Financial clarity for businesses that are ready to grow.
Riverpoint Advisory delivers monthly bookkeeping, financial reporting, and fractional CFO services so you can make confident decisions — without the cost of a full-time hire.
Your accountant handles taxes.
We handle everything else.
Most business owners hear from their accountant once a year. By then, whatever went wrong has already gone wrong.
Monthly financial clarity
Clean P&L, balance sheet, and cash flow delivered by the 10th of every month.
Proactive cash flow management
Know in advance if a cash crunch is coming — not after it arrives.
A trusted financial partner
Someone to call when a hiring, equipment, or growth decision comes up.
Clean books, year-round
No scrambling every January. Reconciled and current every single month.
Flat monthly retainers.
No surprises.
Choose the level of support that fits where your business is right now. *Start up fee applies to new engagements.
Tier 1
Bookkeeping
$600–$900
per month, flat retainer
Limited availability
- ✓Monthly reconciliation
- ✓Profit & loss statement
- ✓Balance sheet
- ✓Clean books delivered by the 10th
- ✓Foundation for advisory tiers
Tier 2
Financial Clarity
$1,000–$1,500
per month, flat retainer
Requires books in order
- ✓Monthly financial review
- ✓Cash flow analysis
- ✓Up to 5 project P/L
- ✓Margin and profitability insights
- ✓30-minute monthly advisory call
Tier 3
CFO Advisory
Custom pricing
based on scope of engagement
Full fractional CFO engagement
- ✓Everything in Tier 2
- ✓Budget vs. actual reporting
- ✓Cash flow forecasting and KPI dashboard
- ✓Lender and banker preparation
- ✓Job costing and margin analysis
- ✓Dedicated response within one business day
What we can do for you
From day-to-day reporting to long-term strategy.
Reporting and compliance
- Monthly financial statements
- Annual budget and monthly updates
- Budget-to-actual variance analysis
- Rolling 13-week cash flow forecasts
- KPI reporting and dashboards
- Financial process design
- Banker and investor relations
Performance and growth
- Profitability by service or product line
- Cost structure review
- Pricing strategy and margin optimization
- Revenue growth advisory
- Job costing and project margin analysis
- Cash flow optimization
Strategic matters
- Long-term financial forecasts
- Lender preparation and loan packaging
- Capital structure guidance
- M&A readiness and due diligence
- Business valuation support
- SWOT and strategic review
Common questions
Everything you need to know about working with Riverpoint Advisory.
What exactly is a fractional CFO?
A fractional CFO is a senior financial executive who works part-time with your business. Same strategic expertise as a full-time CFO — without the $250K–$400K annual cost.
How is this different from my accountant?
Your accountant looks backward — they record what happened and handle taxes. We look forward and give you a monthly picture of cash flow, margins, and what decisions to make.
What size businesses do you work with?
We work with owner-operated businesses at every stage — if you are making decisions without a clear financial picture, we can help.
Do you do taxes or audits?
No. Strictly financial advisory, bookkeeping, and reporting. No tax preparation, no audits, no attest services.
What industries do you serve?
HVAC, plumbing, landscaping, electrical, professional services, wellness, medical and dental practices, and other owner-operated businesses in Massachusetts.
How quickly can we get started?
After a 15-minute consultation, most engagements are running within two weeks. We need three months of bank statements and access to your bookkeeping software.
Run your business.
We will handle the numbers.
A 15-minute conversation is all it takes to know if Riverpoint Advisory is the right fit.
Schedule a Free ConsultationFinancial clarity for businesses ready to grow. Licensed CPA. Massachusetts.
Company
© 2026 Riverpoint Advisory LLC. All rights reserved.
MA CPA License # 67652 | Riverpoint Advisory LLC is not a CPA firm and does not perform attest services.