Executive financial guidance, without the full-time CFO.
Get the strategic insight of a Chief Financial Officer without the six-figure salary commitment. We work with you on forecasting, KPIs and profitability, so growth is planned rather than hoped for.
Free and confidential. No obligation.
CPA Led-Firm
Licensed tax attorney on the team
25+ years executive tax and CFO experience
BBB A+ accredited
Phase 2: Strategic Vision:
(Current Budget, Strategic Goals, Organizational Chart & Key Personnel.)
WHEN IT'S TIME
Signs your business has outgrown bookkeeping alone.
You're profitable on paper but tight on cash
You need a forecast that shows what's coming, not just what happened.
You're growing faster than your systems
Hiring, pricing and spending decisions need numbers you can trust.
Lenders, partners or a board want reporting
You need board-ready financials and a clear budget.
You're planning a sale or an exit
Profitability, pricing and risk all affect what your business is worth.
CFO PLANS
Choose the level of guidance you need.
Each plan builds on the one before it.
Not sure which fits? We'll recommend one in your free strategy session.
GETTING STARTED
Every engagement starts with a structured assessment.
It helps us understand your business quickly and get the most from your monthly investment. Having these ready makes the first weeks count.
PHASE 1
Financial and legal access
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Historical financial statements
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Access to your financial systems
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Tax returns
PHASE 2
Strategic vision
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Current budget
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Strategic goals
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Organizational chart and key personnel
