Fractional CFO and Advisory Services

You built this business.
Now let's build the foundation to scale it.

You are still the first call for every problem. Still holding it all together. Still unable to step back without something falling apart. I build the financial and operational foundation that changes that.

Start with a conversation See how it works →
Boise, Idaho · Serving clients nationwide

Who we work with

You've outgrown your bookkeeper.
You're not ready for a full-time CFO.

You're generating real revenue but cash flow is unpredictable, you're not sure which parts of your business are actually profitable, and the financial side never quite keeps pace with the operational side. That's the gap we fill.

01
An owner-operated business that has outgrown gut feelRevenue is growing but the financial and operational systems have not kept pace. The decisions are bigger now and you need more than a bank account balance to make them.
02
A bookkeeper and a CPA but no CFOThe books are kept. The taxes are filed. But nobody is thinking about your cash flow, your margins, or where the business is headed.
03
Ready to make better decisionsYou want clarity on your numbers, confidence in your cash, and the systems and leadership to grow with intention instead of gut feel.

What makes Tablerock different

"Most CFOs understand finance. We understand your business and what it takes to grow one."

We bring 20+ years of financial leadership experience to every engagement — not as a consultant who theorizes, but as an operator who has built systems, led teams, and made real decisions with real consequences.

That includes time on the lending side of the table, underwriting small businesses, understanding what capital access actually requires, and watching what separates the businesses that grow from the ones that stall.

The financial model only makes sense if you understand the business behind it. We connect the numbers to the operations so you can make decisions with confidence, not just see what already happened.

We don't just report what happened. We help you figure out what to do next.

How we work together

A clear path from where you are
to where you want to go.

Financial Visibility Review

30 days, fixed fee

  • Review of financials, cash flow, and key metrics
  • Assessment of reporting systems and internal controls
  • Owner interview and goal alignment
  • Financial Visibility Scorecard across seven dimensions
  • 90-day priority roadmap
  • Findings presentation and live debrief
Most popular

90-Day BUILD Program

Follows the Financial Visibility Review

  • Build the financial infrastructure the business has been missing
  • 13-week cash flow forecast
  • Job profitability and margin tracking
  • KPI dashboard
  • Two monthly CFO calls and reports
  • Financial foundation built and CFO system running by day 90

Ongoing Monthly Engagement

Monthly retainer

  • Monthly CFO call and Tablerock CFO Report
  • Mid-month check-in
  • Rolling cash flow forecast
  • Goals and strategic alignment
  • Ongoing advisory access
  • Additional services available as needed

How every engagement starts

The Financial Visibility Review.

Before any ongoing work begins, we spend 30 days getting a clear-eyed picture of where your business actually stands. Every ongoing engagement starts here.

Financial Visibility Review

A focused review of your financials, cash flow, profitability, and business health, delivered as a a Financial Visibility Scorecard and 90-day priority roadmap.

Weeks 1 and 2

Discovery and analysis. Financials, debt structure, reporting systems, internal controls, and an owner interview to understand the business and goals.

Week 3

Score and prepare. Complete the Financial Visibility Scorecard across seven dimensions, develop findings, and build the 90-day priority list.

Week 4

Findings and debrief. Deliver the scorecard, walk through findings, and have a direct conversation about what needs to happen next.

Background

Ben Wright

Founder, Tablerock Advisory

  • CPA
  • MBA, Penn State
  • 20+ years financial leadership
  • Boise, Idaho

Tablerock Advisory was built on deep financial and operational experience, not from one side of the table, but from both. That includes years on the lending side underwriting and managing small businesses, and years inside organizations building the systems, teams, and infrastructure that let businesses scale.

That career has been spent close to small businesses, understanding how they operate, where they struggle financially, and what it actually takes to build a healthy, growing company. Not from the outside looking in, but from inside the work.

Tablerock Advisory was built on a simple belief: business owners deserve the same quality of financial leadership that large companies take for granted. Clear numbers, honest analysis, and a partner who helps them figure out what to do next.

Ready to see where
you actually stand?

No commitment. No pitch. Just a conversation about your business.

Schedule a call Send a message