Your numbers are telling a story. We help you write a clear one.
Fractional CFO services for businesses ready to grow, and owners ready to exit.
M+
Revenue under management
Across every active client engagement
+
Years in finance & operations
Team experience
+
Businesses served
Active and past clients, US & Canada
Who is this for
Built for founders who are done running blind.
01
Growing SMBs who've outgrown their bookkeeper
You're doing $1M–$5M in revenue but your financials don't give you the clarity to make confident decisions. Cash flow is unpredictable, reporting is backward-looking, and you're flying blind on the metrics that actually matter.
02
Owners preparing to sell business in the next 2–4 years
You want to maximize your exit. That means getting your financials buyer-ready, improving your EBITDA story, cleaning up the chart of accounts, and building the kind of reporting that makes serious buyers pay a premium.
Three things we do exceptionally well
We offer tailored consulting solutions designed to match your business scale and financial objectives.
Testimonials
“After hiring OTP, I realized I was flying almost blind all this time: money in the bank - good, no money in the bank - not so good. Now I have a very clear picture of my company's financials, performance metrics and how they stack against competition. Literally an eye opening experience.”
Alex Bourlakov
"We hired OTP to help catch up on billing and get a better grip on aged accounts receivable. They identified unbilled items, issued invoices, and worked directly with our customers to collect. OTP now runs our entire accounting function — and I don't have to think about it anymore."
Ryan Kerr
How we work, step by step
You'll always know what's happening, who's working on it, and when it'll be done.
01
Discovery Call
30 minutes. We talk about where you are, where you want to go, and what's getting in the way. No pitch, just an honest conversation.
02
Financial Diagnostic
Under NDA, we review your books, systems, and reporting. You get a clear picture of what's broken and a fixed price before you commit.
03
Engagement Kickoff
We agree on scope and assign your dedicated account manager. One person, coordinating the full team behind the scenes.
04
Ongoing Support
Monthly reporting, cash flow forecasting, and strategic advice. A team that stays ahead of your numbers so you don't have to.
We're not a faceless firm — we're a tight-knit team of CPAs, analysts, and operators who care deeply about your numbers.
Questions we hear all the time
What's the difference between bookkeeping, controller, and CFO services?
Think of it as three layers. Bookkeeping keeps your records clean and accurate — it's the foundation everything else is built on. Financial Controller adds oversight, real-time reporting, and controls so you actually understand your numbers week to week. Fractional CFO brings strategic leadership: forecasting, modeling, investor readiness, and the big-picture decisions. Most clients start at one level and grow into the next as their business scales.
How much does it cost?
Do you work with businesses in both the US and Canada?
How do I know what your team is working on?
What accounting software do you use?
How quickly can you get started?