STRATEGIC FINANCE FOR FOUNDERS & CEO’S WHO WANT CLARITY, COST SAVINGS AND A PROFITABLE PATH FORWARD.
We help growth-stage companies ($5M–$25M+) unlock financial visibility, fix operational bottlenecks, and scale with confidence. Whether you need a fast diagnostic or a full CFO partnership, our services meet you where you are — and build from there.
CFO CLARITY SPRINT
Before you can scale with confidence, you need visibility. Our diagnostic engagements quickly reveal financial blind spots and strategic opportunities — so you can make smarter decisions, faster.
Timeline: 2 weeks
What It Is: A structured financial diagnostic designed to surface the truth behind your numbers. We review reporting, cash flow, margins, KPIs, and cost structure to give you a clear picture of where you are — and where leverage lives.
Deliverables:
KPI dashboard + snapshot
Cash flow clarity map
Top 5 leverage points
Strategic recommendations presentation
Best For: Founders and CEOs ready to move from financial fog to strategic clarity.
FRACTIONAL CFO SERVICES
For companies ready to grow with clarity, we provide ongoing strategic financial leadership — without the cost of a full-time CFO.
Scope Includes:
Forecasting, budgeting, and cash flow management
Monthly performance reviews & KPI dashboards
Strategic planning with leadership teams
Investor & board reporting
Financial systems and process optimization
Structure:
Typical engagement: 10–20 hours/month
Monthly or quarterly retainers
Outcome: Strategic finance function fully integrated into your operations.
STRATEGIC PACKAGES
Short, high-impact projects designed to create quick wins and unlock operational leverage.
Vendor Savings Package
Deep vendor spend analysis and renegotiation roadmap
Target: 10%+ cost savings in Year 1
Perfect for margin expansion before scaling or selling.
Financial Operating System Setup
Implement reporting cadences, close processes, forecast models, and dashboards.
Ideal for companies outgrowing their startup spreadsheets.
KPI Stack Implementation
Define and deploy your strategic KPI stack (e.g., Gross Margin %, CAC:LTV, Revenue per FTE, Operating Cash Flow).
Includes dashboard build and reporting rhythm setup.
Premium Advisory & Exit-Ready
Exit-Ready Growth Engagement
Multi-month strategic advisory project focused on maximizing valuation, tightening operations, and building clean financial narratives.
Includes:
Exit KPI strategy
Sell-side prep & data room organization
Forecasting models & growth scenarios
Strategic financial storytelling for buyers
Advisory / Equity Models
In select opportunities, we partner strategically for upside, blending lower upfront fees with performance or equity participation.
Best for companies with strong leadership and a clear growth trajectory.
High-touch, high-leverage engagements for founders preparing for exit, acquisition, or major strategic transitions
READY TO TURN FINANCIAL FOG INTO STRATEGIC CLARITY?
Start with a 2-week CFO Clarity Sprint — and get the insights you need to scale with confidence.