HVG
Hudson Valley Growth AdvisoryFull-Time Finance. Part-Time Cost.
Beacon, NY — Serving the Hudson Valley

Full-Time Finance. Part-Time Cost.

Your financial goals deserve more than a bookkeeper and less than a $300K CFO. I bridge that gap — bringing 15+ years of real financial leadership directly to your business, at a cost that actually makes sense.

Where your financial goals meet reality.

Book a free 20-min call See pricing
Stephanie Batson, founder of Hudson Valley Growth Advisory
Stephanie BatsonFounder & Advisor
Ref
What you get
Starts at
01
Monthly bookkeeping, close & reconciliation
$800/mo
02
Controller — close management, reporting, controls
$2,500/mo
03
Fractional CFO — forecasting, fundraising & growth strategy
$4,500/mo
OT-1
Business Startup & Compliance Setup — one-time
From $1,200
OT-2
Systems & ERP Implementation — one-time
Custom quote
01 — Why Hudson Valley Growth Advisory

Most options here are a faceless agency or a diluted generalist. This isn't either.

The financial leadership your business needs, at a cost that doesn't require a full-time hire.

What else is out there

  • National "outsourced CFO" firms with rotating staff and no local presence
  • Pricing hidden behind a "contact us" form
  • Generic template websites, last updated years ago
  • Local providers who split focus across business, household, and eldercare finance
  • You never know who you're actually getting
  • AI tools with no human judgment behind them
  • Cookie-cutter services that don't adapt to your industry

Working with me

  • One dedicated person — 15+ years running finance for growing companies, based right here in Beacon
  • Pricing posted upfront, no runaround
  • Singular focus: growing your business, full stop
  • You get me on calls, not a rotating account team
  • No ego, no power moves — just direct help and someone who genuinely wants your business to grow
  • AI-augmented workflows for faster turnaround — the thinking is still mine, not a bot's
  • Direct answers, on your schedule, no jargon
  • Month-to-month — no long-term contract required to get started
02 — The Advisor

I've spent 15+ years in the seat you're trying to avoid hiring for full-time.

I'm Stephanie Batson. For 15+ years I've worked as a Controller and accounting leader — running full-scope, multi-entity financial operations across SaaS, e-commerce, healthcare, retail, and manufacturing.

I've closed the books for a $50M+ GMV technology platform across six entities in the US and Canada, alone. I've directed finance for a $30M private equity portfolio spanning 18 e-commerce companies, two retail pharmacies, and a manufacturing facility — leading a team of five. I've delivered outsourced close and reporting for 30+ SaaS clients at once, leading a team of eight. I've been the Controller who walks into a growth-stage company, finds the mess, and fixes it.

I know what it looks like when a small business outgrows its bookkeeping but isn't ready for a full finance department. That gap is exactly where I work — with the systems knowledge (Sage Intacct, NetSuite, QuickBooks, ADP, Ramp) and the track record to prove it.

Stephanie Batson
Beacon, NY
BasedBeacon, NY
Experience15+ years, multi-entity finance
Largest portfolio managed$50M+ GMV, 6 entities
Largest team led8 accounting professionals
SystemsSage Intacct, NetSuite, QuickBooks, ADP
AvailabilityNow booking — limited slots

"No ego, no power moves. I show up, do the work, and tell you the truth about your numbers — because I actually care whether your business gets where you're trying to go."

— Stephanie
Serving
BeaconCold SpringFishkillNewburgh PoughkeepsieWappingers FallsNew PaltzKingston RhinebeckPeekskilland remote nationwide
03 — The Track Record

Real problems I've solved — and what that means for you.

If close takes forever
Close speed

I've cut a two-week close down to less than one

Rebuilt the reconciliation and consolidation process for a multi-entity organization, halving the close timeline without losing entity-level detail. If your team is still waiting on numbers two weeks into the month, that's a process problem — one I know how to fix.

For you: faster, more trustworthy monthly numbers, on a schedule you can plan around.
If payroll eats your week
Payroll efficiency

I've turned a 3-day payroll close into an afternoon

Redesigned the workflow between payroll and accounting systems so approvals and journal entries stop being a bottleneck. If payroll currently swallows days of someone's time every cycle, that's fixable.

For you: hours back every pay period, with better documentation to show for it.
If money's slipping through the cracks
Cash & tax recovery

I've recovered five figures in overlooked cash and stopped a tax problem before it grew

Found and fixed billing and collection gaps that had let $19K+ in receivables pile up uncollected, and separately resolved a multi-state tax exposure issue — recovering $16K through a penalty abatement — before it became a bigger problem. Most businesses have money like this sitting unclaimed; they just don't know where to look.

For you: real cash back in the business, and one less compliance risk keeping you up at night.
If costs feel out of control
Cost discipline

I've cut $300K+ in annual costs without cutting corners

Implemented spend controls and renegotiated vendor contracts (a 10% supply cost reduction) that meaningfully reduced operating expenses and improved annual cash flow by roughly $138K — the kind of savings you can trace line by line, not vague "efficiency" claims.

For you: a clear-eyed look at where your money's actually going, and a plan to tighten it.
If you're scaling fast
Growth & integration

I've run finance across a multi-company, $30M portfolio without losing control of the numbers

Directed financial operations across more than a dozen companies in different industries at once, including converting a newly acquired business onto proper accrual accounting in 90 days. Growth breaks finance functions that weren't built for it — I've been the person who rebuilds them mid-flight.

