Fractional CFO · Accounting · Systems + AI
CFO-grade clarity for owner-led businesses.
Led by a CPA and former in-house CFO who builds the systems behind the numbers, so you get reliable books, real insight, and your time back.
Your finance team, your way.
We complement your staff, or serve as your entire accounting and finance department.
Reliable books.
Timely, accurate, and checked by a CPA, so the numbers hold up.
Built, not bought.
Custom AI tools and dashboards we design ourselves, fitted to how your business runs.
Owner freedom.
Fewer late nights in spreadsheets. More time for the business.
Your tax return’s books don’t tell the whole story.
Most growing businesses do not lack effort. Their financials, systems, and operations just are not working together.
Books prepared for the tax return are shaped to lower what you owe, not to show what the business truly earns. That is not enough to decide on a hire, a loan, or a new location. Off-the-shelf software also forces rigid workflows that do not fit how the business runs.
LAUNCH closes that gap. Our financials show your business’s true profitability, built on financial expertise and systems design, so you move from reactive to intentional.
Three ways we help.
Use one or combine them. Built for owners who have outgrown bookkeeping but do not need a full-time CFO.
Fractional CFO
Executive-level financial leadership without the executive price tag. Forecasting, budgets, KPIs, and a trusted advisor.
Explore Fractional CFO →Client Accounting
Clean, timely books with documented CPA checks and real-time visibility into cash and profit.
Explore Accounting →Systems + AI Design
We streamline your tech stack, automate the busywork, and build custom tools and dashboards.
Explore Systems + AI →Why owners choose LAUNCH.
A CFO’s judgment, a CPA’s rigor, and an operator who builds the systems.
A former in-house CFO
Phillip was CFO of a fast-growing exotic and collector vehicle dealership, where he built the financial infrastructure and improved access to capital. He knows what an owner needs on a Monday morning.
A licensed CPA
Master of Accountancy from the University of Alabama, with a start in public accounting. Books prepared and checked to a professional standard.
Institutional-grade experience
Managed investor reporting for over $40 billion in assets at a Fortune 500 company, after roles in real estate and investment management.
AI and systems savvy
We build our own tools: AI connectors to accounting platforms, automated review workflows, and live dashboards.
Experience at every scale
From small entrepreneurial companies to a Fortune 500, so advice fits the size of your business.
An operator’s mindset
Known for spotting inefficiencies and redesigning processes with better technology, not just producing reports.
We don’t just recommend tools. We build them.
Technology should remove work from your plate, not add a new login.
- Faster closes. Automated checks catch issues early, with a CPA signing off.
- Live visibility. Dashboards for cash, margins, and the numbers you actually watch.
- Less manual entry. Integrations replace re-keying between systems.
A practical path to financial peace.
Owner Audit
We find your bottlenecks and clean up your books to end owner overwhelm.
Go for Launch
We set up your financials with scalable tech that fits a team of any size and shows cash flow clearly.
Sustainable Growth
Ongoing guidance from a licensed CPA and fractional CFO as you scale with cleaner books and smarter decisions.
We go even deeper on businesses we know best.
Owner-led and growth-stage businesses of all kinds, with our deepest experience in dealerships, retail & e-commerce, and real estate.
Dealerships
Financial leadership from a former dealership CFO: deal-level profitability, floor plan and inventory financing, and clean books from your DMS.
Dealership finance →Retail & E-commerce
Know your real margin on every product, with Shopify-to-books accuracy, inventory costing, and cash planning for inventory buys.
Retail finance →