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  • Exclusively For Business Owners

Get A Fractional CFO, Tax Strategist, & Bookkeeper For One Flat Monthly Price To Help Your Business Make Smarter Decisions, Scale Faster, & Save On Taxes

Never Think About Finances Again By Plugging In Our Fractional CFO, Tax Strategist & Bookkeeper Directly Into Your Business (All With 24Hr Or Less Response Times)

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4.9 out of 5 stars from 47 reviews
Rated 4.7 out of 5
  • The Problem


Are Your Finances Holding Your Business Hostage?

If you’re like most ambitious business owners we work with, you know something isn’t right. You feel it every day.

No Financial Clarity

You're flying blind. You have no real idea which clients are profitable, where your money is actually going, or how much cash you'll have next month.

The Impact: Your financial systems can't keep up with your growth, and you're making critical decisions based on gut feel instead of data.

Unresponsive Support & Surprise Bills

You wait days—or even weeks—for your accountant to respond while critical decisions sit in limbo. Then, when tax season hits, you get blindsided by a massive tax bill you never saw coming. Annual tax filing is like driving with your eyes closed.

The Impact: Bottlenecked decisions, drained cash reserves, and the feeling you're just another task on someone's to-do list.

Cash Flow Anxiety & Stuck Growth

You're losing sleep over cash flow, constantly worrying if you'll have enough to make payroll or invest in that next big move. Even worse, you have growth opportunities staring you in the face—an acquisition, an expansion—but you can't access the capital to make it happen.

The Impact: 82% of businesses fail due to cash flow problems. And every opportunity you miss because you can't access capital is a competitive advantage handed to someone else.

There's a Better Way: Your Own Financial Dream Team, Without the Full-Time Cost.

Imagine having seasoned CFO’s with 40+ years of experience, a proactive tax strategist who plans year-round, and a meticulous bookkeeper who categorizes every transaction—all working together, focused solely on your business.
Imagine this entire team costing you 70-80% less than the salary of one full-time CFO.
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  • Here's What You Get:

Your Complete Financial Command Center​

No more waiting days for a response. No more surprise tax bills. No more guessing where your money is going.
 
Just clarity, confidence, control, and the capital to execute your vision. 
 
This is what DNA Core Management delivers.
Fractional CFO Services
  • Monthly CFO-Level Financial Reports (in plain English, not jargon)
  • KPI Tracking & Targeting to monitor what truly matters
  • Budget Creation & Cash Flow Forecasting so you're never caught off guard
  • Monthly CFO Strategy Call to review numbers and plan your next move
  • Profitability Analysis by client, product line, or division

Benefit: You’ll always know your numbers and have the confidence to make smart, data-driven decisions about hiring, expansion, and growth.

Proactive Tax Strategy & Planning
  • Year-Round Proactive Tax Planning (not just reactive annual filing)
  • Quarterly Tax-Focused Strategy Calls to optimize your position
  • Business Tax Return Filing handled for you
  • Aggressive-but-Safe Tax-Saving Strategies to maximize your deductions

Benefit: You’ll pay the lowest tax bill legally possible and save tens of thousands of dollars that can be reinvested into your business or put in your pocket.

Responsive Bookkeeping & Accounting
  • Private Hubflo Portal Access with a <24hr response time guarantee
  • Weekly Transaction Categorization for up-to-date accuracy
  • Monthly Account Reconciliation to ensure pristine books
  • Real-Time Financial Dashboards you can access anytime

Benefit: You’ll never have to think about bookkeeping again. It’s handled with expert discipline and care, giving you back your time and peace of mind.

Capital Access & Growth Financing
  • Access to 40+ Trusted Lenders across North America
  • Acquisition Financing to buy competitors or complementary businesses
  • Working Capital Solutions to bolster cash flow during growth phases
  • Refinancing & Debt Restructuring to improve terms and reduce costs
  • Bridge Financing, Lines of Credit & Term Loans for expansion

Benefit: You’ll never miss a growth opportunity due to lack of capital. When you need funding for an acquisition, expansion, or cash flow boost, we connect you to the right lender with competitive terms—fast.

