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Austin-Based · Fractional CFO · EST ATX

Your Business Deserves
Real Financials.

Most founders get a static PDF once a month and guess what to do next. TurnkeyCFO delivers live dashboards, real-time insight, and a financial partner who actually knows your numbers.

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10+
Active Clients
100%
Retention
3.1h
Saved / Week
24hr
Response
Book a Free Call
30 min · No pitch
Live Financial Intelligence

Watch Your Cash Flow Build in Real Time.

Static reports are a snapshot of the past. TurnkeyCFO delivers a living financial picture — charts that update as your data does, numbers that show where you're headed, not just where you've been.

Every client gets a custom dashboard. Not a template. Not a PDF. A command center built for your business.

See a Live Example →
Monthly Cash Flow · Rolling 9 Months
Apr Jun Aug Oct Mar ↑ 655%
Revenue MTD
$74K
↑ 18.4% vs prior
Cash Runway
8 Mo
↑ Healthy
The TurnkeyCFO Difference

Stop Getting PDFs.
Start Getting Answers.

Your accountant gives you a report. We give you a command center.

✗  What Everyone Else Gets
Rock Castle Construction P&L — sample PDF report
📄 Static PDF · Read-only · No drill-down · Delivered 45 days late
✗
Static — can't interact or drill down
✗
Delivered 30–60 days late
✗
No trend context or benchmarks
✗
No CFO commentary or next steps
VS
✓  What TurnkeyCFO Delivers
TurnkeyCFO Live Dashboard — Monthly Analytics Report
● Live · Updates automatically · Full drill-down · CFO commentary included
✓
Live dashboards — always current
✓
Monthly CFO commentary & next steps
✓
Trend analysis, forecasts & benchmarks
✓
You know exactly what to do next
What We Do

Everything You Need.
Nothing You Don't.

Fractional CFO services built for founders who are ready to stop guessing and start growing with confidence.

Core · Always Included
📊
Monthly Close Package
Your complete financial story — P&L, Balance Sheet, Cash Flow — delivered every month with a written CFO commentary explaining what happened, why it matters, and what to do next.
Profit & Loss Statement
Balance Sheet
Cash Flow Statement
CFO Executive Commentary
Trend Analysis & Comparisons
Action Items for Next Month
Get My Estimate →
Most Popular
🖥️
Live Financial Dashboards
A custom command center updated in real time — not monthly. KPIs, charts, and trends your whole team can use anytime, anywhere.
Live KPI ScorecardsRevenue & Expense ChartsCash Flow VisualizationMobile Optimized
Core
📋
Bookkeeping & Clean Books
Accurate, categorized books every month. The foundation everything else is built on — done right the first time.
Monthly ReconciliationTransaction CategorizationQuickBooks / Xero Mgmt
Add-On
💵
Cash Flow Forecasting
A 13-week rolling model so you know when you'll run short before it happens — with best, base, and worst-case scenarios.
13-Week Rolling Model3 ScenariosEarly Warning Alerts
Add-On
📈
Budget vs. Actuals
We build your budget, track variance monthly, and tell you exactly what's driving the gap — no guesswork required.
Annual Budget BuildMonthly VarianceBoard-Ready Reports
Add-On
🤝
Investor & Board Prep
Board decks, investor updates, and financial models that tell a compelling story and hold up in a diligence process.
Board Deck Financials3-Year ModelDue Diligence Support
See Pricing for Your Business →
Why TurnkeyCFO

DIY vs. Bookkeeper
vs. TurnkeyCFO

Hover any row to see a real client scenario.

