FRACTIONAL CFO SERVICES
COURSES
Let us partner with you in a Fractional CFO capacity. We handle the work for you! By application and interview only.
FRACTIONAL CFO SERVICES
Includes weekly reports, recorded monthly reviews, and direct access to your Fractional CFO.
Services include:
- Strategic planning
- KPIs
- Forecasting and budgeting
- Cash flow management
- Banking relationships
- Business intelligence
- Financial analysis
- Reports and presentations
- Decision-support
- Insurance relationships
- Ad hoc requests and projects
Submit an application to learn more if this program is the right fit for you.
Mills Knows Bills x Clukey & Tebault
💡 Bringing Financial & Legal Expertise Together!
✅ Combining financial & legal expertise to help businesses and individuals thrive.
✅ Helping businesses & individuals secure their financial future.
✅ Providing expert guidance in finance, law, and business strategy.
Clukey & Tebault’s Key Services:
1️⃣ Tax Services – Expert tax preparation and planning to minimize liabilities.
2️⃣ Accounting Services – Forensic accounting & financial insights for businesses.
3️⃣ Entrepreneurial Services – Bookkeeping, tax planning, and CFO support for business growth.
4️⃣ Financial Management – Cash flow analysis and accounting system reviews.
5️⃣ Trust & Estate Services – Guidance on estate planning and trust management.
6️⃣ Attestation Services – Financial statement reviews and verification for accuracy.
📌 Learn more: Clukey & Tebault Website
This program is geared to help variable- and fixed-income earners master their money!
This looks like:
- No longer living paycheck to paycheck
- Paying off debt up to 2x faster, and
- Getting on track to reaching financial goals.
LEARN MORE
Investing doesn’t need to be complicated. YOU ARE CAPABLE!
In this course, we go over the basics of investing to help you get started. In other words, the bare minimum you need to know to maximize your efforts. The best time to start is today.
Do you feel like you’ve missed a “Day in Life Class” and, as a result, struggle with your finances? You’re not the only one.
It’s your one-stop-shop to expand your financial literacy and, as a result, change your life. Invest 15 minutes a day in yourself to improve your financial literacy!
Money Bootcamp is designed to help you overcome all those hard financial problems you face.
Topics discussed:
- Setting a Budget
- Putting Your Money To Use
- General Strategy
Money Bootcamp is designed to help you overcome all those hard financial problems you face.
Topics discussed:
- Setting a Budget
- Putting Your Money To Use
- General Strategy