AI-enabled fractional CFO and COO
Fractional CFO and COO leadership, built to run on AI.
Senior finance and operations leadership for owner-led businesses from $1M to $20M, from a Sarasota team that runs its own firm on AI.
There is no minimum commitment beyond a month-to-month retainer.
Co-founded by Ben and Erin Wagner in Sarasota, Florida. Ben Wagner was nominated for CFO of the Year by the Tampa Bay Business Journal.
Why LiNQ
Senior finance judgment. AI doing the routine work. One team accountable for both.
Most owners hire a finance lead and an AI consultant separately, then pay twice for the handoff. LiNQ is a fractional CFO and COO firm and an AI implementation advisory firm in one, so the numbers and the automation are designed together.
What we do
Three ways to work with LiNQ
Start where the pain is. Most clients begin with one and add the other within a year.
Fractional CFO and COO
Cash flow forecasting, monthly reporting, budgets, lender and board preparation, and a senior partner for big decisions, on a monthly retainer instead of a $200,000 hire.
AI implementation
A readiness assessment, tool selection, workflow build, training, and AI governance, scoped in 90-day phases with a pilot scorecard.
Start with the book
What the Heck Is AI? is the plain-English starting point for owners who want AI to earn its keep.
Also available: board advisory, keynote speaking, and the 90-day Owner Advisory Intensive. Selling a business? That is handled by BRiNQ Ventures.
How it works
Measured in 90-day phases
You see a written deliverable list before any fee is set, and a scorecard at the end of each phase.
01
Assess
We map how your finance and operations work today and find where better numbers or AI save real time or money.
02
Design
We set the reporting, forecast, and AI workflow plan, with written rules for which tools touch which data.
03
Build and run
We build it with your team, run the finance function, and train people on the new workflows.
04
Measure
A pilot scorecard shows what the phase returned, so you decide on the next phase with facts.
AI governance
We run our own firm on AI under written rules. We install the same rules in yours.
Separate lanes
Private client work and public work never share a tool.
Approval first
Agents need approval before acting on anything sensitive.
Weekly review
A weekly review checks what ran and what failed.
Selected work
Client results, publishing soon
We describe our work without client names, and we publish an example only after the client approves it and the numbers are checked.
Who we work with
Built for owner-led businesses from $1M to $20M
Outgrown bookkeeping
You have a bookkeeper and a CPA but no one leading cash, forecasting, and reporting.
AI instead of the next hire
You want AI doing routine work before you add headcount.
A change ahead
You are growing, restructuring, or preparing for a change in leadership or ownership.
An owner who decides
Someone can make the calls and will stay involved while things change.
What we do not do
- Tax preparation, tax advice, audits, reviews, compilations, or other attest work. We work alongside your CPA.
- Bookkeeping.
- Brokering business sales. That is BRiNQ Ventures.
Based in Sarasota, serving clients nationwide.
Engagements
Clear scope, clear fees
Every engagement starts with a scoped assessment and a written deliverable list.
AI implementation
By proposal after a scoped assessment
- Readiness assessment
- Workflow build and training
- AI policy and governance
- 90-day pilot scorecard
Fractional CFO and COO
Typically $3,500 to $10,000 per month
- About 10 to 20 hours per month
- Cash flow forecasting and reporting
- Budgets, lender and board preparation
- Month-to-month retainer
Owner Advisory Intensive
By proposal after a scoped assessment
- 90 days
- Direct access to Ben and Erin
- A clear plan for one big decision
Who we are
Built by finance leaders, for owners
Ben Wagner brings 20+ years of CFO, private equity, and consulting experience. Erin Wagner built FP&A functions at large enterprises. Together they bring institutional finance discipline and practical AI to owner-led businesses.
All LiNQ Ventures team members are independent contractors.
“Very high business IQ and intelligence. Highly recommend!”
Glenn Walters Jr
Ben Wagner was nominated for CFO of the Year by the Tampa Bay Business Journal.
Insights
Plain-English notes on finance and AI
AI Agents for Small Business: The One Rule That Keeps Client Data Safe
How to let AI agents do real work without putting client data at risk.
ReadAI Consulting for Small Business: What It Is, When You Need It, and How to Measure ROI
A CFO-grounded view of what AI consulting covers, when to hire, and how to measure the return.
ReadFractional CFO vs. Full-Time CFO: Which One Does Your Business Need?
What each costs, what they actually do, and which model fits your business right now.
ReadQuestions
Questions about LiNQ Ventures
Is LiNQ Ventures a CPA firm?
No. LiNQ Ventures is an advisory firm, not a CPA firm. We do not prepare tax returns, give tax advice, or perform audits, reviews, compilations, or any other attest services. We work alongside your CPA and bookkeeper.
Who is the best fit for LiNQ Ventures?
Owner-led businesses with roughly $1M to $20M in revenue that have outgrown bookkeeping-only finance, want AI doing routine work instead of new hires, or are preparing for a change in leadership or ownership. We work with clients nationwide from our base in Sarasota, Florida.
Does LiNQ Ventures help sell businesses?
No. LiNQ does not broker business sales. Exit advisory and brokerage are handled by BRiNQ Ventures (brinqventures.com), a separate firm whose broker of record is Florida Business Opportunities, Inc. LiNQ refers clients when a transition involves a sale.
Is LiNQ Ventures a venture capital firm?
No. LiNQ Ventures is an advisory firm. It does not raise or deploy investment funds. Third-party directory listings describing LiNQ as a venture capital or DeFi investor are outdated.
Get started
Ready for a CFO without the full-time hire?
Book a 30-minute call. We reply within one business day, and the first step is always a scoped assessment.
941.914.1766 | ben@linqventures.com | Sarasota, Florida