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Financial Operations Support
Fractional CFO Services

Your business has grown.
Your financial leadership should grow with it.  

Fractional CFO & Advisory Support
Bookkeeping & Financial Reporting
Cash Flow Management
Profitability & Margin Analysis
Pricing Strategy
Financial Cleanup & Catch Up
Forecasting & Financial Decision Support
Fractional CFO Services

We help growing service-based and project-based businesses understand what their numbers are telling them so they can make more profitable decisions.

Our  Partners
We're Trusted by the Best

Architecture, Engineering, Construction & Trades

Understand which jobs are making money, strengthen cash flow, and make better decisions about pricing, overhead, and the financial impact of taking on more work.
Book a Call

Professional & Project-Based Services

Know which clients, services, and projects are worth the work, whether you are pricing profitably, and how to make smarter decisions about growth.
Book a Call

Other Growing Service-Based Businesses

For businesses that have outgrown basic bookkeeping and need clearer financial information to understand performance, manage cash flow, plan for growth, and make better decisions.
Book a Call

Our Process

Step
01

Diagnose

Evaluate your financial foundation: systems, processes, accuracy, and business operations to identify gaps and opportunities for improvement.
Step
02

Strengthen

Correct financial issues, improve systems and processes, and build a stronger foundation for accurate reporting and meaningful financial insights.
Step
03

Grow Forward

Regular financial analysis and scheduled Profitability Meetings help you understand your numbers and make informed decisions.
LT&A
Our Process

We take the time to understand your business before recommending what comes next.

The right solution starts
with understanding how your
business actually works.
Book a Discovery Session

Services

by Pain Point

Service
Fractional CFO and Advisory Support
Pain
Lack Strategic Direction
Service
Forecasting and Financial Decision Support
Pain
Uncertain Growth
Service
Financial Cleanup and Catch Up
Pain
Disorganized Finances
Service
Pricing Strategy
Pain
Underpriced Services
Service
Profitability and Margin Analysis
Pain
Shrinking Margins
Service
Cash Flow Management
Pain
Cash Flow Gaps
Service
Bookkeeping and Financial Reporting
Pain
Financial Blind Spots

Why Us?

Leslie Taylor
Chief Profitability Specialist
LTA is led by Leslie Taylor, a former chemical engineer, scientist, and technical leader. That problem-solving background shapes how we work today.

We understand the business, analyze what the numbers are saying, and recommend practical solutions that help move the business forward.
Yes, she's a bit of a data nerd.
75+
Years of Combined Professional Experience
350+
Entrepreneurs Supported Through Advisory and Education
“Working with Leslie Taylor & Associates has helped me better understand the financial side of my business and feel more in control as we grow. Instead of just looking at revenue, Leslie has helped me focus on profitability, cash flow, pricing, and making sure the opportunities we take on actually make financial sense. I feel more confident making decisions about growth because I have a clearer understanding of the numbers and what I need to focus on.”
Charles Lowe
Owner, Ryder Security LLC
“Before working with Leslie Taylor & Associates, managing my business finances literally kept me up at night. I knew marketing and client service, but when it came to financial management, I was winging it. Now, I don't dread looking at my numbers. I actually look forward to our monthly calls because I understand what's happening in my business, what needs my attention, and what decisions I need to make. Leslie has given me the knowledge, tools, and confidence to manage my business finances without feeling overwhelmed. If you're on the fence, give it six months. It's worth the investment. You will not regret it.”
Nichole Brown
Owner, Relish Brand Partners
"I needed accurate financials to bid on new business opportunities. I was concerned about the accuracy of my books. LTA examined, then corrected errors and helped me to understand how to properly interact with QuickBooks. I now have a better understanding of where my company stands as well as accurate reports so my business can pursue new opportunities. Leslie is sincere, genuine, and professional. She makes sure you have a clear understanding of the process and follows up with you to address concerns.
Dawn Johnson
Owner, DCJ Global Management Solutions

FAQ

How is LTA different?

We do more than maintain your books or hand you financial reports.

‍

We take the time to understand how your business works, where you are trying to go, and what is

getting in the way before recommending a solution.

‍

Our work combines financial operations, analysis, and CFO level insight so you have reliable

numbers, understand what they are telling you, and know what to do next.

‍

And because every business is different, we do not believe in putting every client into the same

package.

What does a fractional CFO do?

A fractional CFO helps you understand what is happening financially in your business and use that

information to make better decisions.

‍

That can include looking at profitability, cash flow, pricing, forecasting, and other financial questions

that affect where the business is going.

‍

You get financial leadership and insight without needing a full-time CFO on staff.

Do you also provide bookkeeping?

Yes. Reliable bookkeeping is the foundation for everything else we do.

‍

We provide bookkeeping and financial reporting as part of our financial operations support, and

then help you go beyond keeping the books to understand what the numbers mean and how to use

them to make better business decisions.

How do I know what kind of financial support my business needs?

You do not have to figure that out before talking with us.

‍

We start by understanding your business, what is happening financially, what you are trying to

accomplish, and where you are getting stuck.

‍

From there, we can determine whether you need help strengthening the financial foundation,

ongoing financial operations support, CFO advisory support, or something else.

Do you prepare taxes?

No. We do not prepare tax returns or provide tax planning services.

Our focus is helping you understand and manage the financial side of your business throughout the

year.

We are happy to work alongside your CPA or tax professional, recommend one of our partners and

provide the reliable financial information they need.

Can you help if my books/financials are behind or messy?

Yes. In fact, that is often where the work begins.

Before we can provide meaningful analysis or CFO level guidance, the financial information has to

be reliable.

We can help clean up and catch up the books, strengthen the underlying financial processes, and

get the business to a point where the numbers can be used to make decisions.

Can you help us get ready for financing or bonding?

Yes. We can help strengthen the financial information and financial operations you may need

before approaching a lender, bonding professional, or other funding source.

‍

Our role is to help you become financially ready. We do not provide financing or guarantee access

to capital.

©LT&Assoc

©LESLIE TAYLOR & ASSOCIATES BUSINESS SOLUTIONS. All rights reserved.