Our Services
Accounting & Fractional CFO Services for Small Business Owners
A complete accounting foundation plus optional Personal and Business Fractional CFO support to help you run your business with clarity and confidence.
Your Financial Foundation
Bookkeeping + Tax Planning & Compliance for Small Business Owners
Every successful financial strategy starts with clean data and proactive tax planning. This foundation ensures your numbers are accurate, compliant, and ready to support smarter decisions.
Includes:
- Complete bookkeeping solution
- Proactive tax methodology and planning
- Unlimited access to responsive financial expertise related to bookkeeping and tax services
- Dedicated accounting team with a deep understanding of your business
Best for:
Early-stage and established small business owners who want accurate books, proactive tax support, and confidence that their financial foundation is solid.
Let's Talk Financial Foundation
Add Strategic Fractional CFO Support
Includes:
- Strategic insight Business Fractional CFO meetings
- Business cash flow visibility and financial trend analysis
- Profitability and KPI insights
Best for:
Growing businesses that need strategic financial insight to improve profitability, manage cash flow, and make smarter decisions without hiring a full-time CFO.
Includes:
- Personal Fractional CFO Services – delivered through the Thryve Personal Financial Clarity System
- Personal financial dashboard with budgeting and cash flow oversight
- Personal financial balance sheet and net worth tracking
- Retirement planning and goal tracking
- Quarterly personal CFO strategy sessions
- Monthly high level trend and risk analysis
Best for:
Small business owners seeking clarity, control, and long-term confidence in their personal finances with a trusted financial partner to keep them accountable.
Both Business and Personal CFO Services
Includes:
- Everything in Business CFO
- Everything in Personal CFO
- Unified planning, projections and strategy for a full financial picture.
Best for:
Established small business owners who want complete financial clarity across both business and personal finances.
Compare Our Services
Choose the level of financial support that fits your business and your life.
| Service Feature | Bookkeeping & Tax Services | Business CFO Services | Personal CFO Services | Both (Business + Personal CFO Services) |
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Continuous Small Business Bookkeeping Solution |
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Income Statement and Balance Sheet Management |
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Monthly Reconciliations & Close |
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Proactive Tax Methodology & Planning |
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Business Entity Tax Return |
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Personal Tax Return (Business Owner) |
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Tax Projections |
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Dedicated Accounting Team |
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Unlimited Access to Responsive, Financial Expertise |
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Strategic Insight Business Fractional CFO Meetings |
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Business Cash Flow Visibility & Financial Trend Analysis |
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Profitability & KPI Insights |
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Personal Financial Dashboard |
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Personal Budgeting & Cash Flow Oversight |
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Personal Financial Balance Sheet & Net Worth Tracking |
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Retirement Planning and Goal Tracking |
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Quarterly Personal CFO Strategy Sessions |
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Multiple Scenario Retirement Analysis |
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Monthly High Level Trend & Risk Analysis |
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Business & Personal Financial Alignment |
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