity is CPA-led. You work directly with a CPA who has built and read financial statements for companies from the Fortune 500 to the founder's garage — and who hands you the senior judgment that actually moves a business, in days, not weeks.
Meet Your CFO"My bank asked for a cash flow statement. My bookkeeper sent a spreadsheet. The bank said no."
"I make $2M a year and I still don't know if I'm profitable."
"I need a real CFO. I can't afford a real CFO."
The Deliverable
Not a dashboard. Not a spreadsheet. A CFO report.
01
Executive Summary
The story your numbers tell, in plain CFO language your board, banker, or investor can act on. Short, direct, and written to be read — not filed.
02
Financial Snapshot
A clear read on the numbers that run your business — revenue, margins, spending, cash — presented the way banks and investors expect, and checked against your source data before anything is reported. The exact scope is tailored to your business during the engagement.
03
90-Day Action Plan
A short list of concrete next moves, prioritized by impact, with clear owners and timelines — scoped together to what your business actually needs next. Because analysis without action is just an expensive PDF.
And it stays between us
Judgment you can’t download — handled with the discretion your numbers deserve.
Your books are read by the person you hired — a licensed CPA bound by professional confidentiality. Never sold, never shared with advertisers, never anyone else’s asset. Software can chart what happened; the job here is the part that takes judgment — the banking calls, the board trust, the decision behind the number.
Foresight
I see the whole floor.
Before the play develops.
I came up as a point guard, and my game was the assist — reading the whole court and making the pass before anyone else saw it. I run your finances the same way: watching for the cash crunch, the margin slip, the risk on the horizon while there's still time to do something about it.
—Risks named early — while you can still change the outcome
—Your numbers in context — where you stand, and where the opening is
—Every read set up to make your next move, not just grade your last one
Get Started
Ready for the report your bank has been waiting for?
Your message comes straight to me — not a sales team. No commitment, no NDA needed to start the conversation.