Fractional CFO & bookkeeping · for startups

Know your numbers. Extend your runway.

Beacon Advisory gives early-stage founders clean books and CFO-level guidance — without the cost of a full-time hire. So you always know how long your cash lasts, and you're ready the day an investor asks.

Get my free financial review → 30 min · no obligation
15+ years in startup finance Ex-Big-4 trained Fixed monthly pricing
The founder's blind spot

You're building the company. But do you know exactly how long your cash lasts?

Most early founders run finance out of a spreadsheet and a gut feeling. Then a board update, a tax deadline, or a due-diligence request arrives — and the books aren't ready. Messy financials cost you sleep now and leverage later, exactly when clarity matters most.

The Beacon approach

A finance partner who's done this before — on call, not on payroll.

I spent 15 years in startup and Big-4 finance before founding Beacon. Now I give founders the same rigor a funded company gets from a CFO, at a fraction of the cost and none of the overhead.

  • Clean, reconciled books — closed monthly, always audit- and investor-ready.
  • Runway & burn you can see — a clear dashboard, updated every month.
  • Guidance when it counts — pricing, hiring, fundraising, taxes — a call away.
What changes in month one
BooksCleaned & reconciled
RunwayModeled to the month
ReportsFounder-ready monthly
Your time on financeNear zero
The credentials

Boutique attention, institutional standards.

Beacon is deliberately small — I take a limited number of founders so each one gets a partner who actually knows their numbers. The standards, though, come straight from the audit and CFO world I came up in.

15+years in startup & Big-4 finance
1dedicated advisor — you always talk to me
30 daysto clean, investor-ready books
How it works

Clarity in three steps.

Free financial review

A 30-minute call. I look at where your finances stand and show you exactly what's missing — no obligation.

We set the foundation

I clean up your books, build your runway model, and set up simple monthly reporting you'll actually read.

You get monthly clarity

Every month: reconciled books, an updated runway, and a partner on call for the decisions that matter.

What's included

Everything a funded company gets — sized for your stage.

Monthly bookkeeping

Reconciled, categorized, and closed on time — the source of truth everything else stands on.

Runway & forecasting

A living model of your cash, burn, and runway so a surprise never comes from your own bank balance.

CFO advisory

Pricing, hiring plans, unit economics, fundraising prep — senior judgment when you hit a fork.

Tax & compliance ready

Books kept so your CPA's job is easy and deadlines never become fire drills.

Investor-ready reporting

Board-grade statements and metrics, ready the day a term sheet or diligence request lands.

One point of contact

No handoffs to junior staff — you work directly with the advisor who knows your business.

Start here
Free financial review · 30 min

A no-obligation look at your books and runway, with a clear picture of where you stand. If we work together, monthly plans start at $450/mo — fixed, no surprises.

  • A snapshot of your current financial health
  • Your biggest gaps and quick wins, spelled out
  • Zero obligation — advice you can keep either way

Questions

Common questions

What does a fractional CFO actually do?

Everything a full-time CFO does — clean books, runway and cash forecasting, financial reporting, and strategic guidance — but part-time and on a fixed monthly fee, sized for an early-stage company.

How much does it cost?

Monthly plans start at $450/mo depending on transaction volume and how much advisory you need. You'll get a fixed quote after the free review — never hourly surprises.

We're pre-revenue — is this too early?

Not at all. The cheapest time to set finances up right is before the mess accumulates. Early founders get the most out of clean books and a clear runway.

Do you replace our accountant or CPA?

I complement them. I keep your books and strategy tight year-round so tax filing is smooth — and I coordinate directly with your CPA at filing time.

What tools do you work with?

QuickBooks, Xero, and the common startup finance stack. If you're not set up yet, I'll get you onto the right tools as part of onboarding.

Is my financial data secure?

Yes. I use bank-grade, read-only connections and secure document handling — your data is never shared and never sold.

Stop guessing at your runway.

Get a free 30-minute financial review and walk away knowing exactly where you stand — no obligation, no jargon.

Get my free financial review →
Free financial review30 min · no obligation
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