Fractional CFO & Accounting Services That Help Businesses Grow Smarter Increase profit. Improve cash flow and Make confident business decisions with financial leadership built for growing companies.

We fix your books, show where your money goes, and help you make smart choices.

35 years of work

Helping 100+ owners

$800M in cash managed

Expert in 5 industries

Our Process

Diagnose

Reveal growth killers. We audit your books to uncover leaks so you stop wasting capital.

Clean Up

Fix the mess. We deliver accurate, audit-ready data so you can pitch or scale at speed.

Visibility

See your future. Real-time cash flow dashboards ensure you never run out of runway again.

Guide

Lead with data. We provide the CFO strategy needed to maximize profit and exit value.

“Marks and Smart fixed our reporting gaps in weeks. Now we drive our startup with real metrics and absolute confidence instead of just guessing.”

Sarah Miller, CEO at VentureStream Solutions Inc.

We deliver investor-grade reporting and margin optimization for ambitious SMBs and lean startups.

Extending runway through burn rate optimization and rigorous investor-ready modeling.

Protecting provider margins with revenue cycle audits and clean books for acquisition.

Tightening prime cost controls and cash reserves to weather seasonal flux and expansion.

Strengthening balance sheets for bonding and managing cash flow across long job cycles.

Maximizing liquidity via inventory turnover analysis and SKU-level margin management.

Shifting from billable-hour churn to high-margin models with predictable cash reserves.

"We finally have the clean COGS and margin data needed to secure our Series A funding."

"Our bank line was approved immediately because our financials were finally transparent."

"They fixed our messy bookkeeping and gave us a cash forecast we can actually operationally use."

Full case studies shared upon request