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Helping $5M+ service businesses navigate the messy middle - where growth demands more than bookkeeping, but not quite a full-time CFO
Welcome
Going from bookkeeper to CFO is a big leap.
Up until $5M, most bookkeepers are brilliant at categorizing transactions and reconciling history. But few step back to diagnose the full financial picture, implement fraud-preventing controls, or deliver timely insights that drive tomorrow’s decisions.
Meanwhile, full-time CFOs - often brought in at a premium at around the $15M point - expect those foundational pieces to be in place so they can focus on steering the ship with confidence.
That’s where we come in.
We specialize in the in-between - the messy middle where $5-15M service businesses often stall. With over two decades of experience, we build the financial backbone that founders need to scale with confidence. We take what your bookkeeper started and elevate it with elements like diagnostic reviews, fraud-preventing controls, cash flow storytelling, and systems that hum. We pass the baton from bookkeeper to CFO cleanly, with precision and care.
This is strategic financial leadership, arm-in-arm. Not outsourced. Not transactional. Just the kind of partnership that has made founders say -
“You're my rock.”
82%
1 out of every 2 small businesses close within the first 5 years. Of these, 82% fail due to poor cash flow management.
60%
60% of small businesses experience at least 1 fraud attempt.
80%
80% of business leaders say that real-time cash visibility is non-negotiable.
John H,
VP Engineering
Jennifer was instrumental in helping Qwick scale... She handled many things...from managing/building the team to helping to close our large volume of A/R...Jennifer also helped lead our executive team through closing our Series B which was being done in one of the biggest VC downturns in decades.
Lauren R,
VP Media & Analytics
Jennifer is an excellent asset to any team. She is a problem-solver, easy to get along with, and extremely intelligent. There is nobody that's more genuine or a harder worker. Anybody would be lucky to have Jennifer.
Rob W,
Senior Leader & Founder
I highly recommend Jennifer to handle your business finances. She is not only an excellent bookkeeper, but also exceptional at maintaining financial records, performing month-end and year-end accounting tasks, cash flow analysis, and offering recommendations for reducing expenses and increasing profits. She has a positive, can-do attitude and would be a great addition to any business!
Fortified FINANCIALS helps $5M+ service business owners eliminate financial blind spots, detect vulnerabilities, and build scalable, profitable systems. We fortify financial foundations through our signature Five Pillar framework, laying a resilient and compliant foundation that leaders can trust for long-term stability and growth.
What You Gain Beyond the Numbers...
Holistic Viewpoint: Comprehensive Accounting Solutions
More than just bookkeeping, or payroll, or advanced reporting, or Controller insights - we provide all-in-one financial enablement. By immersing ourselves in the full scope of your business - from operations to strategy - we become your trusted financial partner, ready with the right insights when it’s time to act.
Experienced Accounting Professionals & Executives
Drawing on 20+ years of experience, you receive real-world practical application, complex problem-solving abilities, broad industry insights, and a commitment to building personalized, lasting relationships with each client.
From Confusion
to Clarity
We deliver tailored financial solutions & advisory services - from proactive and actionable insights and automation tools & AI, to KPI & scorecard creation and Excel training - empowering you and your team with the meaning of your numbers and operational efficiency to make real-time, informed decisions.
