Step 1: Discovery Conversation

What you get: We start with a 30-minute call to learn about your goals, timelines, and constraints. For those with clean financials, we also offer a free 15-minute review to provide quick insights and demonstrate our approach.

Investment: Free

Step 2: Financial Health & Growth Readiness Assessment

What you get: Our first deliverable of value — a fixed-price assessment that provides a clear snapshot of your company’s financial health and growth readiness. It highlights where things may be holding you back and what you’ll need in place to scale with confidence. The assessment is typically completed within 1–2 weeks. This includes:

• Review of financial performance, processes, systems, team structure, and tools
• Structured scoping session with key stakeholders
• Written summary of key findings and recommendations
• 1-hour debrief to discuss results and outline next steps

Investment: $1,500

Step 3: Custom Financial & Operating Model Build

What you get: Exceptional CFO services require exceptional tools. In this step, we design the infrastructure that turns your financials into forward-looking decision support. A driver-based model and reporting framework give you clarity on where you are, visibility into what’s ahead, and confidence to act with intention. This can be delivered as a one-time project or serve as the foundation for ongoing CFO partnership. Every engagement is tailored, but here are examples of typical projects in this phase:

• Custom financial & operating model (P&L, Balance Sheet, Cash Flow, