Finance support for growing businesses.
Clean books. Better reporting. Practical guidance. CRUX helps business owners understand their numbers and make stronger decisions, without hiring a full-time finance team.
From clean books to transaction-ready financials
CRUX helps growing businesses understand their numbers and make stronger decisions. We build a finance function that scales with you, from bookkeeping, reconciliations, A/R, A/P, and monthly reporting all the way to CFO-level advisory, forecasting, and transaction-ready financials.
Foundation
Clean books, reconciliations, A/R & A/P, and month-end close you can trust.
Insight
Reporting, dashboards, forecasts, and cash flow visibility that guide decisions.
Strategy
CFO-level advisory, profitability, and transaction-ready financials as you grow.
Built for businesses that have outgrown DIY bookkeeping
CRUX supports growing small and mid-sized businesses that need stronger financial support but aren't ready to hire a full-time accountant, controller, or CFO. If you're making decisions without reliable numbers, we step in as a flexible finance partner.
We work with owners, founders, operators, and leadership teams who want clarity, better systems, and financial guidance they can put to work.
Learn how we work- Reliable financialsBooks you can actually trust
- Cash flow visibilityKnow what's coming and going
- Owner-ready reportsClear numbers, no jargon
- Better decisionsBacked by real data
- Room to growSupport that scales with you
- A practical partnerMore than basic bookkeeping
A flexible finance function, built around your business
From foundational bookkeeping to CFO-level strategy, engage the level of support you need today and scale it as you grow.
Accounting & Bookkeeping
Reliable books are the foundation of better decisions. We keep your records clean, current, and organized so you can stop guessing and start managing from accurate numbers.
- Monthly bookkeeping
- Reconciliations
- Accounts payable & receivable
- Month-end close
Planning & Reporting
Your financials should tell you where the business is going, not just where it's been. We build clear reports, forecasts, and dashboards so you can plan with confidence.
- Budgets & forecasts
- KPI dashboards
- Cash flow visibility
- Owner-ready reporting
Fractional CFO Advisory
CFO-level thinking without the full-time cost. From profitability and pricing to forecasting, automation, and transaction-ready financials, we help you make stronger decisions with better financial context.
- Profitability & pricing analysis
- Forecasting & financial models
- Process improvement & automation
- Transaction-ready financials
A finance partner, not just a bookkeeper
CRUX isn't built for owners looking for the cheapest way to keep records and sort out the numbers once a year. It's built for owners who want real-time, actionable insight all year, and a partner who helps them move from reactive bookkeeping to proactive financial management.
Just recording the numbers
- Transactions recorded after the fact
- A pile of data handed off at year-end
- Looks backward at what already happened
- Chosen mainly to be the cheapest option
- Little insight into profitability or cash flow
Proactive financial management
- Real-time, actionable insight all year
- Clear numbers you actually understand
- Helps you improve profitability and decisions
- Builds smarter, scalable financial systems
- A true partner in growing the business
Good fit when you need more than basic bookkeeping
If your business has grown beyond DIY bookkeeping but you're not ready for a full-time finance hire, CRUX can step in as a flexible finance partner.
Your books are behind or unreliable
You don't fully trust the numbers, or you're behind on reconciliations and month-end close.
You don't have useful reports
No clean, owner-ready reporting to show where the business actually stands.
You're unsure about cash flow
You need better visibility into what's coming in, going out, and what's left to work with.
Pricing, margins & profitability
You need help understanding what's actually making money, and what isn't.
You want CFO-level insight
Strategic financial guidance to support growth, without a full-time controller or CFO.
You're ready to scale
You want cleaner processes and a finance function that grows alongside the business.
Most engagements range from $500 to $3,500+ per month depending on business size, complexity, and the level of support needed. CRUX will help identify the right level of support based on where your business is today and where it's headed.
Find Your Right Level of SupportIndustry-flexible, built for owner-operated businesses
Ready for cleaner books and better decisions?
Let's talk about the right level of support for your business. Schedule a call and we'll help you build a finance function that scales with you.