Cash Flow Optimizer offers three connected ways to give small and mid-sized businesses the financial clarity and decision-making leverage that used to require a full finance team.
Service 01
Our flagship business operating platform — cash flow forecasting, CRM, scheduling, social, and operations in one connected workspace with an always-on AI Analyst. It replaces the patchwork of spreadsheets and disconnected apps most SMBs run on, including financial close management tools, with a single source of truth.
Service 02
An experienced CFO on retainer — strategic finance leadership, board-ready reporting, fundraising prep, and operating cadence for a fraction of a full-time hire. Also called outsourced CFO services or virtual CFO services, this is the fastest way to add senior finance leadership without a six-figure salary.
Service 03
AI-powered bookkeeping that categorizes transactions, reconciles accounts, and surfaces anomalies — backed by a human reviewer when judgment is needed.
Whether you need software you log into every day, an experienced CFO in your corner, or hands-off bookkeeping powered by AI — pick the service that fits your stage and stack the rest as you grow.
Most growing companies don’t need a full in-house finance department on day one — they need the right mix of outsourced CFO services, software that keeps the numbers current automatically, and support that scales with revenue. That’s exactly what these three services are built to do, individually or together.
5-star reviews from business owners working with our Fractional CFO team.
Daniel is able to deliver strong strategic insight and the custom app is amazing. It provides clear, real-time visibility into your financials.
Solidify CFO Solutions not only provided the financial guidance I needed to better manage my expenses but introduced tools and technology I could use to run my business more efficiently and scale my growth.
Daniel has been the biggest help ever! We brought him on as a fractional CFO and within our first meeting I was blown away with the professionalism and immediate ROI. I genuinely refer him to everyone I speak with because of the difference he has made with our business, and the confidence he helps provide in our decisions. I can certainly say I plan to do business with him for a long time!
Stellar professional. He is like gasoline to a fire — Daniel knows his stuff and is a blast to work with. Great organization.
Daniel with Solidify knows his stuff and really gets things in order.
Book a free 20-minute discovery call and we’ll help you choose the right starting point.
Three: an AI-powered SaaS business operating platform, Fractional CFO advisory, and AI bookkeeping support (coming soon).
A Fractional CFO is an experienced Chief Financial Officer who works with your business on a part-time, retainer basis — providing strategic finance leadership, forecasting, board reporting, and fundraising support without the cost of a full-time hire.
AI Bookkeeping Support is in active development. Join the waitlist on the AI Bookkeeping page and we’ll notify you when early access opens.
Yes. Many clients use the platform as their daily operating system and add Fractional CFO services on top, so the strategic work and the daily numbers live in the same workspace.