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Fractional CFO, without a $300,000 hire.

$6,600 a month. 30-day out. One living model, a short term cash forecast, and an info package a banker can read.

30 minutes · no obligation · video

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You are not paying for hours.

You are paying to stop running the company off of last month’s P&L.

What does the $6,600 monthly fee include?

  • One living model: revenue, costs, cash, debt

  • 13-week cash forecast

  • Monthly pack a banker, board, or buyer can read in ten minutes

  • Two scheduled calls per month and on call support as needed

  • Your financials in a form you can take to a bank or a buyer

30 minutes · no obligation · video

What does this engagement not include?

  • Bookeeping

  • Tax Prep

  • Catching up stale financials

If you need a bookkeeper or to catch up on taxes or reporting, this is not a good match.  However, I can and will refer you to an excellent bookkeeper

Is this right for my company?

Owners and CEOs of privately held companies, roughly $5–50 million, with no full-time CFO and with a controller, bookkeeper, or accountant already in place.

30 minutes · no obligation · video

Who is this engagement not intended for?

  • Companies that need the books rebuilt first

  • Teams looking for a part-time controller

  • Anyone shopping the lowest monthly rate

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FAQ

Is there a contract?

Yes. Month-to-month. 30 days’ notice. The agreement spells out scope so both sides know what is in.

Nationwide?

Yes. On-site onboarding is available.

How Fast?

Live within a month. First draft of multi-year projections within two weeks of the onboarding call.

30 minutes · no obligation · video

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