Feasibility, formation, and financial leadership — one engagement, from idea to steady state.
Most CFO relationships start after a business already exists. Ours starts earlier: with a feasibility study that tests whether the idea is worth building at all, using real numbers instead of optimism. If it holds up, that same financial judgment carries straight into the launch — entity, EIN, opening books, and a first-year budget — and then into ongoing fractional CFO work once the business is running: forecasting, KPIs, and a strategic partner for the decisions that actually move the business. One relationship, applied at each stage exactly when it's needed.
We pressure-test the idea against real numbers — market size, break-even volume, startup capital, and margins — before you spend anything building it.
If the numbers hold up, we form the right entity, get your EIN, and open the books correctly, with a first-year budget built from the feasibility work.
Once you're running, we build the rolling forecast and the KPI dashboard, and stay on as your strategic partner for hiring, pricing, spending, and growth.
Financials packaged and reported the way a bank, SBA lender, or investor actually expects to see them, whenever that conversation comes up.
Pick the level of financial leadership your business needs today, and move up as it grows. No hourly surprises: each tier is a fixed monthly retainer.
For owners who want accurate numbers and a monthly check-in.
For growing businesses managing cash, hiring, and lenders.
For owners planning a loan, expansion, acquisition, or sale.
Six-month initial term, then month to month. Billed monthly in advance by autopay. Catch-up bookkeeping and tax return preparation are quoted separately. Just starting a business? The $1,295 Business Launch Package includes your first month of Essentials free.
Begin with a free, confidential consultation — and see the difference judgment makes.
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