Fractional CFO · Logan, Utah
A part‑time CFO for your business, at a fraction of the cost.
A monthly finance partner for growing businesses in Logan, Cache Valley, and Northern Utah. See where cash is headed, understand why the numbers moved, and make the big calls with a model behind them.
Perry & Partners is a fractional CFO firm based in Cache Valley, Utah. We give growing businesses a standing finance function (a monthly dashboard, an updated cash forecast, a budget vs. actual review, and someone to call before big decisions) without the cost of a full‑time hire.
Is it a fit?
Owners who have outgrown the spreadsheet.
- Revenue is growing, but you’re not sure profit is growing with it.
- Cash feels tight at certain times of year and you’d like to see it coming.
- You’re weighing a hire, a second location, equipment, or a loan.
- Your bank or a partner is asking for projections you don’t have.
What you get
One retainer: Growth Partner.
Every retainer client gets the full finance function, plus a partner for the decisions in between.
- KPI dashboardAutomated and maintained monthly, so the numbers that matter are always current.
- Cash forecastRefreshed every month, so you see a tight stretch before you’re in it.
- Strategic budgetingA plan built around your goals, not last year’s numbers plus 5%.
- Variance analysisWhat moved off plan, why it moved, and what to do about it.
- Monthly check‑inWe walk through the results together and agree on next steps.
- Goal trackingThe targets that matter, defined and tracked month to month.
- Decision modelsBuilt as hiring, expansion, and financing calls come up.
How it works
What a month looks like.
- 1Books closeYour bookkeeper wraps up the month in QuickBooks or Xero.
- 2We refreshWe pull the numbers and update the dashboard, forecast, and budget vs. actual.
- 3You get the readA short deck: what happened, why it happened, and what to do about it.
- 4We talk it throughA call to walk through the deck and decide what happens next.
Why it costs less than you’d expect.
We automate the parts of finance work that used to eat hours: pulling data, building recurring reports, and refreshing dashboards. That leaves our time for the analysis and the conversation with you, and it’s why our pricing is competitive. More on how pricing works.
See a sample
A monthly review, slide by slide.
The deck from a sample monthly review for a landscaping contractor. Illustrative figures. Swipe through or tap a slide to enlarge it.
How it’s priced
Flat monthly fee
Month to month after a short setup period. Quoted after a free call, based on how complex your business is.
Get a quoteQuestions
Common questions.
What is a fractional CFO?
A fractional CFO is a part‑time, outside finance lead. You get the forward‑looking work a CFO does (forecasting, planning, reporting that explains the numbers, and support on big decisions) for a set number of hours or deliverables each month, instead of hiring someone full time.
Do you only work with businesses in Logan?
No. We're based in Cache Valley and work with businesses across Logan, Northern Utah, and remotely anywhere in the U.S. Local clients can meet in person; everyone else works with us over video calls and shared files.
What accounting software do you work with?
QuickBooks Online, QuickBooks Desktop, and Xero are the most common. We can also work from exports and spreadsheets from other systems.
Do you replace my bookkeeper or CPA?
No. Your bookkeeper keeps the books current and your CPA handles tax and compliance. We use those clean numbers to look forward: forecasting, planning, and decision support. See who does what.
How long is the commitment?
Partnership work runs month to month after an initial setup period. Many clients start with a single project, like a cash flow forecast, before deciding whether ongoing support makes sense.
Keep exploring
Related services and guides.
Not sure where to start?
Tell us what you're trying to figure out. One short call is enough to know whether we're the right fit, and there's no cost or commitment to have it.