Forthright Financial Services

Fractional CFO Services & Business Planning

Take Your Business to the Next Level

Helping owners take control of the business’s finances and systems to create a clear growth path with fractional CFO services and business planning.

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Sound Familiar?

Trying to manage all the operations of your business can be overwhelming.

As much as you’d love to spend your time serving customers and doing the work you’re good at, your business has a lot of behind-the-scenes parts that require attention. Half the grind is simply understanding your CPA, bookkeeper, attorney, tax advisor — you know, all the experts you need to make sure your business is run right. It’s a lot to manage, and more often than not, something falls through the cracks.

Are you worried about:

  • Wasting time and money on complicated business services.
  • Making sure you’ll keep having enough cash in the bank.
  • Being stretched too thin in your business.
  • Missing out on customers and opportunities because you’re buried in the daily details of business operations.
  • Losing money to tax surprises and unforeseen costs of running your business.

Spend less time worrying about your business and spend more time doing the work you love.

Is This You?

Straightforward business services for hard-working owners

Whether you’re a one-person operation or manage a team, we’ll help create a plan for your business, while you focus on doing great work. Here’s how to tell if we’re a match.

Forthright is a good fit if…

  • You own or run a small business — any industry, solo or with a team.
  • You’d rather spend your time doing great work than managing the back office.
  • Your CPA, bookkeeper, and attorney each see one piece of the picture, and you want someone who sees the whole thing.
  • You want a plan you actually understand — no jargon, no tiny details you didn’t ask for.
  • You want cash flow, taxes, and big decisions handled before they turn into surprises.

Probably not a fit if…

  • You only need tax returns prepared. We work alongside your CPA rather than replacing them.
  • You want the books done and nothing more. Bookkeeping is an optional add-on, not the core of what we do.
  • You want someone else to run the business. We advise and manage the details behind the scenes — you stay the boss.

Our Services

Three ways to work together

Pick the level of help that matches where your business is right now. Ongoing services are billed monthly, in advance, with no contract — you can stop at any time.

Ongoing support

Small Business Help

For owners who want the behind-the-scenes organized and a regular check-in.

Cleaned-up accounting, regular check-ins, advice on taxes and entity selection, coordination with your CPA, and optional bookkeeping.

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Fractional CFO

Full-Service CFO

For owners ready to profitably scale, maximize cash flow, and minimize taxes.

Financial report review, cash flow forecasts, budgets and projections, regular CFO meetings, and unlimited communication access.

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As needed

Advice On-Demand

For owners who don’t need ongoing management but want an advocate for specific issues.

Fast, expert answers to the complicated questions that come up in your business — so you make the best decisions every day.

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Compare all three services side by side

Find Your Fit

Not sure which service fits? Answer three questions.

No email required. You’ll get a suggested starting point — the call is where we confirm it together.

1. How much help do you want?
2. Where is the business right now?
3. What’s the biggest pressure right now?

How It Works

The path to financial success

  1. Schedule a consultation

    Let’s talk about your business, where you need help, and what it would look like to work together.

  2. Get a straightforward plan

    Let Forthright advise you on business financials and manage the complicated details behind the scenes.

  3. Run your business with confidence

    Run your business knowing all the important details behind the scenes are handled and you have a clear view of where your business is headed.

Travis McCullough, founder of Forthright Financial Services

From the Founder

I get it — being your own boss means making all the business decisions

Many of which can be confusing and complicated. A business with money coming in and going out, taxes to pay, payroll to manage — and that’s just the business side of your financials. Then there are all the operations: the business structure, hiring, legal, and more. It all adds up, but you’re still left with the same number of hours in the day.

That’s why you need someone on your side who can simplify all the complicated stuff and help you make the best decisions every day. Every hard-earned dollar and irreplaceable minute of your time deserves it.

With our business services, you’ll get:

  • Simple, straightforward business strategy that you understand
  • Cash flow forecasts
  • Budgets and projections
  • A business advisor to connect the dots between what you want to accomplish and what to prioritize next
  • Expert financial management designed for you
  • Fast answers to the complicated questions that come up in your business

— Travis McCullough, CFP®, MST, Founder

More about Travis

Focus on the work you love.

Schedule a call and let Forthright handle the complicated details behind the scenes.

Schedule a Call