Fractional CFO Services

Fractional CFO services give you CFO-level planning budgeting, forcasting and
profitability guidance without the cost of a full-time hire. BokiPro BK helps you make clearer
decisions using clean financial reporting and simple targets.

Fractional CFO work is strongest when bookkeeping is accurate. If your books are behind or
messy, start with Accounting Cleanup, then move into monthly bookkeeping services.

What’s Included

Cash flow forecasting (short-term and rolling view)
Budget creation and budget vs actual tracking
Profit and cost analysis (where margins improve)
KPI tracking (simple dashboard: revenue, gross margin, net margin, runway)
Monthly or quarterly review meetings (as agreed)
Action plan after each review: what to do next

Get an appointment

How It Works

01. Discovery Call

Goals, revenue model, and current financial pain points

02.

Access To Quick Books

Connect tools, confirm reporting needs, and define workflow

03. Build

Forecast, budget, and KPI targets

04.

Review Cadence

Monthly or quarterly meetings plus action steps

What You Get

Our Mission

Our mission is simple: help small and medium-sized businesses reach profitability targets by maintaining accurate financial records and providing clear insights that support smarter decisions.

Credentials That Back the Work

We believe trust is earned through consistency, documentation, and professional standards. Our work is guided by certification and platform expertise, not guesswork.