Fractional CFO and Controller Services
Lead with clarity and control, without building a full in-house finance team. We combine CFO-level guidance with controller-level oversight and dependable monthly accounting, including a timely close, clean reporting, and forward-looking cash planning so you can make decisions with confidence.
CFO and controller leadership, without the full-time overhead
Controller oversight with a dependable month-end close
Reporting + cash forecasting that drives confident decisions
You Don't Have to Run the Numbers Alone
Hi, I’m Tracey. I started Bricks & Quarters for business owners who were growing fast but falling behind on the numbers. Bookkeeping support was not enough, and a full-time CFO was not realistic. What was missing was steady, strategic financial leadership, especially for firms managing client funds, real estate assets, or strict compliance requirements. My focus is simple: reliable numbers, clear reporting, and steady guidance so you can make decisions with control.
"Tracey has been a true partner, not just a vendor. She transformed our finances from a headache into a valuable, streamlined part of our business. Thanks to her thoughtful setup and guidance, we’ve saved time, gained visibility, and can actually use our numbers to forecast and make smart decisions. I trust her completely with our financial operations."
Tracey is the rare kind of consultant who feels like part of your team, not just someone on the outside. She brings a fresh perspective, deep expertise, and insights from other industries that help us see our business more clearly. Her level of commitment and care is unmatched. She’s helped us streamline critical systems, improve how we work, and keep our goals in focus. In a world where that kind of professionalism is hard to find, Tracey and Bricks & Quarters stand out.
Financial Leadership That Fits Your Stage of Growth
We build the financial systems that keep growing businesses steady, including a dependable close, leadership-ready reporting, cash visibility, and controls that hold up as complexity increases.
Make Confident Decisions, Faster
You do not need more spreadsheets. You need a finance partner who can pressure-test decisions, flag risk early, and translate performance into clear priorities. We bring CFO-level leadership that helps you stay aligned, act decisively, and avoid the costly “we will figure it out later” moments.
Stay Current Without Headcount
Your month-end close should be predictable, not a recurring fire drill. We keep the accounting work consistent, the records clean, and the financials ready, so you always know where things stand and leadership is not making decisions off outdated numbers.
Plan Ahead With Confidence
When cash visibility is clear, decisions get easier. We build forecasting and scenario planning that shows what is coming next, so you can evaluate options, adjust early, and move forward without last-minute surprises.
Bring Order to Complex Portfolios
If your business includes multiple entities, properties, or client funds, financial structure is non-negotiable. We help you put disciplined reporting and controls in place, so accountability is clear, compliance holds up under scrutiny, and you can see performance at the level that actually drives decisions.
A Clear Path From Catch-Up to Control
We keep the process straightforward. First we get your numbers reliable, then we build visibility, and then we stay involved so you can lead with clarity as complexity grows.
Get the Full Picture
We review your current financials, reporting, and workflows to understand what’s working, what’s missing, and what needs immediate attention.
Stabilize the Close and Clean Up the Books
We establish a dependable month-end close, fix reporting gaps, and create clean, decision-ready financials you can trust.
Build Reporting and Cash Visibility
We implement leadership-ready reporting, KPI visibility, and forecasting so you can see performance clearly and plan ahead with confidence.
Create Controls That Hold Up as You Grow
As your business adds complexity, we help strengthen controls, documentation, and accountability, especially across multiple entities, properties, or client funds.
When the Numbers Need Leadership, Not Just Tracking
These are the signs a growing business has outgrown basic bookkeeping and needs more structure, visibility, and decision support.
Month-End Is a Fire Drill
Close runs late, numbers change after the fact, and reporting never feels final.
Decisions Outpace Visibility
Leadership is moving fast, but the numbers arrive too late to guide real choices.
Cash Feels Unclear
Revenue is strong, but cash still surprises you. Forecasting is missing or unreliable.
Complexity Is Catching Up
Multiple entities, properties, or accounts make it hard to see performance clearly.
