Monthly close package
Your P&L, balance sheet, cash flow statement, trend analysis, and written CFO commentary explaining what happened, why it matters, and what to do next.
Austin-based fractional CFO support for growing businesses
Your business deserves real financials.
Most founders get a static PDF 30 to 60 days late, skim it, and still guess what to do next. TurnkeyCFO replaces that with clean books, live dashboards, monthly close support, and written CFO guidance that makes the numbers usable.
10+
active clients
100%
retention
3.1h
saved per week
24hr
response time
Used by founder-led businesses, nonprofits, and service teams that need board-ready reporting, better cash visibility, and a finance partner without the full-time CFO cost.
Book your 15-minute intro call.
Pick a time right here. If you want a quick range before we talk, open the instant estimate first.
Stop getting PDFs. Start getting answers.
Static reports tell you what happened after the month is over. Live dashboards and monthly CFO commentary tell you what is moving now, where cash is headed, and what needs your attention next.
What changes with TurnkeyCFO
What most firms send
- Static PDF in your inbox
- Read-only reporting delivered late
- No drill-down, KPI view, or cash context
- No commentary on what to do next
What TurnkeyCFO gives you
- Live dashboards that stay current
- Monthly close package with commentary
- Trend analysis, cash flow, and KPI visibility
- Clear next steps, not just numbers
Every client gets a custom financial command center built around their business, not a generic template.
See a live dashboard exampleWith a PDF
You look backward. Reporting arrives late, context is thin, and every real question turns into another email.
With a dashboard
You can check cash flow, margins, and trends during the month while decisions still matter.
With TurnkeyCFO
You get the close package, the live operating view, and commentary that tells you exactly what changed and what to do next.
Everything you need. Nothing you don't.
Fractional CFO support for owners who want cleaner books, better visibility, and fewer surprises.
Live financial dashboards
A custom command center updated in real time with KPI scorecards, charts, drill-down views, and mobile-ready visibility for the numbers your team actually uses.
Bookkeeping and clean books
Accurate categorization, reconciliations, and clean financials so every dashboard and decision starts from numbers you can trust.
Why owners switch
These are the moments that usually trigger the move away from stale PDFs and into a real financial operating system.
"Our finances have never been this clear."
Instead of guessing through reports, you can finally see what changed, why it changed, and what needs attention next.
"I finally feel like I have a finance partner."
It stops feeling like basic bookkeeping support and starts feeling like someone is actually helping you lead with the numbers.
"This feels bigger than bookkeeping."
You still get clean books and reporting, but now you also get visibility, commentary, and a clearer path forward every month.
What clients say
TurnkeyCFO is built for operators who want clarity, speed, and confidence from their financials.
★★★★★
"THANK YOU SO MUCH!! I have been looking for a true finance partner like this!"
Lauren CEO | The Harbour Company★★★★★
"Phenominal working with TurnkeyCFO - our finances have never been clearer"
Dakota Lead Pastor | Heirloom Church★★★★★
"You have been unbelieveably helpful!! THANK YOU"
Christy Director | Village of Hope Maui★★★★★
"I didn't know Bookkeepers could be this awesome!"
Jake Founder | Build AIUp and running in days, not months.
The process stays simple so you can get clarity fast.
Assessment
We learn the business, identify the financial gaps, and scope only what you need.
Access
We connect accounts, clean historical data, and get the financial foundation right.
Live visibility
You get monthly close support, dashboards, and a finance partner who knows your numbers.
Ready to clean this up?
Use the pricing estimator to get a quick range, then book the call above when you're ready to talk through fit and scope.