You don't need a full-time CFO — you need the right one, part-time. Get strategic financial leadership from a licensed CPA who already knows your books.
The numbers were always there. Nobody was watching them closely enough — or translating what they meant into action.
Profitable on paper but can't make payroll? That's a cash flow timing problem — and it's fixable with the right visibility.
A large tax bill in April is almost always a planning failure, not a tax failure. We fix that with year-round strategy, not just year-end scramble.
Should you hire? Buy equipment? Take out a loan? These questions deserve more than a gut feeling — they deserve a financial model.
You get a P&L every month. Does anyone tell you what it means, what's trending wrong, and what to do about it next month?
Lenders and investors require clean, professional financials. Most small business books don't qualify — yet. We fix that.
Crossing $500K, adding employees, or opening a second location? Your financial infrastructure needs to grow with you.
Fractional CFO advisory isn't for everyone — it's for owners who are ready to stop reacting and start leading with data.
Every engagement includes direct access to Cameron Pino, CPA — no handoffs, no junior staff.
All tiers require a complimentary discovery call before engagement. Bookkeeping and tax services available as add-ons or bundles — ask about combined pricing.
Most fractional CFOs are generalists. Peridot brings CPA-level rigor — which means your advisory work and your tax strategy are finally connected.
Generic CFOs give financial advice. A CPA-led engagement means every decision — compensation, distributions, capital purchases — is modeled for its tax impact too.
The same person who reviews your books does your advisory work. No "your accountant said this but your CFO said that" — it's integrated by design.
Years in corporate accounting mean Peridot brings institutional-grade financial controls and reporting discipline — sized and priced for your business.
Not required, but it's the most effective combination. If your books are managed elsewhere, we can still provide advisory — though we'll need clean, current financials to work from each month.
A traditional accountant reports what happened. A fractional CFO tells you what it means and what to do next. The conversation is forward-looking, not just historical.
Generally $300K to $5M in annual revenue. Below that, the Foundations tier still delivers value. Above $5M, we'll discuss whether a custom engagement makes more sense.
Books close, we review, you get a written summary and a scheduled call to discuss. Between calls, you have email access for questions that can't wait. Simple, consistent, and yours every month.
Yes — and we recommend it. Clients who combine CFO advisory with tax prep get fully integrated planning. Ask about combined pricing during your discovery call.
Engagements begin with a 3-month minimum to establish a baseline and start seeing real impact. After that, month-to-month with 30-day notice. No surprise fees, no hourly billing.