Services

Modern financial strategy — built around your business.

Fractional CFO leadership, concierge accounting, proactive tax strategy, and the modern advisory rhythm that keeps ambitious businesses organized, profitable, and growing intentionally.

01

Fractional CFO

Executive financial leadership — on a rhythm that fits your stage.

The clarity, foresight, and discipline of a full-time CFO — embedded inside your business without the full-time overhead.

  • 13-week rolling cash flow forecasts
  • Annual operating plans & scenario modeling
  • Profitability, margin & pricing strategy
  • Founder-grade KPI dashboards
  • Capital & investor readiness support
  • Monthly leadership and strategy meetings
02

Concierge Accounting

One trusted team across every part of your financial life.

Books, payroll, tax, advisory — coordinated, calm, and organized around your business. No more piecing it together across providers.

  • Monthly cloud bookkeeping & reconciliation
  • QuickBooks Online setup & optimization
  • Founder-friendly monthly close package
  • Coordinated business & owner returns
  • Secure client portal & encrypted exchange
  • Single point of contact — Michelle
03

Proactive Tax Strategy

Smart decisions before they become tax bills.

Year-round planning so every business move — hiring, distributions, equipment, growth — is made with the tax picture clearly in front of you.

  • Mid-year and Q4 tax projections
  • Entity structure & owner compensation strategy
  • Quarterly estimated payment guidance
  • Retirement contribution planning
  • Year-end tax savings opportunities
  • On-call answers between filings
04

Financial Reporting

Founder-friendly numbers you can actually lead with.

Clean monthly close, modern dashboards, and reports designed for the way founders make decisions — not for auditors.

  • Monthly P&L, balance sheet & cash flow
  • Custom KPI & founder dashboards
  • Department, project & segment reporting
  • Variance vs. plan analysis
  • Board & investor reporting packages
  • Plain-English monthly review
05

Payroll

Quietly handled. Perfectly compliant.

Reliable payroll for growing businesses. We handle the runs, the filings, and the year-end paperwork so you don’t have to think about it.

  • Bi-weekly or semi-monthly payroll
  • Direct deposit & paystub delivery
  • Federal, state & local payroll tax filings
  • New hire reporting
  • Year-end W-2 and 1099 preparation
  • Contractor & equity coordination
06

Cash Flow Planning

Knowing what’s coming — before it arrives.

Forward-looking cash visibility so you can hire, invest, and grow with intention instead of reacting to whatever the bank balance says today.

  • Rolling 13-week cash forecasts
  • Receivables & payables review
  • Owner draw & distribution planning
  • Tax reserve guidance
  • Seasonal cash & growth planning
07

Business Advisory

A strategic voice for the decisions that move the business.

Quarterly business reviews and strategic conversations — the financial partner you call before any meaningful business decision gets made.

  • Quarterly business review meetings
  • Pricing & profitability strategy
  • Hiring & expansion modeling
  • Owner compensation review (S-corp)
  • Coordination with attorneys & advisors
  • Long-term strategic planning
08

Operational Support

Financial systems that scale with your team.

The modern accounting and operations stack — designed, integrated, and maintained around the way your business actually runs.

  • Cloud accounting stack design
  • App integrations (banking, billing, expense)
  • Chart of accounts & workflow design
  • Process documentation
  • Team enablement & handoff
A note on fit

A founder-led, relationship-first practice — on purpose.

Ardent isn’t a high-volume firm and we don’t try to be. We take on a limited number of new partnerships each year so the work stays strategic, response times stay fast, and you actually know the person on the other end of the email.

Our best fit is ambitious founders who want a true strategic partner — not a once-a-year tax filer. If that sounds like your business, we’d love to talk.

Next step

Not sure where to start? Start with a conversation.

A short consultation is the easiest way to see how a modern Fractional CFO partnership would actually move the needle for your business — and what it would cost.