The CFO-Led Financial Operating System

Installed and operated for you. Books close on time. Reports that mean something. Numbers that drive decisions.
All services
All services
Integrated CFO Services
Financial Operations

Integrated CFO Services

Financial Operations

About

Business Expedition Partners builds and operates the Financial Operating System for owner-led companies doing $1M–$15M that have outgrown bookkeeping and need the full weight of CFO-led financial leadership — without the cost of a full-time hire. We install the system. We run it. Your books close on time. Your reports are ready before you ask. Your numbers drive decisions instead of sitting in a spreadsheet you never open. The companies w...

When decisions need to get made, your Builders CFO is with you — not catching up on a report, not scheduling a call for next week.

Every client gets a dedicated CFO who owns the financial function: close process, reporting cadence, cash flow visibility, forecasting, and direct access when it matters. We've run the financial function inside businesses across real estate, professional services, e-commerce, technology, construction and many ...

Your dedicated CFO leads the financial function. Our team handles the execution — AR, AP, payroll, close, reporting, and cash flow tracking. Everything runs under one roof, coordinated by the same CFO who sits in your strategy conversations.

We deploy what your business actually needs. Nothing forced, nothing unnecessary. The system is built around your business — and as you grow, it scales with you, so you never have to rebuild it from s...

Results

Brandon Schoen

Sandia Green Clean
Profit Cleaners
Giddy-Up Green Clean


Albuquerque NM

"John is the real deal! We started working with John a couple years ago when we were really challenged financially with lots of inefficiencies and hidden costs that was keeping us from scaling. John helped us setup proper systems and structure for all of the financials, got books in place, advised us on how to best use credit lines to offset expenses and growth, and most importantly he coached us and has guided us to using proven entrepreneur operating systems that we have plugged into and completely changed the trajectory of our business. During the time working with John, we've more than doubled our sales and just finished 2022 with $2.4M revenue on the books, on pace to hit $5.9M this year. Although we executed the work, it would not have been possible without John on our team, he has become a trusted advisor, friend and almost feels like a dad to me and i'm so grateful for the results he has helped us achieve. He constantly pushes us to think bigger, become better leaders and is a sounding board in all our weekly meetings and has become an integral part of our team. I Highly recommend this man, his excellent knowledge and insight will help you achieve that next level. John has given us the confidence to not just dabble and to go ALL IN and win! Thank you John!"

May 24, 2023
CP
Chris Post

Post Modern Marketing

Sacramento CA


"As Jay-Z once said, "Numbers don't lie, check the scoreboard", John has literally helped me grow my business 238% from 2014 to 2015 and got me off to a great start in 2016. Thinking back to when I was first considering hiring someone to help me strategically manage the financial picture of my business about a year or so ago, it was hard for me to bite the bullet and spend this much per hour on someone. I mean that was more than I paid myself, but I knew that (at the time) I was in my 5th year of business and had to admit to myself that I had taken the company as far as I could with the financial knowledge that I had, and hiring someone like John was the only way to propel the business forward, which is what I wanted to do. So after a few calls, I hired John. And what an investment it was, for every $1 I invested in John, he returned about $2.38 back. In addition to the financial growth, he has helped streamline our operations so much that I am fortunately now in the position to have people on staff who can handle all that he has set up and taught us. I'm hoping now he can transform some other budding entrepreneurs or small business' life like he has my company. John has been the most expensive, and yet the best contractor I have ever hired on Upwork/Odesk. And I have spent close to, if not over, $100,000 over the last 6 years on this website, so I think I'm well qualified to make this declaration. You really get what you pay for (and in this case, 2.38x more!) Hire John and you will not be disappointed!"

May 25, 2023
Matt Bailey

Bailey Real Estate Investing


Sunnyvale CA


"John has been instrumental in the growth of my company. He came on board as the fractional CFO and help us build out a predictable revenue model, complete with inputs and outputs through which we could model the growth of the company. He also helped us develop our first real estate syndication and provided advice on raising capital. Not to mention all of the normal duties of a CFO. Not only that though, he also brought his experience with EOS implementation and held our team accountable through our growth. He participated on our Level-10 weekly team meetings and coached me (the owner/CEO) throughout our business development. With John you'll get more than a textbook CFO, you'll also get a business coach, advisor, and friend. I couldn't recommend John highly enough."

May 24, 2023

Results disclaimer

Results shown are from actual clients. Individual outcomes vary based on company size, industry, starting financial condition, and how fully the Financial Operating System is implemented. BEP does not guarantee specific financial results.

Highlights

A seasoned finance team for less than one full-time hire.
Our track record isn't on our website. It's in our clients' financials.
This is not bookkeeping. It's a custom-built Financial Operating System.

Is Your Financial Operating System Ready for What Comes Next?

Books behind. Reports that don't tell you much. You're running your business in the dark. That's a Financial Operating System problem — and it's fixable. Book a 30-minute call to see if we're the right fit. We are not for everyone. But for the builders who are ready to run with real financial infrastructure — we're ready to build it.


Business Expedition Partners