Answers and clarity, without hiring a full-time CFO.
- Clear monthly reporting tied to your goals
- Unlimited CFO access for decisions
- Cash-flow monitoring & 13-week forecast
- Guidance on hiring, pricing & pipeline
Best for: firms crossing $1.5M+ who want clarity before scaling.
Get startedYour CFO partner at the table for growth.
- Everything in Core CFO
- High-touch collaboration with leadership
- Profit planning & rolling forecasts
- Scenario modeling for hiring & scaling
- Quarterly strategy & board-ready reporting
Best for: $2M+ firms preparing for rapid growth.
Book a callA deep dive to uncover hidden profit, fast.
- Find leaks across margins & staffing
- Unit-level economics breakdown
- Roadmap to grow EBITDA 5%+
- Money-back guarantee
Best for: owners who feel stuck in financial chaos.
Start the sprintFlat monthly fees — no hourly billing, no surprises. Month-to-month after an initial 90-day partnership.
A senior CFO — for a fraction of the cost.
A full-time CFO costs $250K+ once you add salary, benefits, and bonus. Our Strategic CFO partnership gives you that seniority and judgment for a flat $45K a year — and you keep the difference.
What you get, month after month.
Forecasting & cash flow
Profit & tax
Reporting & rhythm
Access to your CFO
Good questions, straight answers.
No long lock-in. We start with an initial 90-day partnership so we can do meaningful work together, then it’s month-to-month. If it’s not a fit, you can stop.
A bookkeeper records what already happened. We forecast what’s next, find hidden profit, and help you make the big pricing, hiring, and growth decisions with real numbers behind them.
We’re built for owner-operated businesses roughly $1M–$10M in revenue, and franchise systems of 5–100 units. A little outside that range? Let’s talk — fit matters more than the exact number.
A one-time deep dive that uncovers where profit is hiding — across margins, staffing, and unit economics — and hands you a clear roadmap to grow EBITDA. It comes with a money-back guarantee.
Yes. We can run clean, current books through our global bookkeeping team, or work alongside your existing bookkeeper — whatever gives you the most reliable foundation.