Statement of Services

Financial clarity, built to scale with you.

From disorganized books to lender-ready confidence. Real strategy for businesses that outgrew the systems they started with.

NOTE: Most engagements surface two to three critical issues within the first week of discovery, before any long-term plan gets built.

I. Financial Foundations

Clean, compliant books you can trust, and a process to keep them that way.

II. Growth Advisory

Ongoing strategy and forecasting for a business that's scaling past its systems.

III. Fractional CFO Partnership

Executive financial leadership, without the executive overhead.

I. Financial Foundations

BEST FOR

Businesses cleaning up the past before they can plan the future.

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INVESTMENT
Project-based. Scope and fee are set after a short financial assessment, since every set of books starts in a different place.

Your books don't reflect what's actually happening in the business, and you don't fully trust the numbers in front of you. That uncertainty is costing you decisions, not just time.

WHAT'S INCLUDED

  • Full chart of accounts review and rebuild

  • Catch-up reconciliation for prior periods

  • Compliance and record-keeping cleanup

  • A defined monthly close process

  • Handoff-ready financials for your CPA or tax preparer

OUTCOME

“Accurate books you can trust, and a process built to keep them that way.”

II. Growth Advisory

BEST FOR

Businesses growing fast, but running the same way they did at half the size.

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INVESTMENT
Monthly Retainer, scoped to your current season of growth.

Sales are up, but cash feels tighter than it should. Nobody's watching the gap between when you invoice and when you actually get paid.

WHAT'S INCLUDED

  • Cash flow forecasting and monitoring

  • A/R and A/P cycle management: get paid faster, pay on time, not early

  • Quarterly strategy sessions

  • Board or investor-ready reporting

  • Ongoing advisory access between sessions

OUTCOME

“A finance function that keeps pace with growth, instead of one you rebuild every year.”

III. Fractional CFO Partnership

BEST FOR

Businesses ready for executive-level financial leadership, without a full-time executive salary.

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INVESTMENT
Upfront engagement fee, transitioning into ongoing monthly retainer.

You're making six and seven-figure decisions without a finance leader in the room. Financing opportunities are slipping because your numbers, and your story, aren't ready.

WHAT'S INCLUDED

  • Full CFO oversight and strategic planning

  • Financing readiness: debt, equity, or both

  • Management team development and reporting structure

  • KPI dashboards and board-level reporting

  • Direct involvement in major financial decisions

OUTCOME

“The judgment and oversight of a CFO, built into how your business actually runs.”

Additional Services

These sit outside the three core packages because the right scope depends on where your business stands today. Each one starts with a short assessment, then a fixed quote, not a guess.

  • Bookkeeping & Catch-up Cleanup

    Full-service bookkeeping or a one-time cleanup of past-due books, scoped after a quick file review.

  • Business Plan Development Investor-ready or lender-ready business plans, from a first-time raise to a full growth plan.

  • Nonprofit & Board Compliance

    Audit-ready financials, board reporting, and grant-aligned tracking for donor-funded organizations.

  • QuickBooks® Setup & Systems Cleanup

    Chart of accounts structure, categorization rules, and a system your team can actually run.

Insurance solutions (life, health, accident) are handled as a separate offering. See the Insurance page for details.

NEXT STEP

Let's find out where

you actually stand.

A discovery call costs you nothing but honesty. If we're not the right fit, we'll tell you, and point you somewhere that is.

© 2026. Derrick Jones & Company, LLC. All rights reserved.