CFO Services
Financial Choreography Tailored to You
Our fractional CFOs, “Chief Financial Choreographers”, help you grow to peak financial performance so you can create impact today and have options for what’s next.
Get FinCore Strong → Grow to Peak Performance → Build a Valuable Business → Prepare for What’s Next
Get FinCore Strong
Grow to Peak Performance
Build a Valuable Business
Prepare for What’s Next
Are you here because...?
Your business is growing but your numbers aren’t fully supporting that growth yet. What’s Possible...
We provide financial leadership and upgrade your financial infrastructure as your business grows to peak performance.
You've built a successful business to $2M or even $20M in revenue and want strategic financial guidance to scale. What’s Possible….
We test which growth ideas actually pay off before you waste time or money and get you investor- or lender-ready.
You're ready to make a big move - retire, transition to family, sell, or start something new. What’s Possible….
We help prepare your business for exit so the financials are strong, growing, and defensible.
Your business is not just a source of income - it's your biggest asset
According to the Exit Planning Institute:
Let that sink in!
If your financials don’t clearly show strong, consistent performance, you risk leaving money on the table when it matters most.
The work you do today directly impacts what your business is worth tomorrow.
Our Services
We take the time to truly understand your business so, our services are tailored to help you achieve financial success
Reporting & Analysis
Reporting & Analysis to measure the results of our CFO strategies so you clearly see what’s working, what’s not, and where your money’s going. You’ll understand your costs, spot cash leaks, know if you have enough money to invest in growth, or need outside funding
Services may include:
- Strategic Financial Planning & Analysis (FP&A).
- KPI Development & Reporting.
- Financial Statement Reporting.
- Analyze the financial impact of different scenarios.
- Got investors? We’ve got Board reports covered too.
CFO-Advisory
CFO-Advisory that decodes the story behind your numbers and then instructs you on what action steps to take to achieve your financial goals.
Services may include:
- Financial assessment of growth/scale ideas.
- Financial projections for capital raises.
- Budgets & Forecasts.
- Cashflow management.
- Profitability and pricing assessment.
- M&A Due diligence support.
- Lead financial conversations with external parties (bankers, investors, accountants, etc).
Back Office Check-Up
Back Office Check-Up to strengthen your financial core – financial systems, team, reporting.
Services may include:
- Assess and address the strength and capacity of the current financial team.
- Ensure accounting systems and operations work seamlessly, so numbers are accurate.
- Implement and document financial policies and procedures for business continuity and to reduce the potential risk of errors, fraud, and theft.
Accounting Services
Accounting Services give you reliable, complete, up to date data to make decisions.
Services may include:
- Monthly recordkeeping and reconciliations - to make sure your numbers are organized, up-to-date, and in accordance with accounting standards.
- Already have a bookkeeper? No problem! We are the second pair of eyes overseeing your accounting staff so you don’t have to.
- Have a CPA you trust for years? No competition here! We work in a symbiotic relationship with CPAs to support the client’s tax reporting and planning.
Implementation
Strategy without action is a hallucination so we help you implement the financial strategies that we recommend to our clients.
Ready to gain visibility into your numbers and make confident decisions for growth and scale?
Our Process
How we help you grow to peak performance…and beyond
The FinCore Roadmap:
1
Assess & Align
Understand where you are and where you’re going
We evaluate your financials, systems, and team to identify gaps, risks, and opportunities and align your numbers with your business goals.
Outcome:
Clarity on what’s working, what’s not, and where to focus.
2
Strengthen the Core
Build a financial foundation you can trust
We help clean up the books, improve reporting and ensure your financial systems and team are capable to support growth.
Outcome:
Reliable, decision-ready financials.
3
Grow to Peak Performance
Know the numbers. Make smart growth decisions
We help you understand what’s driving your business, improve margins, and strengthen cash flow so your business performs consistently.
Outcome:
A profitable, scalable business with clarity and control.
4
Prepare for What’s Next
Build a valuable business that gives you options
As your business grows, we help position it for what’s ahead – whether that’s scaling further, stepping back, or transitioning ownership.
Outcome:
A strong, well-run business that can continue to grow or transition successfully on your terms.
If you’re ready to grow to the next level, let’s chat to see how we can be your financial partner.
Why FinCore CFOs?
More than a CFO. A partner in how you run and strengthen your business.
A CPA keeps you compliant. A bookkeeper keeps your numbers accurate. A FinCore Chief Financial Choreographer tells you what those numbers mean for your next move and helps you execute it.
- We break down financial language into tactical, digestible actions, not just reports.
- We've sat across the table from 1,300+ businesses, so we recognize what's coming before you do.
- Our clients trust us; they don't make major moves without checking in first.
- We speak fluently to investors, lenders, and buyers, and prepare you to sit in that room with confidence.
Hear from our clients
Michael Schreck
CEO, CSMG
Mary-Frances Winters
CEO, The Winters Group
Meagan Benz
CEO, Crust Vegan Bakery
“When Tricia arrived, our already fast-paced company was having a record-breaking year. She was able to understand the business and be effective. She was able to understand the business and be effective very quickly. Tricia took a “hands-on” approach to the work that needed to be done to bring our finance department back to working order. She kept the finance department running smoothly so the rest of the leadership team could focus on their teams.”
Rebecca A.
Wizard Studios
“Previous to FinCore coming aboard, the job of managing Wethos’ finances was inefficiently shared across our three co-founders. Bringing FinCore on allowed us to re-focus on our strengths, leaning on her expertise to get us setup for success. She helped organize insights from well before her time working with us, so we’d be able to easily answer financial questions and prepare reports on an on-going basis moving forward. Tricia always comes to the table with good recommendations paired with even clearer reasons why the work will be beneficial.”
Kay A.
Wethos
“Every time I meet with Tricia and her team I feel like I took such an important step for my business. Sure, I’ve ‘figured it out’ for 7 years on my own when it came to financial spreadsheets, cash flow, and budgeting. But it’s a whole new ballgame knowing you have hardcore finance people (who are still fun and cool to work with) taking your numbers seriously. I just feel like I’m in the right hands and I’ve professionalized my company by 25% by bringing on Tricia’s expertise and services.”
Taylor Vecchio
Splat Lab
“We would definitely recommend Tricia and FinCore to fellow business owners for their expertise, integrity, professionalism, and understanding.”
David
Imacuclean
Build a Business That Performs Today—and Gives You Options for What’s Next
Let’s take a look at where you are today and what it will take to strengthen your financial core, improve performance, and build a business that truly works for you—now, and in the future.