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  • How It Works

From Chaos to Clarity in 4 Simple Steps

Seamless Kickoff & Setup

  • Financial Clarity Call: We introduce our expert team, understand your unique goals, and confirm your financial priorities. You'll walk away with actionable insights, whether you work with us or not.
  • Your CFO Roadmap: Once you're ready, we make the transition effortless. Receive a tailored 90-day plan highlighting quick wins, ongoing processes, and long-term objectives.
  • Hubflo Access: Get instant access to your secure client portal with personalized login credentials and a quick-start guide.
  • First Walkthrough: We guide you through navigating your portal, finding documents, and tracking progress effortlessly.
1

Your Hubflo Client Portal – Your Financial Command Center:

  • Task Board: Stay on top of every deliverable with a clear checklist of monthly closes, budgets, forecasts, board prep, and compliance deadlines.
  • Document Library: All your crucial financial documents – monthly reports, forecasts, board decks, tax filings, and investor updates – in one secure, central location.
  • Activity Feed: Real-time updates, notes, and requests for your input. Easily review and approve items.
  • Calendar & Reminders: Never miss a deadline with automated reminders for payroll, tax filings, and board meetings.
  • Direct Access: Message us, leave comments, and stay engaged without the hassle of long email threads.
2

Engagement Touchpoints – Always Connected, Always Supported:

  • Regular Financial Reviews: In-depth sessions to walk through your numbers, share insights, and align on next steps.
  • Progress Updates: Timely updates logged in Hubflo ensure you're always aware of what's moving forward.
  • Board & Investor Support: Seamlessly track and deliver board packages, investor updates, and capital raise milestones through Hubflo.
  • On-Demand Support: Message us directly in Hubflo or schedule a call whenever you need clarification.
  • 30-Day Check-In: A structured review early in our engagement to ensure the process perfectly fits your needs.
3

The Client Experience Promise – Your Guarantees:

With Hubflo + our CFO services, you'll always have:

  • Transparency: A clear view into tasks, timelines, and deliverables.
  • Engagement: Active involvement in decisions with easy ways to provide feedback or approvals.
  • Confidence: Peace of mind knowing your financial operations are managed with expert discipline and care.
4

Your Questions, Answered Honestly.

FAQ’s

Most CPAs are reactive, they file your taxes once a year based on history. We are proactive, we provide year-round tax strategy, CFO-level guidance, bookkeeping, AND access to growth capital in one bundled service. We’re a strategic partner in your growth, not just a compliance checkbox.

Our services are offered at a flat monthly rate, so you’re never surprised. The investment is based on your company’s revenue and complexity, but it’s typically 70-80% less than the fully-loaded cost of a single full-time CFO. We provide a transparent quote during our free clarity call.

Not necessarily. We can collaborate with your existing team or fully take over all financial functions. The choice is yours, and we make the transition seamless either way.

That’s one of our specialties. We help you clean up your financials, maximize your profitability, and prepare a professional financial package that increases your business’s valuation and gives buyers confidence, often leading to a significantly higher sale price. We can also help you acquire complementary businesses to increase your valuation before exit.

No obligation. Capital access is available when you need it. If you identify a growth opportunity (an acquisition, expansion, or cash flow need) we leverage our network of 40+ lenders to find you competitive financing fast. Many of our clients never need it. But when they do, it’s a game-changer.

We help with acquisition financing ($500K-$XM+), working capital lines of credit, asset-based lending, refinancing, bridge loans, development financing, A/R financing, and more. Our network includes 40+ lenders across North America, so we can match you with the right solution for your specific situation.

Accordion Content

Our standard is to close your books within 5-7 business days of month-end. This gives you a fast, accurate view of your performance so you can make timely decisions, a stark contrast to the 18-20 day industry average.