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Shoreline CFO

Fractional CFO Services tailored just for you.

Providing small to mid-market businesses  comprehensive financial advisory services to help you make informed financial decisions.

Do you need a Fractional CFO?

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Running a business isn’t easy, and I get it.
 
A lot of companies face:
  • Feeling uncertain about profits or cash flow and not knowing where it’s going wrong.
  • Hitting a growth ceiling, but not quite sure why things aren't moving forward.
  • Struggling to make confident, data-backed financial decisions.
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That’s where a Shoreline CFO can make a difference!
 
Together, we’ll:
  • Take control of your cash flow and improve your margins.
  • Make decisions that are backed by the numbers—no more guesswork.
  • Unlock the strategies to help you grow and scale sustainably.​​​​
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Our Services

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Monthly Financial Analysis

Most CPA firms review your financials three to six months after your year-end date. At Shoreline CFO, we analyze and review your financials monthly WITH YOU. No more surprises. 

Analytics

Monthly Forecasting

Tired of "rear view mirror" accounting or bookkeeping conversations? Our forecasting services provide insight into the future outlooks and planning accordingly. 

Colleagues Working Together

Financial Strategy

You have your financials. Bookkeeping is solid. Now what? Setting and monitoring our financial goals and strategy can help us better manage and make decisions with the big picture in mind. 

Learning to use smartphone

On-Demand CFO Support

As a trusted member of your team, I’m here whenever you need me—whether it’s a quick question or a critical decision. Call or email anytime, and I’ll provide the clarity and support you need to move forward with confidence.

About

Hi, I’m Jonathan Brassell, the founder of Shoreline CFO.
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After spending 8 years in public accounting as an auditor, I’ve worked with small to mid-size businesses, helping them achieve financial clarity and make smarter financial decisions. My passion is providing real time value to clients and supporting them through their financial journey.
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At Shoreline CFO, I focus on building strong relationships and offering reliable financial guidance. I want to be more than just an advisor—I aim to be a trusted part of your team, helping you navigate challenges and achieve your goals with confidence.
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Let’s connect and talk about how I can help you take control of your business finances. Schedule a free consultation today!
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Get in touch

Have inquiries? Contact us for assistance. We are here to support you. Reach out to Shoreline CFO today.

Email

Phone

850-585-8024

Contact Information

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