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A CFO who already speaks your industry's numbers.
You should not spend the first month teaching your CFO how your business makes money. Bring NRR, contribution margin, utilization, or job costing, and the principal already knows what good looks like in your category before the first call ends. The real work starts at meeting two.
Your business runs on its own numbers. Start there.
Skip the generic three statements. Here is the metric set the principal builds first for each model, and what it changes for you.
SaaS & Tech
See NRR, CAC payback, and the Rule of 40 on one dashboard. Know your runway to the week and what moves it. Hand investors a model that survives diligence instead of one you patch the night before.
Ecommerce & Consumer
See contribution margin by SKU after fulfillment, so you cut the losers and pour spend into the winners. Watch the cash conversion cycle as you scale, and stop inventory bets from quietly draining the account.
Marketing & Creative Agencies
Get real profitability by client and by service, so you fire the accounts that lose money and price the next ones right. Tie utilization and effective rate back to margin, and read lumpy revenue without guessing where you stand.
Professional Services & Trades
Get job costing and WIP that show which jobs and which crews actually make money, so you bid with confidence and stop eating overruns. Plan the season's cash so the slow months do not force a spring draw on the credit line.
No stock playbook. The work starts in how you actually make money.
First the principal learns how your business earns: which numbers move it, and which only look like they do. Nothing gets prescribed before that is clear. And if yours is not an industry the principal can genuinely help, you hear it on the first call, with a pointer to someone better.
- You will not spend month one teaching anyone your model.The principal speaks its native metrics from day one, so the real conversation starts at the second meeting.
- Your first deliverable is a written read on your numbers.Diagnosis before any prescription. It is yours to keep: a plain account of your cash, your close, and the one number your industry tends to hide.
Tell us your model. We will tell you the number you are flying blind on.
Free. About 30 minutes, in your industry's own language. You talk to the CFO, not a sales rep, and you walk away with a written takeaway whether or not you hire us.