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Diagnose before we prescribe.
You do not need another vague, open-ended retainer. You need to know exactly what changes and when. It starts by reading your numbers honestly, puts the financial foundations in place, and settles into a rhythm you can count on month after month. Here is how that works.
Four steps from blind spots to clarity.
A free conversation
Tell the CFO where you are headed and what is keeping you up at night. Thirty minutes, no obligation. You leave knowing whether a fractional CFO can move the needle for you, and whether now is the right time.
An honest read of your numbers
The CFO reads your cash, your close, and your margins before changing a thing. You get a clear picture of what is working, what is quietly bleeding, and what to fix first. Diagnose before we prescribe.
The foundations put in place
A clean monthly close, a cash flow forecast, and a dashboard of your key numbers, all up and running. You stop guessing at runway and start seeing it to the week.
A CFO in your corner
From there it settles into a steady cadence of reporting, forecasting, and decision meetings, sized to your stage. You walk into every board meeting, raise, and hard call with the numbers behind you.
Never wonder where the business stands.
- Statements with plain-English commentary.Not just the numbers. Why actuals missed or beat plan, and the one or two things to do about it.
- A rolling cash flow forecast.You always know whether payroll, taxes, and the next growth bet are covered, and how many months of runway you have left.
- A dashboard of your key numbers.The same view your board sees, so you are never surprised in your own meeting.
- A decision meeting that earns its place.The real calls get made, with an agenda set ahead so no one walks in cold.
Keep your bookkeeper, your controller, and your CPA. You gain a senior CFO who sits above them and turns their work into decisions.
- We work in your stack.QuickBooks Online, NetSuite, Xero, or whatever is right for your stage. We meet your data where it lives, not force a migration.
- Independent by design.No software resale, no kickbacks, no product we are quietly steering you toward. The only incentive is doing right by the engagement.
- Your data stays yours.Every model, dashboard, and memo is built in your accounts and handed to you. Nothing of yours walks out the door.
What founders ask before the first call.
See your numbers clearly, starting with one call.
Tell the CFO where you are and what you are trying to do. You leave with a straight read on what a fractional CFO would change for you. Free. About 30 minutes. No obligation.