Services
Strategic financial expertise for small and mid-sized businesses, without the cost of a full-time hire.
Whether you need someone in the CFO seat, cleaner books, a path to funding, or a clear plan for the year ahead, Cannata Financial provides the financial guidance your business needs to grow with confidence.
Fractional CFO Services
Get the strategic financial leadership of a CFO on a part-time or project basis. We work directly with business owners to translate financial data into better decisions.
Managing cash flow, identifying margin opportunities, building forecasts, and preparing for growth, funding, or major operational shifts.
Ideal for businesses that have outgrown their bookkeeper but aren't ready for a full-time CFO.
Best for: Businesses doing $500K to $10M in revenue who need strategic financial guidance, not just bookkeeping
Bookkeeping & Bookkeeping Cleanup
Accurate, organized books are the foundation of every financial decision. We handle daily transactions, bank reconciliation, expense categorization, and monthly closes using cloud-based tools that give you a real-time view of your numbers.
If your books are behind, miscategorized, or have never been reconciled properly, we offer cleanup engagements to get everything caught up and ready for tax filing, due diligence, or a loan application.
Best for: Owners who want to stop doing their own bookkeeping or whose current records are not where they need to be.
Budgeting & Forecasting
A budget gives you a target. A forecast tells you whether you're on track to hit it. We build both grounded in your actual historical data, your industry, and where you want the business to be 12 months out.
We update forecasts regularly so they stay useful as conditions change, and use them to flag cash flow issues, savings opportunities, and growth investments before they become urgent.
Best for: Business owners planning the year ahead or preparing for funding conversations.
Funding & Loan Preparation
Lenders and investors don't just look at your revenue they look at whether your financial story is credible. We help you prepare for that conversation by getting your books lender-ready, building realistic projections, and walking through what banks, alternative lenders, and investors are actually evaluating (the 5 C's of credit, debt-to-equity ratios, working capital, and so on).
The result: fewer surprises, stronger applications, and better terms.
Best for: Owners exploring a business loan, line of credit, SBA financing, or outside investment in the next 12 months.
Payroll Services
Accurate payroll, on time, every time. We handle wage calculations, tax withholdings, year-end filings, and compliance so you can stop worrying about penalties or late payments.
We integrate with your accounting system so payroll data flows cleanly into your books and reports.
Best for: Owners who want payroll handled correctly without becoming the in-house payroll administrator.
How we work
Every engagement starts with a free consultation. We learn about your business, your financial situation, and what's most important to you in the next 6–12 months.
From there we recommend the right level of support whether that's a one-time cleanup, ongoing bookkeeping, fractional CFO advisory, or a combination.
Limited-Time: 2026 Planning & Profit Package
A focused, one-on-one consulting engagement for service-based businesses under $1M in revenue. Includes a 2026 financial plan and budget, pricing guidance, custom KPIs, and a clear action plan to strengthen your financial health.
$995 (regular price $1,995) when you book a call.