FRACTIONAL CFO SERVICES

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BOOKKEEPING OPTIMIZATION

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FINANCIAL SYSTEMS THAT SCALE

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FRACTIONAL CFO SERVICES • BOOKKEEPING OPTIMIZATION • FINANCIAL SYSTEMS THAT SCALE •

Financial support that meets you where you are, and grows along with you.

You don’t need more reports.

You need clarity, structure, and a finance partner who’s actually in your corner.

At SevaFi, we support small and growing businesses with financial systems, strategy, and guidance that feel human, not intimidating

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If any of this sounds familiar, you’re in the right place…

We’re here to bring clarity to the chaos and help you build systems that actually support your growth.

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OUR CORE SERVICES

Financial support that adapts as your business evolves.

Each of our services is designed to stand on its own, but they work best when aligned to your current stage of growth. We’ll help you figure out what makes the most sense.

High-level financial guidance, without the full-time CFO cost. This is for founders who want to think ahead, not just keep up.

We help you:

  • Understand performance and profitability

  • Plan for cash flow, growth, and future decisions

  • Think strategically about hiring, expansion, and investments

  • Feel supported when making high-stakes financial choices

  • Hands-on financial guidance and advocacy through major moments - across acquisitions and exits to loans and investor conversations

You get executive-level insight, grounded in real small-business realities.

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Fractional CFO Services

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Bookkeeping Oversight & Optimization

Clean books that actually support decision-making. This isn’t about data entry, it’s about trust in your numbers.

We design and oversee bookkeeping systems that:

  • Are accurate, consistent, and easy to understand

  • Reflect on how your business actually operates

  • Give you reliable monthly visibility

  • Remove confusion and guesswork from your reports

Because your books should work for you, not against you.

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Financial Systems Setup & Cleanup

A clean slate built to scale with you. Perfect if things feel messy, outdated, or pieced together.

We support:

  • QuickBooks setup or optimization

  • Chart of accounts design

  • Historical cleanups

  • Project, class, or job-cost tracking

  • Systems that grow with your business

We don’t just “fix” things, we build systems you can rely on long-term.

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Succession Planning & Transition Support

A thoughtful path forward designed to protect your business, your people, and your legacy. Perfect if you're planning ahead, stepping back, or preparing for a future transition.

We support:

  • Exit readiness assessments and timeline planning

  • Financial positioning to maximize business value

  • Ownership transition strategy (internal or external)

  • Cash flow and tax-aware transition planning

  • Continuity planning for leadership and operations

Clarity, confidence, and a transition plan that honors everything you’ve built.

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NOT SURE WHAT YOU NEED?

At SevaFi, we work with founders and leadership teams who care deeply about what they’re building, but don’t want financial confusion to slow them down.

Whether you’re just getting organized or preparing for your next phase of growth, we meet you exactly where you are and help you move forward with clarity and confidence.

Minimal office space with natural light and greenery, reflecting a calm and organized approach to financial systems and bookkeeping.

WHEREVER YOU ARE

WE MEET
YOU THERE

The Four Financial Stages WeSupport

Step 1 icon representing a stage of financial growth and support for small businesses.

Foundation
& Setup

STAGE 1

You’re early-stage or newly formalized, and your books (or lack thereof) feel messy or incomplete.

We help you build a clean, reliable financial foundation you can trust.

Step 2 icon representing a stage of financial growth and support for small businesses.

Stability
& Visibility

STAGE 2

Your books exist, but they’re not giving you real insight.

We help you understand what your numbers mean and create consistency month-to-month.

Step 3 icon representing a stage of financial growth and support for small businesses.

Insight &
Optimization

STAGE 3

You’re growing, but decisions feel reactive, and cash flow feels unpredictable.

We help you analyze performance, improve margins, and plan ahead with intention.

Step 4 icon representing a stage of financial growth and support for small businesses.

Strategy
& Growth

STAGE 4

You’re hiring, expanding, or restructuring and need higher-level guidance.

We act as a long-term finance partner, supporting growth with strategy and clarity.

Not Sure Which Stage You’re In?

Most founders aren’t, and that’s okay. You don’t have to know before reaching out.

We’ll meet you where you are, talk things through, and help you understand your next best step, without pressure or judgment.

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What our clients are saying…

  • "Emily has been an absolute pleasure to work with.

    Before working with her, I was manually tracking every expense and couldn’t find the time to dig into QuickBooks on my own. Now, Emily handles all of my business’s P&L, and I don’t have to spend time updating spreadsheets every month. She’s extremely responsive and always answers any questions I have, making sure I understand what’s going on with my business finances beyond income and expenses. I can’t recommend working with Emily enough!”

    - Current Client | Media Company

  • "Emily has been great to work with and very patient.

    After years of bad guidance, Emily has worked to right the ship and get us back on track. We look forward to continued guidance from Emily as she helps us grow."

    - Current Client | Professional Services

  • "Emily is very detail-oriented and responsive.

    She goes above and beyond to help us feel supported. I would highly recommend SevaFi to any small business that is striving to get to the next level."

    - Current Client, Non-Profit Organization

  • "Emily is an incredible asset!

    She is detail-oriented, professional, and adept at navigating complex financial matters that are specific to my industry. My only regret is that I did not bring her on sooner!"

    - Current Client, Health Clinician