Bronze
For small businesses ready to streamline and build solid financial habits, without the complexity.
Includes
- Monthly financial reporting
- Basic budgeting support
- Cash flow management strategies
Service II · The growth
Fractional CFO · Boise & Meridian
Fractional CFO services in Boise & Meridian
A dedicated CFO for your business, without the full-time salary: clear targets, a monthly check on what's working, and a plan you can act on.
Ashley Highfill is a certified fractional CFO who helps owners across the Treasure Valley and nationwide grow profit and cash flow. You get a strategic partner who knows your numbers inside out, and plain-language answers about where your money is going and a clear plan of what to do next.
What is a fractional CFO?
A CFO, or chief financial officer, is the person who looks ahead: where your money should go, which costs to rethink, and when you can afford to hire or expand.
Most small businesses can't justify a full-time CFO salary. A fractional CFO gives you that same senior guidance for part of the time and part of the cost, and grows with you as your business does.
Your bookkeeper
Records what already happened, so your numbers are accurate and up to date.
Your fractional CFO
Uses those numbers to plan what happens next, and helps you get there.
Signs you're ready for a CFO.
Fractional CFO support is built for established, growing businesses. If a few of these sound familiar, it's worth a conversation.
- You know the business can bring in more money, but you can't see where your current revenue is going.
- You have spreadsheet after spreadsheet of expense trackers.
- You spend more time trying to analyze financial statements than running your business.
- You want to hire or expand, but the extra revenue isn't there yet.
- You're tired of reaching the end of the month with nothing left in the bank after expenses.
A note on fit. Fractional CFO services have revenue requirements. The booking form asks about your annual gross revenue so we can confirm fit before we talk.
A simple monthly rhythm.
Every engagement follows the same four steps, so you always know what's happening and what comes next.
i.
Profit & cash flow targets
We get to know you and your goals for the business, set profit and cash flow targets, and put together a plan designed to reach them.
To beginii.
Business assessment
Each month, we analyze your business and financials to find what's holding back your profit and cash flow.
Every monthiii.
Your scoreboard
A simple, one-page scoreboard that shows clearly what's going right and what's going wrong.
Every monthiv.
Your action plan
A short list of the most important next steps for the coming 30 days, to keep you on track for your targets.
Every 30 daysThe plans of the diligent lead surely to abundance.
Proverbs 21:5
Four levels of support.
Every package includes dedicated CFO support, and each builds on the one before it. Prices aren't listed because every engagement is sized to your business; we'll recommend the right level on your discovery call.
Silver
For growing businesses that want deeper insight and better-informed decisions.
Everything in Bronze, plus
- Quarterly financial analysis
- Tax planning
- Strategic forecasting
Gold
For established businesses aiming to expand and increase profitability.
Everything in Silver, plus
- In-depth performance metrics
- Tailored growth strategies
- Customized financial strategies
Diamond
For businesses poised for transformative growth.
Everything in Gold, plus
- Advanced risk management
- Investment advisory services
- Unlimited consultations
Priced to your business.
Custom pricing, based on your revenue. Every engagement is sized to your business, so there's no one-size price list.
Optional add-ons, such as lender application preparation, are there when you need them.
Revenue requirements apply. We'll confirm fit and walk through pricing on your discovery call.
Your numbers, with someone who cares.
Ashley is a certified fractional CFO with more than 10 years of accounting experience. She built her firm from home in 2020 and grew it by word of mouth, with clients from California to New York.
She has worked with businesses from SaaS and e-commerce companies and digital marketing agencies to nursing and hospice facilities, contractors and med spas, and clients say she has a knack for making complex financial matters easy to understand.
Tax questions are backed by Jessica L. Smith, EA, an IRS Enrolled Agent on our team.
Being a part of your business means we treat it like our own.Ashley Highfill
Fractional CFO questions.
Q.What does a fractional CFO do for a small business?
A fractional CFO gives you senior financial guidance on a part-time basis. With The Rooted CFO, that means setting profit and cash flow targets, assessing your business every month, a one-page scoreboard that shows what's working, and a short action plan for the next 30 days.
Q.How much does a fractional CFO cost?
Pricing is custom and based on your business's revenue, with optional add-ons such as lender application preparation. On your discovery call we'll talk through your goals and recommend the package that fits: Bronze, Silver, Gold or Diamond.
Q.When does a small business need a CFO?
Usually when the questions get bigger than the books: you want to hire or expand, improve your margins, or understand why cash feels tight even when sales are good. If that sounds familiar and your revenue meets our requirements, it's a good time to talk.
Q.What's the difference between a bookkeeper and a fractional CFO?
A bookkeeper records what has already happened and keeps your numbers accurate. A fractional CFO uses those numbers to plan what happens next. Many businesses need both, and we offer both, starting with monthly bookkeeping.
Let's talk about where your business is going.
On a discovery call, we'll talk through your goals, confirm fit and recommend the package that suits your business.
Book a CFO Discovery Call →The form asks about your annual revenue so we can confirm fit. Revenue requirements apply.
Not ready for a CFO yet? Clean, monthly books are the best place to start.
Explore monthly bookkeeping →