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.
Begin with a Financial Operations Review
We evaluate your billing, collections, AR, AP, and cash management — then deliver a clear action plan. Most clients use this as the foundation for an ongoing engagement.
$1,500–$2,500
one-time flat fee
Flat monthly retainers.
No surprises.
Choose the level of support that fits where your business is right now. Each tier builds on the last.
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
One-time setup fee of $500 applies to new engagements.
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 senior financial executive working part-time with your business — same expertise as a full-time CFO without the $250K+ annual cost.
How is this different from my accountant?
Your accountant records what happened. We look forward — giving you monthly cash flow, margins, and what to do next.
What size businesses do you work with?
Owner-operated businesses at every stage. If you need a clearer financial picture, we can help.
Do you do taxes or audits?
No. Strictly financial advisory, bookkeeping, and reporting. No tax, no audits, no attest services.
What industries do you serve?
HVAC, plumbing, landscaping, electrical, professional services, wellness, medical, dental, and other Massachusetts businesses.
Financial 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.