Fractional CFO Services

Your entire finance department.
Without the overhead.

Results Group of Washington provides small and mid-size organizations with a complete, embedded financial function — from bank setup and bookkeeping to budgeting, payroll, reporting, AR/AP servicing, and strategic oversight.

Small (1+) to Mid-Size (15+)
Employee Organizations
100%
Finance Function Coverage
For-Profit & Nonprofit
Both Served
Why RGW

Most small organizations need a CFO. Almost none can afford one full-time.

We fill that gap completely. Not just high-level strategy — the actual work. The books, the payroll, the invoicing, the budgets. One point of contact, fully embedded in your organization, at a fraction of full-time cost.

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Execution, Not Just Advice

Most fractional CFOs hand you a strategy and leave. We handle the day-to-day execution — bookkeeping through financial reporting — so you can focus on your work.

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Built from the Ground Up

Need a bank account, a chart of accounts, and a payroll system set up from scratch? That's a specialty. We handle corporate setup and financial infrastructure for organizations at any stage.

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For-Profit & Nonprofit Expertise

Nonprofits have unique financial requirements — restricted funds, grant tracking, audit prep, board reporting. We serve both worlds with equal depth.

01

Free Discovery Call

30 minutes to understand your organization, your pain points, and what's falling through the cracks.

02

Scope & Proposal

We define exactly what services you need and structure a flat monthly retainer — no billing surprises.

03

Embedded Onboarding

We get into your books, systems, and workflows. Fast ramp, no disruption to your team.

04

Ongoing Partnership

Monthly close, reporting, and availability for questions. You run your organization; we run your finances.

Not sure what level of support you need? Let's find out together.

What We Do

Services & Pricing

Flat monthly retainers. No hourly billing. No surprise invoices. Scope defined upfront, adjusted as you grow.

Service Tiers

Pick the level of support that fits where you are today.

Every engagement starts with a discovery call to confirm scope. Most clients land in the Full Finance Function tier — that's our core offering.

Foundation
Ideal for solo practitioners & very small orgs (1–5 people)
  • Bookkeeping & monthly reconciliation
  • Invoicing & accounts receivable
  • Basic monthly financial reports
  • Bank account & system setup
  • Vendor & expense tracking
  • Tax-ready books (CPA handoff)
CFO Advisory
For organizations with complexity or growth objectives
  • Everything in Full Finance Function
  • Board & leadership financial reporting
  • Grant tracking & compliance (nonprofits)
  • Multi-year financial planning
  • Strategic financial analysis
  • Banking & lender relationship support
  • Entity & corporate structure guidance
  • Audit management
A La Carte

One-Time Engagements

Some organizations need help with a specific project rather than ongoing support.

Financial System SetupQuickBooks, bank accounts, chart of accounts, payroll system
Books CleanupCatch-up reconciliation, historical cleanup, AR/AP aging
Audit ReadinessFinancial statement prep and auditor coordination
Budget BuildAnnual operating budget and variance tracking template

Not sure which tier fits? That's what the discovery call is for.

Who We Work With

Built for small and mid-size organizations that need real financial infrastructure.

We work with small and mid-size organizations. That's not a limitation — it's a specialty.

Our Clients

You probably look like one of these.

We've built our practice around three client profiles. Each has a version of the same core problem: the financial function is either missing, behind, or sitting on the owner's desk.

Nonprofits

Mission-Driven Organizations

You have a board that expects financial reports, a CPA doing your audit, and grant funding with restrictions — but no one running the day-to-day finance function between those touchpoints.

Grant compliance & restricted fund tracking
Board-ready financial reporting
Audit preparation without last-minute scrambles
Payroll & benefits administration
Professional Services

Consulting & Service Firms

You bill clients, pay contractors or employees, and run a lean operation. Finance work falls to the owner or an admin who was never trained for it. Things work until they don't.

Clean books & monthly P&L
Invoicing systems that actually get paid
Cash flow visibility
Expense & vendor management
Solo Practitioners

Lawyers, Physicians & Specialists

You're a highly paid professional spending hours on financial admin that has nothing to do with your expertise. Every hour in QuickBooks is an hour you're not billing.

Full financial function off your plate
Tax-ready books year-round
Entity structure & banking setup
Billing & collections support
The Common Thread

You're good at what you do. Let us take care of Finance.

RGW exists for organizations that have outgrown DIY finances but aren't ready — or don't need — a full-time hire. We bring the expertise without the overhead, and we stay as long as you need us.

About RGW

One firm. Complete coverage.

Results Group of Washington was built on a simple premise: small organizations deserve the same financial rigor as large ones — at a scale and cost that actually makes sense.

Our Story

Not a bookkeeper. Not just a strategist. Both.

Results Group of Washington was founded to fill a gap that most small organizations run into eventually: they've grown past doing their own books, but they don't need — or can't justify — a full-time CFO or controller.

The typical answer is piecemeal: a bookkeeper here, a CPA there, maybe a part-time controller. The problem is that nobody owns the whole function. Things fall through the cracks. Nobody is watching the cash. Nobody is telling leadership what the numbers actually mean.

We built RGW to be that single point of ownership. We handle everything from day-one infrastructure setup to monthly close to board reporting — as an embedded partner, not a drive-by consultant.

We work with nonprofits, professional services firms, and solo practitioners across Washington State and remotely across the country. Our clients are organizations that take their work seriously and want their finances to reflect that.

Josh has spent his career working with small and mid-size companies as an outsourced/fractional CFO and has worked with a wide array of businesses spanning Investment Managers to consultants to nonprofit organizations. What differentiates him from his competitors is his approach: each engagement is a relationship and not just transactional. Being able to foster this relationship in an outsourced role is the secret sauce — whether that is an ad-hoc request or a long-term contract.

How We Work

Flat retainers. No billing surprises.

You know exactly what you're paying every month. Scope is defined upfront, and we adjust it together as your needs change.

We own the function, not just the deliverable.

We don't hand you a report and leave. We stay in your systems, answer your questions, and flag things before they become problems.

Small and mid-size organization specialists.

Our expertise is built around the specific financial risks, constraints, and needs of growing organizations. We've worked across nonprofits, consulting firms, investment managers, and solo practitioners.

No long-term contracts.

We earn your business month to month. If it's not working, you can say so. We're confident enough in the value we deliver that we don't need to lock you in.

Relationships, not transactions.

Every engagement — whether a one-off project or a long-term retainer — is built on trust. We treat your organization the way we'd want ours treated: with urgency, honesty, and real accountability.

Available when it matters.

Ad-hoc questions, urgent requests, board prep the night before a meeting — we're accessible and responsive. That's what a real financial partner looks like.

Ready to hand off your entire finance function?

Get in Touch

Let's talk about your organization.

The first conversation is free and takes about 30 minutes. We'll ask about where your finances stand today, where the gaps are, and whether RGW is a fit. No pressure, no pitch deck.

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Washington State (serving clients locally and remotely)
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Typical response within one business day
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Discovery calls available Monday–Friday
What to expect on the call
We'll ask about your organization size, current financial setup, what's working and what isn't. By the end of 30 minutes, we'll tell you honestly whether we're a fit — and if we are, what a scope and retainer might look like.

Send us a message

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