Senior Finance Leadership,Sized to Your Business.
Fractional CFO and Controller services for growing businesses, investment groups, and multi-entity organizations. Experienced leadership for the close, the reporting, the cash, and the decisions — without the cost of a full-time executive.
You've Outgrown Your Bookkeeping.
You're Not Ready for a Full-Time CFO.
Most growing businesses hit the same wall. The books get done, but the close takes too long. Reports arrive late and raise more questions than they answer. Cash surprises leadership. Lenders and investors ask for numbers no one can produce quickly. A full-time CFO or Controller costs $150,000–$300,000 a year plus benefits. Fractional leadership gives you the same experience for a fraction of that.
The Right Leadership
for Where You Are.
Accurate, On Time, Under Control
For businesses that need the accounting function running right.
- Month-end close built to a reliable calendar
- Account reconciliations and balance sheet review
- Multi-entity accounting and intercompany
- Internal controls and audit readiness
- Accounting system cleanup and implementation
- Supervision and development of your accounting staff
Strategy, Cash, and Capital
For leadership teams that need financial guidance to make decisions.
- Budgeting, forecasting, and scenario planning
- Cash flow management and 13-week cash forecasts
- Board, investor, and lender reporting
- Capital allocation and financing support
- KPI design and executive dashboards
- Strategic decision support for owners and executives
When the Seat Is Empty,
BEV Steps In.
A Controller resigns before year-end. A CFO leaves in the middle of a financing. An acquisition doubles the entities overnight. BEV provides interim leadership that keeps the close on schedule and the reporting credible, then helps you hire, onboard, and hand off to a permanent leader — or continue on a fractional basis.
- Interim CFO or Controller coverage
- Leadership through audits, financings, and transitions
- Hiring support and handoff to a permanent leader
- Owner-led businesses that have outgrown their bookkeeper
- Investment, lending, and multi-entity organizations
- Companies preparing for a financing, sale, or audit
- Finance teams without senior leadership in place
Four Steps to
Finance Clarity.
01
Consultation
A short call to understand the business, the systems, and what's not working.
02
Assessment
A review of the close, reporting, controls, and cash, with a written priority list.
03
Engagement
A defined monthly scope, set hours or days per month, and clear deliverables.
04
Visibility
Reporting and dashboards so leadership sees results every month.
BEV combines fractional leadership with modern business intelligence and AI. Clients get Power BI dashboards that consolidate accounting, budget, cash, and operational data — and a finance function that uses AI responsibly to close faster and report sooner.
Kandi Theobald brings 30+ years of accounting and finance leadership across public-company SEC reporting, multi-entity investment and lending organizations, startups, pharmaceutical, cannabis, nonprofit, and government services. She has served as Controller, CFO, and accounting operations leader, and has led ERP implementations, close transformations, and internal control programs. Today she serves as a fractional Controller and senior accounting consultant to multi-entity investment and lending organizations, and has also worked as a hard money lender — so she understands financial statements from the capital provider's side of the table too.
Common Questions
Get the Finance Leadership
Your Business Needs.
Confidential. No obligation.