Charleston Fractional CFO & Controller

Clarity in your numbers, without a full-time hire.

We're a Charleston-based fractional CFO and controller practice for owners and operators who've outgrown a bookkeeper but aren't ready for a full-time CFO. We clean up the close, build the dashboards, and turn your books into something you actually use.

What we do

Three things, done well.

01 — Controller

A close you can trust

Monthly close on a calendar. Clean balance sheet. Reconciled accounts. Reporting you'd be comfortable handing to a bank or a buyer.

02 — CFO

A forward view, not a rear-view

Forecasts, cash flow models, scenario planning, and the weekly conversations that turn financial data into decisions.

03 — Systems & Dashboards

Dashboards owners actually open

The five to ten numbers that actually run your business — ready when you need them, not days after the fact.

Selected past work

Operators we've worked alongside.

Real businesses across the Lowcountry. Each one trusted us with the books, the close, and the calls that came after.

Buxton Books
Tour Charleston
Candlefish
REWINED
Earth & Air Studios

Read a recent case study →

Who this is for

Owners who feel the gap.

Revenue is coming in. Bills are getting paid. But the financial picture feels fragmented, delayed, or unreliable — and you're making decisions on instinct because the numbers aren't telling you anything yet.

That's the gap we close. Not bookkeeping. Not a tax-only CPA. Not a full-time CFO you can't justify yet. The seasoned finance partner who sits between those — and makes sure the rest of the stack actually works.

If you've ever opened your P&L, stared at it for thirty seconds, and closed the tab — yeah, that's the gap.

Industries

Generalists, by design.

Good finance discipline travels. We've built finance functions inside manufacturers, retailers, restaurants, bars, tour operators, candle makers, breweries, yoga studios, bookshops, and construction firms — across the Lowcountry and beyond.

Manufacturing Retail & E-Commerce Restaurants & Bars Hospitality & Tours Construction Wellness & Studios Subscription & Membership Convenience & C-Store Bookshops & Creative Practices Professional Services

Ready for a financial conversation?

No pressure, no pitch. A 30-minute call to talk through what's working, what isn't, and whether we're a fit.

Start the conversation