Financial Clarity, Strategic Growth, Trusted Partnership
At Gaines Capital Books, we don’t just keep your books clean—we help you understand what your numbers are saying and what to do next. Whether you’re preparing for a Level 10 meeting, setting quarterly Rocks, or trying to improve profitability, we deliver reporting and insight tailored to your stage of growth.
We offer two levels of support designed for small businesses who want more clarity and traction—without hiring a full-time CFO.
We offer two levels of support designed for small businesses who want more clarity and traction—without hiring a full-time CFO.
Strategic Partner Package
High-Touch CFO Services for Growing Businesses
Our most comprehensive, done-for-you support
This is for founders, Visionaries, and leadership teams who want a financial partner. We serve as your outsourced CFO, helping you plan, forecast, and make smarter decisions based on the right numbers.
Includes:
- ✅ Cash flow forecasting & advanced budgeting
- ✅ KPI dashboards aligned to business goals
- ✅ Monthly & quarterly meetings for strategy + insight
- ✅ On-call access for financial decisions, lender prep, and urgent needs
- ✅ Professionally organized books (initial + ongoing)
- ✅ Introductions to capital and lending sources as needed
Best for:
EOS-run companies, teams over $1M in annual revenue, or fast-scaling service businesses
Financial Insights & Guidance
Quarterly Micro-CFO Services
Clarity without complexity
This is a leaner option for businesses that want the benefits of financial review and direction—without the full CFO commitment. You’ll receive expert analysis, light guidance, and insights that help you make decisions with confidence.
Includes:
- ✅ Quarterly review of P&L, Balance Sheet, and Cash Flow
- ✅ Video walkthrough of your reports with context + action steps
- ✅ Light strategic guidance for the next 90 days
- ✅ One strategic call per quarter
- ✅ Bi-weekly bookkeeping organization included
Best for:
Service-based businesses, solopreneurs, or teams under $1M in annual revenue that need CFO support in manageable doses
