The Financial Team You Need If Your Business Makes Over $750K

Revenue’s flowing, your team is growing, and the stakes are higher. You’re thinking about security, legacy, and what’s next.

It’s time to build a financial team that’s proactive, strategic, and able to support long-term wealth and sustainability.

Is your business really ready for a CFO? Do you need both a CPA and a bookkeeper? Who helps you make investment decisions—or protect the ones you’ve already made?

In this post, we’ll outline the high-level financial roles you need to protect your growth, maximize profitability, and make confident, future-focused decisions.

 1. Bookkeeper

You need clean, accurate numbers—every single month.

A great bookkeeper:

• Reconciles accounts
  
  
• Tracks every dollar
  
  
• Keeps your systems organized for your CPA and CFO to analyze
  
  

This is non-negotiable at this stage.

2. CPA + Fractional or Full-Time CFO

You’re no longer thinking about just this year—you’re thinking 5+ years out.

• Your CPA ensures compliance and tax efficiency
  
  
• Your CFO supports big decisions: hiring, expansion, investments, and more
  
  

They work together to help you grow intentionally.

3. Financial Planner or Strategic Advisor

You’re building a business and a life.

This is the time to:

• Plan for succession or selling your business
  
  
• Invest in real estate or other ventures
  
  
• Protect your assets and future
  
  

4. Bonus Roles (As Needed)

• Attorney for contracts, trademarks, or equity arrangements
  
  
• Payroll Provider (do NOT DIY this with employees)
  
  
• Insurance Broker for health, liability, and disability coverage
  
  

💡 Bottom line: Think like a CEO. You don’t have to do it all yourself—but you do need to build the right bench.

🧠 It’s time to think like a CEO.
You’ve built something incredible—now let’s make sure your financial team is built to protect it, grow it, and give you the freedom to lead it.