Your part-time CFO — running your finance strategy alongside your team.
Framework to pinpoint missing controls, redundant processes, or compliance risk — making you audit-ready.
Designing the reporting infrastructure and FP&A cadence that let you trust the numbers and plan ahead with confidence.
An operating budget you actually use, budget-versus-actual reviews, and spending guardrails that protect your runway.
Data-driven plans for growth, pricing, new locations, or product lines — with realistic revenue assumptions you can defend.
Investor-ready financials, pitch-deck numbers, lender materials, SBA and bank loan preparation, and support through due diligence.
Key performance indicators that matter for your business.
Compliance policies across heavy CapEx capitalization rules, lease accounting, and revenue recognition, ensuring institutional audit readiness and protecting capital deployment.
Rolling 13-week and 12-month forecasts so you see a cash gap months before it arrives, with a concrete plan to close it.
Translate goals into financial plans, scenarios, and the roadmap to get there.
Decide how to fund growth — debt, equity, or reinvestment — and structure it on good terms.
Board decks, investor updates, and lender conversations, handled by someone who's sat on both sides.
A steady hand on the big calls — hiring, pricing, expansion, and everything with a dollar sign attached.
A senior finance partner on call for the big decisions.
Good fit: owner-led businesses that want a sounding board.
A focused engagement with a clear finish line.
Good fit: a specific event in the next 3–6 months.
Your part-time CFO, running finance alongside your team.
Good fit: growing companies, roughly $1M–$25M in revenue.
Send us a message and we'll help you find the right level of support for where your business is today.
