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 ‪(919) 408-7137‬

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20+ Years of Experience Helping Startups & Growing Companies Succeed

Smart Financial Solutions for Small Business Growth

Trusted consulting, bookkeeping, and financing solutions tailored for your business growth.

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aBOUT ME

Fares Khalidi is a highly experienced finance and business strategy expert with over 20 years of success helping companies—from early-stage startups to $200M enterprises—achieve sustainable growth. His career spans multiple industries and business models, giving him a broad, practical perspective on what it takes to succeed.

As a former franchise owner and the founder of several ventures, Fares brings a unique blend of corporate strategy and real-world entrepreneurial experience. He deeply understands the pressures small businesses face daily—from managing cash flow and forecasting growth to building efficient systems and scaling operations.

Fares is passionate about empowering business owners with the same level of insight and tools used by Fortune 500 companies, tailored specifically for small and mid-sized businesses.

Business Consulting Services Provided

We provide expert support to help businesses run smarter, scale faster, and achieve lasting success:

Fractional CFO

CFO-level strategy, built for small business reality

Insightful analysis to support pricing, expansion, and operational decisions

Streamline operations using Six Sigma and Kaizen principles to reduce costs and boost efficiency

Identify and track the right metrics to monitor business health and growth

Advice on promotional activities and product or service margin analysis

Support from launch to growth — covering finances, marketing, and operations.

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Experts

Human-focused

Innovative

Business Consulting Research

Hands-On Strategy & Support

Custom strategies to improve efficiency, plan finances, and scale smartly. Services include

What We Offer :

Market and Product research

AI feasibility and Practicality

Startup Business plans and studies

Financial visibilty, opportunity, and risks

Fractional CFO Services

Cash Flow Visibility & Runway Planning

Most small businesses fail due to cash surprises, not lack of profit. A simple, forward-looking view of how much cash your business truly has - and how long it will last.

A monthly breakdown of what's really happening in your business - beyond just revenue.

A review of whether you're charging enough - and earning what you think you are. Make sure that you have built in all the relevant costs to price properly, and that you have an effective discount strategy that accomplishes your goals.

Financial guidance before you make major growth decisions like hiring or expansion. It turns growth from risky to intentional.

A forward-looking financial model showing where your business is headed. It helps you plan instead of react.

A simple set of key metrics that show you how your business is performing in real time. It helps you see what's working and what's not.

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  • Seperate your business expenses from personal

  • Know your costs

  • Understand your market

  • Know where you are spending your time

  • Generate your P&L to understand how to reduce costs and generate revenue

  • Track your inventory

Small Business Corner

Bookkeeping Services

Accurate Bookkeeping, Made Simple

Stay organized and in control of your business finances with reliable, stress-free bookkeeping.

We provide :

Clear monthly reports

Easy, cloud-based access

Expense tracking & reconciliation

Tax-ready financials

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Contact us

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