WHO THIS IS FOR

Owners who need a CFO but can’t justify $180K. You have a bookkeeper who handles the past. You need a strategic partner who helps you navigate the future, without the full-time commitment.

WHAT YOU GET

Strategic partnership, not transactional reporting:

• See 90 days ahead — 13-week cash forecast updated monthly so cash crunches never surprise you
• Make decisions faster — model hires, pricing changes, and contracts before you commit 
• Run on rhythm, not chaos — monthly reviews in Week 1, quarterly planning sessions, KPIs that actually matter

THE ENGAGEMENT

6-month minimum. Month 1 builds your dashboards, forecasts, and operating cadence. Months 2+ give you a strategic partner who shows up to leadership meetings, answers urgent questions, and helps you make decisions with confidence.

THE INVESTMENT

$5K–$12K/month. Based on complexity, not hours.

• $5K/month: $250K–$1.5M revenue, single business model
• $8K/month: $1.5M–$3M revenue, multiple streams
• $12K/month: $3M–$5M+ revenue, fundraising or exit prep