Senior financial leadership. Without the senior financial leadership price tag.

You did not build this business so the most important decisions could be made on incomplete information.

You did not promote your controller into the CFO seat hoping it would work. You did it because the moment came faster than the financial function could keep up.

You are not looking for a vendor. You are looking for a partner with the seniority to sit across from your board, your bank, your investors, and your team, and add weight to every conversation in the room.

Who this is for

You are running a business between $2M and $50M in revenue. Your bookkeeper or controller is doing what they were hired to do, but they were not hired to be your CFO. You have asked your CPA financial questions they were not built to answer. The cost of guessing has stopped being small.

What ongoing actually looks like

A dedicated CFO who knows your business by name. Twice-weekly internal leadership reviews of every engagement so nothing falls through the cracks. A monthly CEO financial briefing built around the decisions in front of you, not the financial statement template. A quarterly strategic review that connects the numbers to the next twelve months.

What we own: the financial operating system. Reporting cadence. Cash flow visibility. Strategic financial counsel. Capital strategy. Banker and investor narratives. Twelve-month and three-year planning. The hard conversations.

What you own: the business decisions. We give you the picture. You decide what to do with it.

What we co-own: the relationship with your bank, your CPA, your attorney, your board. We strengthen what you have. We do not try to replace it.

The team model

One CFO is a single point of failure. We do not work that way.

Every engagement is led by a dedicated CFO. Behind them sits a Senior CFO who reviews the work, weighs in on the hard decisions, and steps in if your CFO is sick, on leave, or stretched. You get continuity, depth, and the cross-pollination that comes from a firm with a full book of business.

Most fractional CFO firms are sole operators with a website. We are a firm. The difference shows up the first time something does not go to plan.

Engagement pricing

Engagements are scoped, not hourly. Typical monthly investment ranges from a starting point appropriate to a $2M business through what makes sense for a $50M operation with active capital activity. We will quote a number that fits your business in the Clarity Call, not a range that fits everyone and no one.

What is included: dedicated CFO time, Senior CFO oversight, monthly briefings, quarterly strategy, ad-hoc strategic counsel, financial team mentoring, and full access to the firm's network of vetted vendors and partners.

What is not included by default: large transaction work (capital raises, M&A, exit preparation) which is scoped separately because the work is project-shaped, not retainer-shaped.