Fractional Integrator Services
Organize, connect, and simplify the business and finances behind your work.
New Vision Solutions works with service based businesses, business owners with complex financial lives, and families who want their finances handled with care. We bring order to the systems, vendors, and money behind the work, so you can focus on what you do best.
M.S. FINANCE, UNIVERSITY OF CINCINNATI ◆ FINANCIAL SERVICES BACKGROUND ◆ BASED IN CINCINNATI
What a Fractional Integrator does
Most businesses and households are built one piece at a time. A new software here, a new vendor there, a bank account opened for one reason years ago. Over time those pieces stop working together, and you become the only one who knows how it all fits.
A Fractional Integrator connects those pieces. We review how your money, systems, and vendors actually work today, build one source of truth, and stay involved as much or as little as you need.
For business owners
How we organize your business
For service based businesses and owners whose business and personal finances have grown complicated.
Financial Operations Review
A close look at your P&L so you can trust the numbers you make decisions with.
Payroll and Recordkeeping Review
Confirming your payroll settings are correct and your records are compliant.
Critical Vendors and Access
A clear record of who you depend on and who holds the keys to each account.
Ongoing Operations Reviews
Regular check-ins on margins and process that have added efficiency and profitability for retainer clients.
Chart of Accounts and Classification
Every transaction categorized the same way, every time.
System Conversions and Automation
Moving you to better tools and automating the steps that should run on their own.
Vendor Coordination
One point of contact for your bookkeeper, CPA, and insurance providers.
Exit Readiness
Getting your operations ready for a buyer if you plan to sell in the next 24 months.
For families and individuals
Your personal finances, handled with care
The same family office discipline, brought to your household.
Daily Money Management
Monthly bill pay with the support you choose around it.
→ Bill pay and payment tracking
→ Insurance policy tracking
→ Mail and document management
→ Fraud monitoring
→ CPA and vendor coordination
Family Office Services
Your full financial picture in one place, with your advisors working from the same information.
→ A personal financial picture of every account and payment
→ Estate planning readiness
→ CPA coordination at tax time
→ Sourcing trusted providers for tax, investments, insurance, and real estate
Why clients choose NVS
Financial Services Background
Experience advising small businesses on commodity risk management and running operations for a wealth management firm, where accuracy and compliance are expected every day.
Support That Fits
Start with a defined project and add ongoing help only if it makes sense for you.
Discretion and Clear Communication
Your financial information stays private, and you always know what we’re working on and why.
Personal and Direct
You work with us directly, not a rotating team, in person or virtually.
Signs you need a Fractional Integrator
You may be ready if any of these sound familiar:
→ You don’t fully trust your P&L.
→ Your software and accounts don’t talk to each other.
→ Only one person knows the logins to critical accounts.
→ Your business and personal finances have become hard to keep straight.
→ You’re not sure which bills are on autopay and which come in the mail.
If you checked even one, it’s worth a conversation.
One source of truth for your business and your money.
How a business engagement works
Most clients start with the Audit. Each step has a written scope, so you know exactly what you’re getting before we begin.
STEP 1 · 30 DAYS
Operations Foundation Audit
A full review of your finances, systems, payroll settings, and vendors, with written findings and a roadmap.
STEP 2 · 90 DAYS
Infrastructure Build-Out
A focused Integration Sprint that puts the roadmap into place: cleanup, conversions, automation, and vendor access.
STEP 3 · ONGOING
Fractional Integrator Partnership
A monthly retainer where we stay on as your operations partner and keep everything running smoothly.
Interested in working together?
Here are a few questions we hear often.
What is a Fractional Integrator?
A part time operations partner who connects your finances, systems, and vendors into one way of working, without the cost of a full time hire.
Who do you work with?
Service based businesses, business owners whose finances have grown complex, and families and individuals who want help managing their money.
What is Daily Money Management?
Ongoing help with the monthly side of your personal finances: paying bills, tracking insurance, managing mail and documents, and watching for fraud.
How do we get started?
Book a 30 minute Discovery Call. We’ll talk through what’s going on and you’ll leave with a clear next step, whether or not that means working with us.
Lindsay Fager
Founder and Fractional Integrator
Lindsay built her career in financial services, from advising small businesses on commodity risk management to running operations, compliance, and client service at a registered investment advisor serving high net worth families. She started New Vision Solutions to bring that standard of care to business owners and families.
GET THE BACK OFFICE OUT OF YOUR WAY SO YOU CAN GET BACK TO THE WORK YOU LOVE.
Come as you are, with the messy spreadsheet, the stack of mail, or the system nobody understands. We’ll sort it out together.
Strategy. Systems. Service.
