Fractional CFO support for the business problem in front of you.
Billing that does not tie out. Margins you cannot see. Reports that arrive too late to use. We start with the problem and your numbers, and end with systems your team owns.
We deliver the work with a digital workforce: a team of AI agents directed by a CPA. For owners and leaders, that means more capacity at lower cost. For the people doing the work, it means help with the repetitive parts of the week, so they spend their time on the judgment calls.
What we help with
- Fractional CFO and COO support
- Margin, pricing and financial modeling
- Reporting and dashboards
- Process automation
- Digital workforce setupSee Whitney’s own team as an example. What we set up for you is scoped to your work.
- AI adoption strategy and training
- Privacy, security and regulatory fit
- Recoverability and operational resilience
Whitney Heflin, CPA
I spent twenty years in corporate finance, enterprise risk and internal audit. As a CPA, I help business owners and leaders solve business problems, and my work crosses finance, operations and technology. I direct a digital workforce to do the work, and I build it around your problem. I'm based out of Louisville, Kentucky, and I teach business professionals to put AI to work in their own lives.
That grounding sits behind every engagement, whether we’re rebuilding a pricing model or standing up your first dashboard. We work alongside your CPA and your existing team.