Building an INHERITANCE that last GENERATIONS.

As your fractional CFO, we bring strategic financial leadership that helps you grow with clarity and confidence. Our focus is on building a strong financial foundation so your business can scale sustainably and create a legacy for the future

WHAT WE DO AND HOW WE CAN HELP YOU GROW.

  • INDIVIDUALS AND FAMILIES

    • FINANCIAL GOAL SETTING

    • BUDGETING ASSISTANCE AND ACCOUNTABILITY

    • TAX PREPARATION & FILING

  • BUSINESS OWNERS

    • BUSINESS ENTITY SETUP CONSULTATION

    • ESTABLISH POLICIES & PROCEDURES

    • ACCOUNTING SOFTWARE SETUP

    • BUDGETING ASSISTANCE AND ACCOUNTABILITY

    • TAX PREPARATION & FILING

  • ENTREPRENEURS

    • FINANCIAL OVERVIEW OF MULTIPLE BUSINESS FINANCES

    • BUSINESS ENTITY SETUP CONSULTATION

    • ACCOUNTING SOFTWARE SETUP

    • BUDGETING ASSISTANCE AND ACCOUNTABILITY

    • TAX PREPARATION & FILING

  • NON PROFIT

    • SPECIALIZE IN WORKING WITH GIVING PLATFORMS

    • BUSINESS ENTITY SETUP CONSULTATION

    • ACCOUNTING SOFTWARE SETUP

    • BUDGETING ASSISTANCE AND ACCOUNTABILITY

    • TAX PREPARATION & FILING

what we VALUE

EXCELLENCE:

  • WE STRIVE TO EXCEED EXPECTATIONS BY WORKING TO PROVIDE CUSTOM SOLUTIONS TO ENCOURAGE GROWTH AND CONSISTENCY BEYOND THE NUMBERS.

STEWARDSHIP:

  • OUR PRIMARY OBJECTIVE IS TO VIEW EACH CLIENT’S BUSINESS WITH A STEWARDSHIP MENTALITY WHICH LOOKS BEYOND PROFIT MARGINS AS A MEASUREMENT OF THE BUSINESS FINANCIAL HEALTH.

AUTHENTICITY:

  • WE TAKE RESPONSIBILITY FOR OUR WORK AND FOLLOW THROUGH ON OUR COMMITMENTS BY LISTENING TO THE NEEDS AND ACT WITH INTEGRITY TO SUPPORT REACHING YOUR GOALS.

TEAMWORK:

  • WE STRIVE TO COME ALONGSIDE BUSINESS OWNERS BY BUILDING INTENTIONAL RELATIONSHIPS BY PUTTING YOUR NEEDS FIRST AND TREAT EVERY CLIENT WITH RESPECT.

HEALTH:

  • WE VALUE MARRIAGE AND FAMILY RELATIONSHIPS AND SEEK TO PUT PERSONAL HEALTH ABOVE PROFIT MARGINS, IN ORDER TO ACHIEVE LASTING EFFECTIVENESS FOR GENERATIONS TO COME.

Our goal -

to support business owners by ensuring consistent oversight of daily, weekly, and monthly financial operations—allowing you to focus on strategic growth and effective management. As a fractional CFO, we provide high-level financial leadership and insight without the full-time cost, helping you make informed decisions, improve profitability, and plan confidently for the future.

Accounting goes beyond tracking income and expenses; it’s about providing ongoing financial oversight to allow business owners to focus on growth. We partner with CPAs, attorneys, and tax professionals to ensure businesses have up-to-date records and effective financial strategies, empowering owners to make informed decisions.

For new business owners, there’s often a gap before a full-time accountant is needed. Inherit Financial bridges this gap, offering regular financial support that prepares businesses for the future. As your business grows, we help integrate and support your in-house accounting team, ensuring a seamless transition and continued financial efficiency.

Barnabas Chapman founded Inherit Financial to provide tailored solutions that go beyond traditional accounting and tax services. With 15 years of experience as a controller across various industries, he applies his diverse expertise to meet each client’s unique needs. Barnabas is dedicated to working with business owners who excel in their fields, helping them achieve growth and success..

Inherit Financial was established with the mission to offer personalized financial consulting that supports business owners in fostering growth and securing a legacy for future generations.

why inherit financial

Building a lasting legacy is more than a profitable business, it requires the mindset of a steward rather than an owner. A stewardship mindset understands that what we manage well today will benefit future generations.

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WE LOOK FORWARD TO MEETING YOU…

When you come into the land that the Lord your God is giving you for an inheritance and have taken possession of it and live in it, you shall take some of the first of all the fruit of the ground, which you harvest from your land that the Lord your God is giving you, and you shall put it in a basket, and you shall go to the place that the Lord your God will choose, to make his name to dwell there.

DEUTERONOMY 26:1-2