Fractional CFO Services

Your business deserves
financial leadership.

We work with business owners doing $1M–$20M in revenue who are ready to stop flying blind and start making decisions with real financial clarity.

Boise, Idaho · Serving clients nationwide

You've outgrown your bookkeeper.
You're not ready for a full-time CFO.

You're generating real revenue — but cash flow is unpredictable, you're not sure which parts of your business are actually profitable, and the financial side of the business never quite keeps up with the operational side. That's the gap we fill.

01
Revenue between $1M and $20M Past the startup phase. Facing real financial complexity without the infrastructure to manage it.
02
A bookkeeper and a CPA — but no CFO The books are kept. The taxes are filed. But nobody is thinking about your cash flow, your margins, or where the business is headed.
03
Ready to get serious You want to make better decisions, grow with confidence, and finally understand what your numbers are telling you.
"Most CFOs understand finance. We understand your business — and what it takes to grow one."

We bring 20+ years of financial leadership experience to every engagement — not as a consultant who theorizes, but as an operator who has built systems, led teams, and made real decisions with real consequences.

That includes time on the lending side of the table — underwriting small businesses, understanding what capital access actually requires, and watching what separates the businesses that grow from the ones that stall.

We don't just report what happened. We help you figure out what to do next.

Senior financial leadership,
priced for your stage.

Foundation

$4,500 / month

  • Monthly close review
  • 13-week cash flow forecast
  • KPI dashboard — 5 to 7 metrics
  • One strategy call per month
  • Email access

Strategic

$10,000 / month

  • Everything in Growth
  • Weekly access
  • Capital raise support
  • Margin and pricing analysis
  • Full thought partner on major decisions

The 30-day financial diagnostic.

Before any ongoing work begins, we spend 30 days getting a clear-eyed picture of where your business actually stands. Most clients find this alone worth the investment.

Financial Diagnostic

$4,500

A thorough analysis of your financials, your cash flow, your key metrics, and your business health — delivered as a clear findings presentation with a 90-day priority list.

Week 1

Access and intake. Financials, debt structure, business context, and an owner interview.

Week 2

Analysis. Revenue trends, margins, cash flow patterns, and key business metrics.

Week 3

Build the foundation. Cash flow forecast, KPI dashboard, chart of accounts cleanup.

Week 4

Findings presentation. State of the business, what's working, what isn't, and your 90-day priority list.

Ben Wright

Founder, Tablerock Advisory

  • CPA
  • MBA — Penn State
  • 20+ years financial leadership
  • Boise, Idaho

Tablerock Advisory is led by a CPA and MBA with over 20 years of financial leadership experience — spanning finance, operations, lending, and executive leadership across Director, COO, and VP roles.

That career has been spent close to small businesses — understanding how they operate, where they struggle financially, and what it actually takes to build a healthy, growing company. Not from the outside looking in, but from inside the work.

Tablerock Advisory was built on a simple belief: business owners deserve the same quality of financial leadership that large companies take for granted — clear numbers, honest analysis, and someone who helps them figure out what to do next.

Ready to see where
you actually stand?

No commitment. No pitch. Just a conversation about your business.