A partner who knows your numbers.
Quarterly strategy with the partner who owns your file. Cash-flow forecasting, KPI benchmarks, and decisions backed by your live QuickBooks, not a deck of stock charts.
14 days · No card · Keep the deliverables
13-Week Cash Forecast
Refreshed weekly- Opening cash$184,210
- Expected inflows$612,400
- Expected outflows($548,920)
- Lowest week (W-6)$96,300
- Runway9.4 months
Everything in the fee, covered.
No add-ons and no surprise hourly invoices. If it is on this list, it is included.
- A 13 week rolling cash flow forecast, refreshed monthly, so you can see the tight week before you are standing in it rather than after.
- Proactive tax strategy with quarterly planning sessions. The point of a quarterly rhythm is that decisions still have time to change the answer.
- Entity structure work and the S corporation owner compensation split, which for most owners is the largest single lever available and usually the one left at a round number someone guessed years ago.
- A KPI and industry benchmark dashboard, so your margin is read against your own trade rather than against a generic average that flatters or panics you for no reason.
- Accounts payable bill pay workflow, up to 50 a month, and accounts receivable and collections oversight, because a healthy P&L with nothing collected is not a healthy business.
- Financial statements prepared for bonding and lending. Where a lender or surety requires a CPA compilation, that is issued through our contracted CPA network, and we will always tell you which parts are ours and which are theirs.
- R&D credit screening, so a credit you qualify for gets found before the year closes rather than mentioned as a regret.
- Response within one business day on Advisory. A dedicated Slack channel and a named CFO come with Executive, and we would rather be clear about that than imply an always on line you are not paying for.
What the fee covers, and what is not.
- Advisory is a quarterly rhythm with one business day response in between, and that is deliberate.
- If what you need is a CFO in the room every week, that is Executive: a fractional CFO on a weekly cadence, on call between meetings, with a dedicated channel and a named team.
- We would rather point at the right plan than stretch this one and have you feel the gap in month three.
- On the attest question we are equally plain: WAYG prepares your financial statements, and when a lender or a surety requires a CPA compilation or review it is issued by a licensed CPA in our contracted network.
- We do not perform audits or reviews ourselves and we will not imply otherwise.
Three steps, and you know the price before step three.
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01
We read your file first
Your books, your prior returns and what has actually been filed. Nobody quotes you a number before seeing what is really there.
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02
You get the number in writing
Scope and price agreed before any work starts, so there is no second invoice arriving later with a surprise on it.
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03
The work happens where you can see it
Progress, documents and the finished result live in your portal, not buried in an email thread you have to search.
One firm, one fee, no surprises.
- Owners planning a hire or raise
- Construction firms needing bonding packages
- Real-estate operators
- Anyone running on gut feel
What changes after you switch.
- Quarterly
- Planning sessions with the partner on your file
- 13 weeks
- Cash visibility, refreshed monthly
- 1 day
- Response time on Advisory
Fractional-CFO cadences built for SaaS teams, agencies, and real estate brokerages. Often searched as a virtual CPA alternative or fractional CFO.
Ready to see your numbers clearly?
Begin the free 14 day assessment. No card. You keep the deliverables either way.