Know Your Numbers.
Grow With Confidence.
Clean books and CFO-level guidance for small and growing businesses — plus practical AI automation to help you run leaner. One partner for your numbers and the systems behind them.
Experienced in cannabis, retail, restaurants, food & beverage, and wine & spirits.
Choose Your Path
Start with your books, add AI when you’re ready — or do both at once.
Bookkeeping &
Fractional CFO
Clean books, real-time financial dashboards, and strategic CFO guidance — without the full-time CFO price tag. Know your numbers every week, not just at tax time.
- Monthly Bookkeeping $500/mo
- Fractional CFO Services $1,500/mo
- Financial Health Audit $750
AI Consulting &
Implementation
We identify where AI can save your business the most time and money — then build the automations for you. Save 10–20 hours per week. Starting in 30 days.
- AI Clarity Audit $750
- AI Implementation Sprint $3,500
- AI Growth Retainer $1,500/mo
Industries We Know
We’ve worked inside these businesses — so we already know their accounting traps, reporting needs and margins.
🌿 Cannabis
Cultivation, manufacturing, wholesale and retail — including 280E-aware cost accounting and multi-store reporting.
🏬 Retail & Multi-Location
Store-by-store P&Ls, inventory and vendor credits, cleanups and acquisitions.
🍽️ Restaurants
Food and labor cost tracking, tips and payroll, weekly flash reporting.
📦 Food & Beverage Wholesale
Margins by customer and product, inventory, distributor billbacks.
🍷 Wine & Spirits Wholesale
Excise and compliance-heavy books, depletion and margin reporting.
🚘 Transportation
Fleet and driver costs, utilization and profitability by service line.
🏠 Mortgage Brokerages
Loan-level revenue and commission tracking, LO compensation and branch profitability.
💼 Professional Services
Billable time, project profitability and cash flow forecasting.
📈 Private Equity & M&A
Diligence prep, quality of earnings support and post-close integration.
The CFO Impact Difference
Hands-on finance and operations experience — private equity, professional services and multi-location operators. Real results, not slogans.
of books cleaned up and brought current for a 6-location retailer
Guided a 2-location retailer through closing an acquisition of new locations
Fractional CFO for a chauffeured transportation company
Private equity and professional services background
Tell Us About Your Business
Share a few details and Joel will personally get back to you within one business day — usually sooner.
Prefer to talk now? Book a free 30-minute call →
Or email joel@cfoimpactllc.com
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