Services
Fractional CFO and AI Services
We help business owners build stronger financials, prepare for a change in ownership, and put AI to work in their operations. No jargon, no fluff; just the financial clarity and strategic guidance you need to grow and transition on your terms.
Fractional CFO
Financial leadership
Discovery Call
A 30-minute conversation about where your business is and what is getting in the way. We talk through your numbers, your operations, and whether fractional CFO support or AI implementation would pay for itself.
No pitch. If we are not the right fit, we will tell you and point you to someone who is.
Financial Reporting and Dashboards
CFO-level reporting built for decisions, not compliance. We design the monthly package an owner actually needs: cash position, margin by line, the handful of KPIs that drive the business, and a short read on what changed and why.
We work alongside your bookkeeper and CPA. We do not replace them, and we are not a bookkeeping service.
Fractional CFO Retainer
Senior financial leadership on a monthly retainer, typically 10 to 20 hours per month, scoped to what the business needs. Cash flow forecasting, budgets, lender and board relations, and a thought partner on the decisions that matter.
Built for owner-led businesses between $1M and $25M in revenue.
AI implementation
AI and advisory
AI Readiness Assessment
Clarity before cost. ROI before tools.
Most businesses don't fail at AI because the technology doesn't work. They fail because they start in the wrong place, automate the wrong things, or buy tools before they have the data, processes, or leadership alignment to support them.
The assessment answers one question: where should we use AI to improve cash flow, margins, and decision-making right now?
AI Implementation
Once the assessment tells us where AI will pay for itself, we build it: tool selection, workflow design, integration with the systems you already run, and training for the people who will use it.
Scoped in 90-day increments so you can measure the return before you commit to the next phase.
Board Advisory and Speaking
For owners who want a finance-minded advisor in the room: board and advisory board seats, executive coaching on the numbers, and keynote or workshop sessions on practical AI and finance for operators.
Ben and Erin Wagner co-authored two books on applied AI for business and speak to owner groups, associations, and leadership teams.
Exit advisory
Thinking about selling your business? That is BRiNQ’s work, not ours.
LiNQ Ventures, LLC is an advisory firm, not a CPA firm. We do not provide tax preparation, tax advice, audit, review, compilation, or other attest services, and we do not broker business sales. Business brokerage is provided by BRiNQ Ventures, whose broker of record is Florida Business Opportunities, Inc.