Your questions, answered.

A part-time chief financial officer: CFO-level thinking without the full-time salary. At Ace Financial, that’s the Advisory level, which covers cash forecasting, budget-to-actual commentary, and support on your biggest decisions.

A bookkeeper records what happened. A fractional CFO uses those records to decide what happens next. At Ace Financial, the bookkeeping is Foundation and the CFO work is Advisory, with Financial Function in between to handle the rest of your finance function.

There are three: Foundation (bookkeeping), Financial Function (your outsourced finance team), and Advisory (fractional CFO). The free diagnostic shows which one fits.

Running a business is hard enough without also being your own accountant.

With someone on it, you stop losing money to small errors and to being too busy to look, and you start making decisions from real numbers instead of from the feeling in your stomach.

Because of what the work actually produces: financial leaks found and fixed, clear visibility into what is really profitable, systems that hold up as you grow, and long-term planning instead of monthly reconciliation and nothing else.

More important than what I do is how I do it. I am a Christian, and integrity and excellence are the two pillars of the service.

A flat monthly fee for your level, based on the scope of your books. After the free diagnostic, you get a clear quote with no hidden costs. Your monthly fee is flat, so asking a question doesn’t cost you anything. Anything outside your scope is quoted and agreed before it starts.

Not at all. I do the heavy lifting. You give me access to your software stack, your accounts and any documents I need, and I take it from there.

Most of the surprise for clients is how much time and attention they get back once somebody else is holding the books.

Yes. I take clients anywhere in the United States, and most of the work happens over a shared screen and a scheduled call whatever the distance.

I am based in Kalispell, Montana, and if you are nearby I am happy to sit across a table from you. It is a nice option, not a requirement.

No. Filing your return is your CPA’s job. I keep the books your CPA files from and talk to them directly, so you’re not stuck being the messenger between two people who both work for you.

No. Your payroll provider runs it. I review what it produces and confirm it’s correct. Payroll oversight is part of Financial Function.

Book a free consultation, or call or email me. I’ll listen to what’s going on, answer your questions, and tell you whether I can help. If it’s a fit, a free diagnostic of your books comes next. No pressure and no obligation either way.