Stakeholders Need Confidence
Lenders, partners, or investors expect tighter reporting and clearer explanations.
Controls Need an Owner
Approvals, documentation, and accountability are not keeping pace with growth.
Finance Leadership That Scales Efficiently
Bricks & Quarters provides fractional CFO and controller services, along with monthly accounting support, designed to keep pace as your business grows. The work is structured and consistent, built to deliver decision-ready financials you can trust. We support real estate firms, property managers, and legal practices where accuracy, controls, and client-fund accountability matter.
Fractional CFO Services
CFO-level guidance that clarifies priorities, strengthens planning, and supports better decisions, not just cleaner reports.
Fractional Controller Services
Controller-level oversight that keeps the close accurate, tightens reconciliations, and ensures your financials stay clean and dependable.
Monthly Accounting and Close
Monthly accounting support and a consistent close cadence that keeps financials current, accurate, and ready for decisions.
Reporting and KPI Visibility
Clear, leadership-ready reporting that highlights performance, tracks KPIs, and keeps partners and stakeholders aligned.
Cash Flow Forecasting and Planning
Forecasting and scenario planning that improves cash visibility, reduces surprises, and supports proactive decision-making.
Controls and Compliance Support
Controls and documentation that strengthen accountability and hold up as complexity grows across entities, portfolios, and client funds.
Fractional CFO Services and Monthly Accounting FAQs
Get clear answers about fractional CFO services, monthly accounting, cash flow forecasting, financial reporting, and controls, including who Bricks & Quarters works with and what to expect when you start.
A fractional CFO provides part-time CFO leadership, including strategy, forecasting, and decision support, without a full-time hire.
A fractional controller is a part-time finance leader who oversees the day-to-day accounting function. Their job is to keep the books accurate, manage reconciliations, enforce consistent processes, and deliver a dependable month-end close with clean financial statements. If your numbers are late, messy, or inconsistent, a fractional controller is often the right first step.
Costs vary by scope and complexity. Most engagements are monthly and scaled to the level of support your business needs.
Hire a fractional controller when you need the accounting foundation to be reliable, including a consistent close, clean reconciliations, and dependable reporting. Hire a fractional CFO when you need leadership-level guidance, planning, cash forecasting, and decision support. Many growing businesses benefit from both, starting with controller oversight to stabilize the numbers, then adding CFO guidance to plan and lead with confidence.
Yes. Bricks & Quarters provides monthly accounting support and a consistent month-end close, plus CFO-level guidance.
Monthly accounting typically includes bookkeeping oversight, reconciliations, a consistent month-end close, and reporting that stays current and reliable.
Timing depends on your current setup. The goal is a predictable close cadence that supports decision-ready reporting each month.
Yes. We build cash flow forecasts and scenarios so you can plan ahead, reduce surprises, and make decisions earlier.
Yes. We create leadership-ready reporting and KPI visibility so performance is clear and decisions are based on current numbers.
The moment your business reaches $5M in revenue or your financial complexity outpaces your current team's capacity. Growth creates blind spots. A fractional CFO steps in before those gaps become costly mistakes, giving you the perspective and structure you need to scale without stumbling.
Yes. We strengthen controls, documentation, and accountability, especially where compliance or client-fund handling matters.
Yes. We support real estate firms and property managers, including multi-entity and portfolio reporting and stronger financial controls.
Yes. We support legal practices where accuracy, controls, and client-fund accountability are critical.
Most clients are $5M+ in annual revenue. We may take on select clients below $5M when complexity is similar.
No. We do not provide tax preparation. We can work alongside your CPA and help keep financials clean and reporting consistent.
Yes. Many clients keep their bookkeeper or internal staff, and we provide structure, oversight, and CFO-level guidance.
We review your current financials and workflows, stabilize the close, improve reporting, and build forecasting and controls based on your needs.
Let’s Talk
Share what you’re navigating right now. We’ll confirm fit, recommend the right level of support, and respond within 1 business day.