At UnBean Numbers, we provide Fractional financial leadership to growing businesses shaped by 18+ years across audit, controller and cfo roles.
What We Do
✔️ 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.
✔️ ACCOUNTING & CLOSE LEADERSHIP
Plain & Simple: Books that are clean, current, and trustworthy.
You’ll get:
• Ownership of month-end close
• Reconciliations that actually tie
• Clean financial statements on time
• Fewer “adjustments later” surprises
You’ll feel: Confidence that the numbers are right.
✔️ WORKING CAPITAL & TRANSACTION FLOW
Plain & Simple: Keep cash moving the right way.
You’ll get:
• AP, AR, and billing oversight
• Clear rules for timing and approvals
• Visibility into receivables and payables
You’ll feel: Better cashflow and fewer fires.
✔️ CONTROLS, COMPLIANCE & READINESS
Plain & Simple: Stay clean, consistent, and prepared.
You’ll get:
• Accounting policies that match reality
• Strong controls without bureaucracy
• Clean handoffs to CPAs, banks, and auditors
You’ll feel: Prepared, not reactive.
We Don’t do
We don’t operate as clerical backfill.
We step in as financial leaders, owning processes when needed and building systems and teams so routine work is handled correctly as the business grows.
We collaborate closely with CPAs and tax advisors, but we don’t prepare tax returns. Our focus is on building trustworthy financial foundations that support better decisions, strong cash flow, and confident leadership.
Who We Serve
We serve owner-led and management-run small to mid-sized businesses that have outgrown basic bookkeeping. They need real financial leadership but are not ready to hire a full-time Controller or CFO.
How it works
Retainers – Ongoing financial leadership that provides rhythm, accountability, and clarity. We step in at the Controller or CFO level based on what the business needs today, without the cost of a full-time hire.
Project Based Support – Focused engagements to solve a specific problem or move an important initiative forward. This can include developing or executing a strategic priority, leading a 90-day plan, improving the close, building dashboards, stabilizing cash flow, or guiding a system or process change.
Many project engagements follow a 90-day execution cycle with clear ownership, milestones, and accountability.
When to hire us
You have outgrown basic accounting and need clearer visibility to make decisions.
The numbers are late, incomplete, or hard to trust, and it is slowing down the business.
Cash is tight, margins are slipping, or banks are asking for better information.
You are scaling, changing systems, or adding complexity and want experienced financial leadership to guide the transition.
Plans exist, but execution is inconsistent. You need structure, cadence, and accountability to turn plans into results.
Some clients start with financial operations. Others need financial leadership right away. Many grow into both.
Our job is to bring the right level of financial leadership at the right time, without overbuilding, overpaying, or overcomplicating.
Can you afford to run the business without clear, trustworthy financial leadership at the level your business needs today?
More questions?
Have questions about whether Fractional Controller or CFO services are the right fit? Visit our FAQs page.