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Bennett Financials

Fractional CFO and tax strategy firm for US service businesses with $2M–$20M revenue: bookkeeping, tax returns, tax planning, forecasting and exit planning for one monthly fee.

Knoxville, TN (US), working remotely nationwide

WebsiteLinkedIn

Unclaimed booth · built from bennettfinancials.com

bennettfinancials.com
Homepage of Bennett Financials
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Prices

The one retainer on their pricing page.

Monthly retainer$5,000/moBookkeeping, tax returns, tax strategy, CFO dashboard, monthly CFO sessions, exit planning; no tiers or add-ons
Leak CheckFree20-minute call, no documents needed

Confirm the price with them before you buy.

How they work

From their pricing, contact and about pages.

120 daysto full deployment of the system
One flat feeno tiers, no add-ons
Monthly CFO sessionsover video, plus a live dashboard
$2M–$20Mrevenue US service businesses

Steps: A free 20-minute Leak Check call and a one-page leak map, then an optional document-backed Scale-Ready Assessment or a paid engagement.

Who they work with

From their website and portfolio.

Industries

Real estateCybersecurity4–6 weeksfor a 60-second video
50 / 50paid up front, then on completion
2 revisionsat every stage
Source filesincluded as standard

Steps: brief, script, storyboard, style, voiceover, animation, post-production. Rush delivery in 3–4 weeks costs extra.

Who they work with

From their website and portfolio.

Industries

B2BB2CSaaS4–6 weeksfor a 60-second video
50 / 50paid up front, then on completion
2 revisionsat every stage
Source filesincluded as standard

Steps: brief, script, storyboard, style, voiceover, animation, post-production. Rush delivery in 3–4 weeks costs extra.

Who they work with

From their website and portfolio.

Industries

B2BB2CIT & tech servicesMarketingLaw firmsE-commerceConsulting

Clients

Eden DataOptmyzrVirtualCounselMotiv MarketingNuSpine ChiropracticVeterans Fleet ManagementChimney ScientistsRHFL

Plus 3 more on their case studies page.

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Everything on this page comes from bennettfinancials.com (pricing, home, about, case studies, contact), checked 2026-10-08. It may have changed since. Report a mistake