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Precise CFO

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Overview

$1,000+

Min Project Size

$50 - $99/hr

Avg Hourly Rate

2 - 9

Employees

2023

Year Founded

ABOUT PRECISE CFO

Financial Clarity - Zero Jargon

You don't require more spreadsheets; what you need is greater clarity! Your business isn't faltering due to a lack of effort—it's struggling because the numbers aren't providing the insights you need. That's where we step in. We assist service-oriented business owners in transitioning from financial uncertainty to financial assurance, allowing them to grow intentionally rather than out of fear. Our method is straightforward: no technical jargon, no unnecessary information—just clear, actionable insights that lead to improved decision-making and increased profits. We offer various forms of support to our clients, including but not limited to: ✷ Strategic Budgeting & Forecasting ✷ Fractional CFO services ✷ Cash flow forecasting ✷ Bookkeeping ✷ Tax planning & Preparation.

Languages Spoken
English
HIGHLIGHTS

$1,000+

Min Project Size

$50 - $99/hr

Avg Hourly Rate

2 - 9

Employees

2023

Year Founded

Services
Focus
Industries
Clients
Services Provided
40% CFO Services
25% Financial Planning
20% Bookkeeping Services
15% Tax Preparation Services

About the Team

OUR STORY
Lucas Polowick, Executive Director of Precise CFO, brings over a decade of experience in budgets, forecasts, small business banking, and financial analysis, all driven by a deep passion for supporting small enterprises. At Precise CFO, we go beyond traditional financial services by forming genuine partnerships with small businesses, focusing not only on numbers but also on understanding and connecting with our clients to help them thrive. We pride ourselves on delivering precise, reliable, and strategic financial solutions tailored to meet diverse client needs. Committed to empowering entrepreneurs with clarity and expert guidance, we strive to be trusted advisors who support business growth. Outside of work, Lucas values family life, reinforcing our holistic approach to success.

Projects & Clients

Project Size & Rate

Minimum Project Size

$1,000+

Average Hourly Rate

$50 - $99/hr