Forecasting, cash flow strategy, and board-ready reporting from a CFO who already knows growing businesses, brought in exactly as much as you need.
You've outgrown "just keeping the books." You need someone at the table for the bigger decisions: pricing, hiring, fundraising, and where to invest next. A full-time CFO isn't the right cost yet, but the strategic gap is real.
This service is scoped to your business, independent of who handles your day-to-day bookkeeping. If you'd rather have bookkeeping and CFO strategy handled together by one team, see the note below.
Cash flow projections and what-if modeling so decisions are made with a clear view forward, not in hindsight.
Runway planning and working capital guidance to keep the business funded through growth.
Board-ready packages and investor updates that build confidence and keep stakeholders aligned.
Financial modeling and diligence support for capital raises, acquisitions, or exit planning.
Typically a monthly retainer, scoped to the level of involvement you need, from a few strategic sessions a month to a near full-time seat at the table. Every engagement starts with a conversation about where your business is today.
Want bookkeeping included too? "The Block," the top tier of our Client Accounting Services, bundles full bookkeeping with this same level of CFO strategy in one package.