Show Your Finances Who's Boss
From Confusion to Clarity.
From Stress to Confidence.
From Wasted Energy to Focused Action.
What We Offer
Financial Analysis That Actually Makes Sense
We translate your financial data into plain language and actionable insights. Each month, we walk through your numbers together, spot trends, identify opportunities, and connect the dots between your finances and your goals. This isn't just about reports—it's about turning your numbers into knowledge you can act on.
Cash Flow Management
We focus on cash flow because it's what keeps your business flexible and able to support your bigger goals—like paying yourself consistently, hiring staff, or making strategic investments. We track the specific indicators that impact your cash position so you can make proactive decisions instead of reacting to surprises.
Strategic Action Planning
We don't just analyze the past—we help you build your future. Through forecasts, scenario planning, and our strategic framework, we help you shift from reactive to proactive business management. We leverage cutting AI tools to help develop sound strategy focused on your industry. Most importantly, we define clear, achievable monthly action steps that connect your financials to your goals and the life you want.
how we work together
Discovery Call (Free)
Discuss your situation
and determine if we’re a good fit.
Month 1 – Setting Foundations
Our onboarding process includes document and books review to set foundation of understanding for future work.
Our first CFO call covers key financial principles we’ll be considering, plus identifying your most critical business needs. As homework, you will set some initial goals, explore what profitability means for your business, and do our “Big Picture” strategy analysis.
Month 2 – Strategic Planning
Our second CFO call, and our check in call, focuses on clarifying your goals, setting up base cash flow projections and developing concrete action items that move you toward your goals.
Month 3 and On – Ongoing Review, Planning & Strategy
Regular CFO and check in calls with financial analysis, projection updates, exploring growth scenarios, quarterly goal reviews, and ongoing “Big Picture Analysis” to keep you focused on what matters most.
Most clients see clarity improvements within the first month, with progress towards your inital goals typically happening within 3-6 months.
our monthly service package includes
"Big Picture" Business Strategy
Education on Key Metrics
Personal & Business Goal Setting & Tracking
Financial Analysis
Cash Flow Forecasting
Month to Month Contracts
Monthly CFO Strategy Calls
Monthly Check-In & Forecast Calls
Unlimited Communication
investment levels
Startup
$750/month
Under $500k in Annual Revenue
Establishing
$1,000/month
$500-750k in Annual Revenue
Established
$1,250/month
$750k-1M in Annual Revenue
Scaling
$1,750/month
$1-1.5M in Annual Revenue
Growth
1.5% of Annual Revenue/Year
Divided Monthly
$1.5-2M in Annual Revenue
Book your free discovery call to discuss your specific situation and see if we’re a good fit.
