Folistead Advisory

Accounting & Fractional CFO

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Folistead Advisory

Folistead Advisory

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Services

From reconciled books to the boardroom.

Three layers of a finance function, offered as fixed-fee services. Start with the one you need; add the next when the business asks for it.

Book a discovery call

Book a discovery call

See pricing

See pricing

Services by layer

Foundations

Get the numbers right.

Accurate, reconciled, tax-ready books on a fixed rhythm.

from $1,250

Bookkeeping & Monthly Close

Reconciled, tax-ready books closed by the tenth business day, every month — so every other decision starts from numbers you can trust.

Monthly P&L, balance sheet and cash flow

Reconciliation report for every account

Management summary in plain English

Year-end package for your tax preparer

Explore bookkeeping and the monthly close →

from $1,250

Bookkeeping & Monthly Close

Reconciled, tax-ready books closed by the tenth business day, every month — so every other decision starts from numbers you can trust.

Monthly P&L, balance sheet and cash flow

Reconciliation report for every account

Management summary in plain English

Year-end package for your tax preparer

Explore bookkeeping and the monthly close →

from $2,500

Catch-Up & Clean-Up Bookkeeping

Twelve months behind? A fixed-fee project that brings your books current, reconciles every account and leaves you with a clean starting point.

Reconciled books through your last completed month

Corrected opening balances

Clean chart of accounts

Written handover notes

Explore catch-up and clean-up →

from $2,500

Catch-Up & Clean-Up Bookkeeping

Twelve months behind? A fixed-fee project that brings your books current, reconciles every account and leaves you with a clean starting point.

Reconciled books through your last completed month

Corrected opening balances

Clean chart of accounts

Written handover notes

Explore catch-up and clean-up →

Operations

Own the numbers.

A senior owner for the close, the controls and the reporting.

from $1,800

Tax-Ready Accounting

Accrual accounting, year-end close and filing coordination so tax season is a handover rather than a scramble.

Accrual-basis monthly statements

Quarterly estimated-payment calendar

Year-end close package

Filing coordination with your preparer

Explore tax-ready accounting →

from $1,800

Tax-Ready Accounting

Accrual accounting, year-end close and filing coordination so tax season is a handover rather than a scramble.

Accrual-basis monthly statements

Quarterly estimated-payment calendar

Year-end close package

Filing coordination with your preparer

Explore tax-ready accounting →

from $2,900

Controller Services

A senior accountant who owns your close, your controls and your reporting — the layer between bookkeeping and strategy.

Monthly management reporting pack

Budget-versus-actual with commentary

Close calendar and controls documentation

Cash management and AP approval process

Explore controller services →

from $2,900

Controller Services

A senior accountant who owns your close, your controls and your reporting — the layer between bookkeeping and strategy.

Monthly management reporting pack

Budget-versus-actual with commentary

Close calendar and controls documentation

Cash management and AP approval process

Explore controller services →

Strategy

Use the numbers.

Forward-looking finance leadership for the decisions ahead.

from $4,500

Fractional CFO

Senior financial leadership on a part-time basis: forecasts, board and investor reporting, fundraising support and the decisions in between.

13-week cash forecast, updated weekly

Driver-based financial model

Board and investor reporting

Fundraising and lender support

Explore fractional CFO support →

from $4,500

Fractional CFO

Senior financial leadership on a part-time basis: forecasts, board and investor reporting, fundraising support and the decisions in between.

13-week cash forecast, updated weekly

Driver-based financial model

Board and investor reporting

Fundraising and lender support

Explore fractional CFO support →

from $1,500

Cash Flow & Forecasting

A 13-week cash forecast, an annual budget and a rolling reforecast — so the next quarter is a plan rather than a guess.

13-week cash forecast

Annual driver-based budget

Quarterly rolling reforecast

Collections and payment-run schedule

Explore cash flow and forecasting →

from $1,500

Cash Flow & Forecasting

A 13-week cash forecast, an annual budget and a rolling reforecast — so the next quarter is a plan rather than a guess.

13-week cash forecast

Annual driver-based budget

Quarterly rolling reforecast

Collections and payment-run schedule

Explore cash flow and forecasting →

Which layer do you need?

Bookkeeper, controller or CFO?

Most companies need the layers in order. Here is how to tell which one is missing.

If this sounds familiar

You probably need

Start here

The books are behind or do not reconcile

You probably need

You probably need

Bookkeeping, or a clean-up first

Start here

Start here

Catch-up & clean-up

Reports arrive late and nobody trusts them

You probably need

You probably need

A controller

Start here

Start here

Controller services

You cannot answer “what happens to cash if we hire three people?”

You probably need

You probably need

A fractional CFO

Start here

Start here

Fractional CFO

Year end is a reconstruction project

You probably need

You probably need

Tax-ready accounting

Start here

Start here

Tax-ready accounting

Cash keeps surprising you

You probably need

You probably need

A 13-week forecast

Start here

Start here

Cash flow & forecasting

Next step

Not sure which service fits? That is what the call is for.

Thirty minutes with a senior member of the team. You leave with a recommendation and a written proposal within two business days.

Book a discovery call

Request a proposal

Next step

Not sure which service fits? That is what the call is for.

Thirty minutes with a senior member of the team. You leave with a recommendation and a written proposal within two business days.

Book a discovery call

Request a proposal

Next step

Not sure which service fits? That is what the call is for.

Thirty minutes with a senior member of the team. You leave with a recommendation and a written proposal within two business days.

Book a discovery call

Request a proposal