Financial support / Built around your business

The right support for what comes next.

You built something that works. As more money, people and decisions move through the business, the financial side needs to keep up.

We start by understanding where things stand, what needs attention and which responsibilities Explr should take on. You don’t need to choose a service level before we talk.

01 / Begin here

Financial Foundation.

A defined starting engagement. Scoped and priced separately.

Good decisions depend on reliable information. We review the books, reporting and financial workflows already in place, identify the gaps and define the work required to make the foundation trustworthy and usable.

At the foundation’s close, we review what was completed, what remains open and what kind of ongoing support will keep the system working.

The work / Based on agreed scope
  1. 01
    Understand the business

    Learn how the business operates, how money moves and what matters to the people making decisions.

  2. 02
    Find the gaps

    Identify what needs to be corrected, organized or clarified.

  3. 03
    Clean and structure

    Complete the agreed accounting and financial systems work.

  4. 04
    Build visibility

    Establish reporting and operating routines the business can maintain.

Scope, deliverables and a project fee are agreed before work begins.

02 / Stay supported

Support that fits the business you’re running.

Each level adds involvement and responsibility, not simply more reports. The right fit depends on whether you need the financial foundation maintained, help managing the financial picture, or a closer advisory relationship around the decisions that come with leading the business.

01 / MAINTAIN

Accounting

We maintain the foundation.

For owners who want reliable financial operations without personally chasing every transaction, question or open item.

Typically includes
  • Ongoing accounting and account reconciliations
  • Monthly financial reporting package
  • Organized documents, recurring financial workflows and open-item follow-through
  • Accounting questions and support as issues arise
  • Coordination on accounting records with your team and tax professionals, as agreed

How we work: Primarily asynchronous, with organized questions and follow-up. Calls are scheduled when useful.

From $1,250/ month
02 / MANAGE

Fractional CFO

We help manage and interpret the financial picture.

For owners whose numbers are becoming more useful, while the financial decisions around the business are becoming more complicated.

Builds on a dependable accounting foundation
  • Ongoing profitability and margin analysis
  • Cash-flow and working-capital planning
  • Forecasting and financial decision support
  • Management reporting and interpretation
  • Oversight of agreed financial workflows and operating systems

Typical rhythm: Monthly financial operating review with our accounting lead and quarterly strategic review with Robert, with ongoing work between meetings.

From $2,500/ month
03 / LEAD

CFO + Coaching

We work through the decisions with you.

For owners who need a closer financial and strategic relationship, including conversations that extend beyond the numbers.

Builds on Fractional CFO support
  • More active coordination of agreed financial responsibilities
  • Deeper financial and business planning
  • A trusted sounding board for difficult ownership and leadership decisions
  • Support clarifying priorities, commitments and next actions
  • A more involved communication rhythm as the business changes

Typical rhythm: Biweekly financial operating reviews with our accounting lead and monthly one-on-one advisory conversations with Robert.

This is structured access, not unlimited availability. Daily communication or extensive relationship management requires a separately scoped engagement.

From $5,000/ month

Starting prices are guides, not fixed packages. Deliverables, responsibilities and communication rhythms depend on the agreed scope. Financial oversight may include coordination with tax professionals when agreed; tax preparation, filing, legal compliance and investment advice are separately scoped and are not part of the services described here. You don’t need to determine the right level of support on your own.

Find the right fit

Let’s talk numbers.

We’ll look at where your business stands, what’s working and where the right financial support could make a difference.