Strategy.
Systems.
CFO Insight.
We go beyond bean counting and compliance.
At UnBean Numbers, we deliver clarity, traction, and strategic CFO insight to help your business scale with confidence.
Fractional CFO Services:
A fractional CFO is a part-time, senior finance leader to help run the business—set direction, keep cash tight, build simple tools to see what’s happening, and give lenders/owners confidence—without paying for a full-time CFO.
What We Do
What this looks like day-to-day
Strategy & Planning
Plain & Simple: set a direction you can actually run.
You’ll get: a 12-month plan, 90-day goals with owners/dates, a simple weekly scorecard, and a recurring leadership cadence.
You’ll feel: fewer priorities, more follow-through, faster decisions.
Systems & Integrations
Plain & Simple: make your systems talk so data is clean and on time.
You’ll get: a roadmap of what to fix/replace, vendor shortlists, and (when needed) a project to pick and launch the new system.
You’ll feel: less double entry, fewer manual spreadsheets, fewer surprises.
Dashboards & KPIs
Plain & Simple: at-a-glance numbers that drive action.
You’ll get: a one-page owner/CEO view (cash, sales, margin, AR/AP, a few ops KPIs) plus drill-downs and basic alerts.
You’ll feel: you can “see the business” without digging through spreadsheets.
Capital Strategy & Preservation
Plain & Simple: protect cash and stay bank-ready.
You’ll get: a live cash view, covenant dashboard, lender updates, rules for safe owner distributions, and a plan for upcoming debt events.
You’ll feel: calm calls with your banker and fewer last-minute scrambles.
Transformation & Change Leadership
Plain & Simple: fix the big stuff—costs, roles, and habits—so results stick.
You’ll get: a 90-day plan, a savings/benefits tracker, and a simple way to hold people accountable.
You’ll feel: less waste, clearer roles, better execution.
We Don’t do
Process payroll, code transactions, cut checks, data entry, IT ticket triage, tax return preparation. (We design, lead, and coach the team that does.)
Who We Serve
Small and Medium sized businesses (SMBs) ranging from startups up to more mature entities.
How it works
Retainers – Ongoing financial leadership & rhythm for companies not yet ready for a full-time CFO.
Project Based Support– Solve what hurts by creating or fixing something urgent.
When to hire us
You’ve outgrown basic accounting and need clear visibility to make calls.
Cash is tight, margins are slipping, banks are pressuring you for better info.
You’re scaling or changing systems and want experienced leadership.
Plans aren’t producing results—you need an operating system and cadence that drives action and accountability.
Can you afford to make strategic financial decisions without CFO-level expertise?
Curious whether it’s the right fit for you?
Book a free consultation — clarity in 45 minutes or less.