What’s the difference between bookkeeping and your advisory services?

Bookkeeping records the past. Advisory turns those numbers into forward‑looking forecasts, strategy sessions, and tax‑sensitive planning so you can make confident decisions.

How quickly will I see value?

Most clients gain clarity within the first 30–60 days. By 90 days, you’ll have a working forecast and a repeatable cadence for decision‑making.

What happens during onboarding?

We establish your baseline forecast, build a KPI dashboard, and deliver a prioritized 30‑ to 90‑day action plan. If cleanup is needed, it’s scoped separately with a fixed fee

Do you also prepare tax returns?

Yes. We prepare business and personal returns or coordinate with your existing preparer. Strategic tax planning is built into quarterly advisory sessions.

Is this a long‑term commitment?

Engagements typically run 3–6 months to establish discipline and deliver measurable outcomes. After that, many clients continue on an ongoing monthly or quarterly basis, depending on their needs.

Who will I actually work with?

You’ll work directly with a licensed CPA leading your engagement

What if my books are a mess?

That’s common, and it’s not a barrier. We’ll scope any cleanup separately during onboarding, then move quickly into building the forecast and cadence that give you clarity going forward.

Fractional CFOs for Small Businesses — Clear Cash, Smarter Decisions

Monthly forecasting, named CFO access, and tax‑forward strategy

You don’t need another report — you need a strategic partner who turns numbers into confident decisions. At Lattice Group, every engagement is led directly by a licensed CPA with over a decade of finance and tax experience. You get accurate monthly financials, a living cash forecast, and quarterly strategy sessions that connect taxes, operations, and growth.

It’s a repeatable cadence designed to move you from reactive bookkeeping to proactive leadership. Begin with a short Diagnostic and walk away with a prioritized 30‑ to 90‑day action plan tailored to your business.

Book a 20‑minute Advisory Diagnostic

Choose Your Path

Explore Startup CFO Playbook

See Capital Growth Advisors

CPA‑licensed • Founder‑delivered • Clarity and confidence in 90 days or less

Our Services

1

Advisory Lite

Monthly financials and variance notes, a 30‑minute monthly consult, 3 KPI scorecards, and email support. — built for founders who want clarity without complexity.

From $600–$1,200/mo

2

Advisory Plus

Monthly close support, cash‑flow scenario modeling, one 60‑minute quarterly strategy session, and tax‑sensitive planning that prevents surprises and supports smarter decisions.

From $1,250–$2,500/mo

3

CFO Advisory

Founder‑led KPI dashboard, rolling cash forecast, P&L review, quarterly tax coordination, and a strategic roadmap that aligns growth, capital, and entity structure.

From $2,500–$6,000/mo

Who We Serve

•    Early‑Stage Founders & Startups — investor‑ready financials, runway management, and equity protection
•    Growing Businesses & Professional Firms — clarity on margins, utilization, and cash discipline
•    Scaling Companies & SaaS/Subscription Models — churn tracking, ARR visibility, and capital‑raise preparation
•    Established Owners & Multi‑Entity Portfolios — consolidation, tax efficiency, and long‑term strategy

Startup CFO

Runway modeling, founder equity, and investor-ready financials

Explore Startup CFO Playbook

Capital Growth Advisors

Unit economics, raise preparation, and multi‑entity scaling

See Capital Growth Advisors

How It Works

Step 1 — Diagnostic (Week 0): 20‑minute kickoff, book review, and a prioritized 30‑ to 90‑day action list

Step 2 — Onboard (Weeks 1–4): Baseline forecast, KPI dashboard, and scoped cleanup with a fixed onboarding fee

Step 3 — Operate & Improve (Ongoing): Monthly close, updated dashboard, advisory call, quarterly strategy, and tax coordination.

Proof / Outcomes

• Transformed messy books into clear monthly financials that owners could actually use to run their business
• Built rolling cash forecasts that gave leadership visibility into 3–12 months ahead, reducing surprises
• Shifted clients from reactive tax filings to proactive planning, creating confidence at year‑end instead of stress

• Delivered strategic clarity that reduced surprises and improved decision-making

Frequently asked questions

Get in Touch

500 Terry Francine St.

San Francisco, CA 94158

123-456-7890

info@mysite.com

Whether you’re pre‑revenue or preparing for Series A, we’ll help you make decisions that align with your goals, your cash flow, and your long‑term vision

Schedule an Advisory Consultation