DIY / Self
Bookkeeper
TurnkeyCFO
Recommended
Accurate monthly books
Sometimes
✓
✓
Real Scenario
A restaurant owner found 3 years of miscategorized COGS — costing $18K in taxes. Clean books prevent this from day one.
Live financial dashboards
✗
✗
✓
Real Scenario
A church board couldn't answer "how much did we raise this quarter?" in real time. After TurnkeyCFO, they view it live during Sunday meetings.
Monthly CFO commentary
✗
✗
✓
Real Scenario
A founder said: "This is the first time I've actually understood what my numbers are telling me." after receiving their first monthly narrative.
Cash flow forecasting
✗
Rarely
✓
Real Scenario
A business nearly ran out of cash in October — a predictable pattern their bookkeeper never flagged. A rolling forecast would have shown it in August.
Strategic financial advice
✗
✗
✓
Real Scenario
"Should I hire now or wait?" — TurnkeyCFO modeled the decision with breakeven analysis in 48 hours. The founder hired with confidence.
Founder time required
8–12 hrs/mo
2–4 hrs/mo
<1 hr/mo
Real Scenario
A consultant reclaimed 10 hours/month. At her $250/hr rate, that's $2,500/month in recovered capacity — TurnkeyCFO paid for itself immediately.
10+
Active client companies — each served like they're our only one
100%
Client retention — we haven't lost a client yet
3 hrs
Saved per client per week — time to run your business
24hr
Average response time — real humans, not bots
See It in Action

Financial Dashboards That Actually
Tell You Something.

Every client gets a custom command center — built for their business, their numbers, their industry.

P&L Overview
Cash Flow
KPI Scorecard
client.turnkeycfo.com/pl-overview
TurnkeyCFO  ·  P&L Overview  ·  Mar 2026
● LIVE
Total Revenue
$248,400
↑ 22.1% vs prior yr
Gross Profit
$171,400
69.0% gross margin
Operating Expenses
$114,200
↑ 9.4% — monitor
Net Income
$57,200
23.0% net margin ↑
Revenue vs. Expenses — 12-Month Trend
Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
Revenue
Expenses
Net Margin Trend
23.0%
↑ +4.2pts vs last yr
Expense Mix
100%
Payroll48%
COGS27%
Marketing14%
Other11%
👀 See a Live Example →
Transparent Pricing

Get Your Custom Quote
in 60 Seconds.

Use our interactive pricing tool to see exactly what TurnkeyCFO costs for your business — no phone call required.

📊 Business Type
💼 Transaction Volume
🏭 Industry
➕ Add-Ons
→ Instant Price
⚡ Open Instant Price Estimator →

Free · No commitment · Exact pricing confirmed after discovery call

What Clients Say

Built for Businesses Like Yours.

All
Churches & Nonprofits
Startups
Service Businesses
★★★★★
"
Ricky built us a giving analytics dashboard that blew our board away. We went from zero financial visibility to complete transparency overnight.
MP
Marcus P.
Lead Pastor · Local Church, Austin TX
★★★★★
"
We were heading into a funding conversation and needed clean books fast. TurnkeyCFO got us investor-ready in 30 days. Our investor commented on how organized our financials were.
AL
Ashley L.
Co-Founder · Early Stage Startup
★★★★★
"
I used to dread looking at my finances. Now I open my dashboard on Monday mornings and actually feel in control. The clarity is worth every dollar.
JS
Jason S.
Owner · Local Service Business
★★★★★
"
The ROI was immediate. I was spending 8 hours a month on books — time I now bill to clients. TurnkeyCFO literally paid for itself in the first month.
TB
Tom B.
Consultant · Professional Services
★★★★★
"
Our treasurer volunteers were drowning in spreadsheets. TurnkeyCFO cleaned everything up and now our monthly reporting takes 15 minutes instead of a full weekend.
KM
Karen M.
Executive Director · Nonprofit, Austin
★★★★★
"
This is the first time I've actually understood what my numbers are telling me. The monthly CFO commentary alone is worth the entire cost.
RK
Rachel K.
Founder · B2B SaaS
How It Works

Up & Running in Days,
Not Months.

1
Assessment
30 minutes. We learn your business, identify financial gaps, and scope exactly what you need — nothing more.
2
Access
We connect your accounts, clean historical data, and launch your live financial command center within days.
3
True Finance Partnership
Monthly close package, CFO commentary, proactive insights, and a partner who knows your numbers as well as you do.
Austin, TX · Accepting New Clients

Ready for Real
Financial Clarity?

Book a free 30-minute strategy call. No commitment. No pressure. Just answers.

📅
Book my Free Assessment Call
30 minutes with Ricky. We'll identify what you need and what it costs — no pressure.
Schedule my Free Assessment →
⚡
Get Instant Pricing
Use our interactive pricing tool to see real numbers in under a minute.
Open Price Estimator →
👀
See a Live Dashboard
See exactly what your financial command center could look like — a real client example.
View Live Example →
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