A clear, low-risk path in. You see real value before any long commitment, and every step produces something you keep.
No long lock-in before you've seen the work. Each stage stands on its own and leaves you better informed than before.
We walk your financial picture together — how growth is trending, where cash feels tight, which decisions are looming. You leave with the biggest gaps named plainly, whether or not we ever work together. This call costs you nothing but the time.
A focused, paid diagnostic: I go into your numbers and come back with a clear read on cash trajectory, real margins, and the two or three financial risks or opportunities that matter most. It's a complete deliverable on its own — and the natural on-ramp to ongoing work if it's a fit.
We build the core financial infrastructure — the rolling cash forecast, the margin view, the scenario model — tailored to how your business actually runs. This becomes the shared source of truth every future decision gets tested against.
An embedded financial partner on a flat monthly fee: current reporting, a maintained forecast, and a steady hand on the calls that carry risk — capital, hiring, expansion, and eventually exit. Scope flexes as the business grows, and you're never billed by the hour.
You should see the value before the commitment.
Most CFO relationships ask for a long retainer on faith. This process is deliberately front-loaded with proof instead — a free call, then a self-contained diagnostic — so you're deciding with evidence in hand, not a pitch in your ear.
It reflects the same standard as the work itself: the value has to exceed the fee, and you should be able to see that it does at every step before you go further.
A live cash and scenario model built around your business — yours to keep and run, not a black box.
A monthly financial view you'll actually read, translating the numbers into decisions.
A repeatable way to test the big calls against real numbers before you commit to them.
Thirty minutes, a real read on your financial picture, zero obligation to go further. It's the lowest-risk way to find out if this is worth it.