For you: financial infrastructure that scales with you instead of becoming the bottleneck.
04 — Line Items

Five ways to bring in real financial leadership.

01

Bookkeeping

Monthly reconciliations, AP/AR management, categorization, and clean, accurate books — delivered on a schedule, not "whenever." Built for businesses that need reliable numbers to run on.

From $800/mo
02

Controller Services

Full close management, financial reporting, internal controls, payroll oversight, and compliance — the function that catches problems before they become expensive ones. Ideal for companies past startup chaos but not ready for a full-time hire. I don't file your taxes, but I keep your books tax-ready year-round and coordinate directly with your CPA so nothing gets missed at filing time.

From $2,500/mo
03

Fractional CFO

Forecasting, cash flow strategy, growth planning, and financial decision support — a strategic partner in the room when it matters, without the full-time salary and equity. Includes fundraising and investor-readiness support (financial models, data rooms) and M&A / due-diligence support if you're buying, selling, or raising.

From $4,500/mo
04

Business Startup & Compliance Setup

Starting a business means entity formation guidance, EIN registration, a real bookkeeping system, and a compliance checklist tailored to your entity type and state — done right from day one instead of untangled later. I set up your chart of accounts and financial infrastructure, and coordinate with an attorney where formal legal filing is needed.

One-time, from $1,200
05

Systems & ERP Implementation

Outgrown spreadsheets or basic QuickBooks? I handle migrations to platforms like NetSuite or Sage Intacct — chart of accounts design, historical data migration, and workflow setup — so the switch doesn't disrupt the business while it happens.

One-time, custom quote
05 — The Ledger

Flat monthly retainers. No surprise invoices.

Tier 01

Bookkeeping

$800/mo
  • Monthly reconciliation
  • AP/AR management
  • Categorization & cleanup
  • Monthly financial statements
Get started
Tier 02 — Most common fit

Controller

$2,500/mo
  • Everything in Bookkeeping
  • Full close management
  • Internal controls & compliance
  • Payroll oversight
  • Lender/investor-ready reporting
  • Tax season coordination with your CPA
  • Monthly KPI dashboard
Get started
Tier 03

Fractional CFO

$4,500/mo
  • Everything in Controller
  • Cash flow forecasting
  • Growth & strategic planning
  • Investor/board reporting
  • Fundraising & M&A support
Get started
Ref
One-time engagement
Price
OT-1
Business Startup & Compliance Setup — entity guidance, EIN, bookkeeping system, compliance checklist
From $1,200
OT-2
Systems & ERP Implementation — QuickBooks to NetSuite/Sage Intacct migration
Custom quote
Before You Call

Questions clients ask before they hire me.

What does the first 90 days actually look like?

The first month is about getting current: access to your systems, a full review of your books, identifying the gaps that are costing you the most, and getting close and reporting on a proper schedule. Month two is about fixing the right things in the right order — not everything at once. By month three, you have clean, reliable numbers on a schedule you can plan around, and we're working on what's next for the business. Most clients say the biggest change isn't what I fixed — it's that they stopped dreading the financial conversation.

Do I need a bookkeeper, a Controller, or a CFO?

Here's the honest answer: most small businesses need a Controller before they need a CFO. A bookkeeper records what happened. A Controller makes sure those records are accurate, reconciled, and useful. A CFO uses those numbers to make strategic decisions. If you don't trust your monthly numbers, start with Controller services — that's the foundation everything else builds on. I'll tell you exactly where you are on the first call.

What if I already have a bookkeeper?

Great — keep them. I work above the bookkeeping layer: reviewing their work, closing the books properly, building out the reporting you actually need, and making sure nothing falls through the cracks at tax time. You get the combination of someone handling the day-to-day and a senior finance leader reviewing everything. That's usually the right setup for a growing business.

Do you handle taxes?

No — and I'll tell you upfront so there's no confusion. Tax filing is a licensed CPA function. What I do is keep your books tax-ready year-round and coordinate directly with your CPA at filing time so there are no surprises and no scrambling. If you don't have a CPA, I can help you find one.

What industries do you work with?

I've run finance across SaaS, e-commerce, healthcare, retail, and manufacturing — so I'm comfortable with most small business models. What matters more than industry is business stage: I work best with companies that have outgrown basic bookkeeping but aren't ready to hire a full-time finance person. If you're not sure whether that's you, the free 20-minute call will answer it.

What does this cost, and what do I get for it?

Bookkeeping starts at $800/mo. Controller services start at $2,500/mo. Fractional CFO starts at $4,500/mo. Flat monthly retainers — no hourly surprises, no "that's out of scope" for things that are clearly in scope. You get direct access to me, not a team of people you've never met. Pricing is posted publicly on this site because I think hiding it behind a contact form wastes everyone's time.

06 — Open an Account

Full-time finance starts with a 20-minute call.

No pitch deck. Tell me what's standing between your business and where you want it to be — and I'll tell you honestly whether I can close that gap.

Book a free call Send an email

(845) 859-0414  ·  stephanie@hudsonvalleygrowthadvisory.com

No long-term contract required  ·  Month-to-month  ·  Flat pricing, no surprises  ·  Beacon, NY