Austin Fractional CFO & Controller Services - Where Turning Business Numbers Into Meaningful Insights Is an Art Form

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Bringing The Pieces Together to Move Your Business Forward

Fractional CFO & Controller Advisory Services

Every business reaches a point where the numbers need more than recording. They need someone to tell the story behind them, explain what's driving the changes, and help you decide what to do next. That's where our Fractional CFO & Controller experience brings another level of financial insight.


Our advisory services are available as individual projects, so you can choose the financial analysis and support that best fit your business needs. Each defined project includes a written report with findings explained in plain English and practical recommendations grounded in more than 20 years of financial management experience, a Certified Management Accountant (CMA) designation, and a master's degree in accounting.


When we also manage your bookkeeping, payroll, or tax services, we can draw on that broader financial picture. When those services are handled elsewhere, we work with your existing financial information to provide the same meaningful analysis and professional perspective.

Mark, a CMA, CFO and Controller at Mosaic Framework, in an outdoor portrait wearing a black shirt. M

Advisory Services & Pricing

Mosaic provides financial oversight, analysis, and advisory support to help you understand your business's performance, evaluate opportunities, and plan for the decisions ahead.


KPI Dashboard Build — $2,400

Together, we identify the financial and operational measures that matter most to your business. We then build a customized dashboard and management report that make it easier to follow performance, compare results, and recognize trends over time.


Profitability Analysis — $1,200

We examine revenue, profit margins, direct costs, and overhead to better understand the profitability of your products, services, customers, or locations. This analysis helps identify where your business generates the strongest returns and where adjustments could make a meaningful difference.


Budgeting & Forecasting — Annual budget: $1,800 | Quarterly budget update: $900 each

We develop an operating budget based on your financial history, current performance, and business plans. We can also explore different financial scenarios to understand how changes may affect your results. Quarterly updates compare actual performance with your budget and revise projections for the remainder of the year.


Cash Flow Forecast — $900 per forecast

We develop a rolling cash flow forecast that looks at expected income, upcoming expenses, and financial commitments. Understanding the timing of cash moving through your business helps you plan for future needs, evaluate spending decisions, and manage available resources.


Decision Support & Capital Investment Analysis — $900

Considering a new hire, equipment purchase, financing, pricing changes, or business expansion? We analyze the financial implications of your options, including their potential impact on profitability and cash flow, so you can evaluate each decision with meaningful financial information.


Cost Analysis & Process Improvement — $1,800

We examine production costs, service delivery, purchasing, staffing, and operating expenses to identify opportunities for improved efficiency and profitability. Our recommendations are practical, financially grounded, and tailored to how your business operates.


Internal Control Review — $1,800

We review how financial transactions are approved, processed, and recorded, including payment procedures and access to financial accounts. We then recommend appropriate internal controls that support accurate reporting, protect business assets, and strengthen everyday financial operations.


Hourly Advisory Time — $150 per hour

For individual questions, financial analysis, or advisory needs outside a defined project, we offer support at an hourly rate. We'll discuss the scope and agree on the estimated hours before work begins.


Every business is different, and your financial services should reflect that. We tailor our advisory services to your business, bringing together the financial analysis, expertise, and level of support that best serve your needs and goals.


*A Note About Our Pricing

The pricing above provides a starting point for typical advisory projects involving businesses with less than $2 million in annual revenue. Final pricing may vary based on the scope and complexity of your project. We'll confirm your project pricing in a written proposal following your consultation. All services and associated fees will be clearly outlined before work begins.


For businesses interested in ongoing support, our monthly packages bring bookkeeping, payroll, and financial leadership together. Fractional CFO Leadership clients also receive 20% off the advisory projects listed above.

Fractional CFO / Fractional Controller

Experienced Financial Leadership Without the Cost of a Full-Time CFO or Controller.


Our Fractional CFO & Controller services give your business access to experienced financial oversight and guidance as your needs evolve. That starts with reliable financial reporting, supported by strong internal processes and controls.


From there, we help you use that information to look ahead. Depending on what your business needs, this may include budgeting, forecasting, cash-flow planning, pricing and profitability analysis, growth decisions, or evaluating major investments.


For a growing business, fractional support provides the flexibility to adjust the level of financial leadership as your needs change, without taking on the overhead of a full-time executive.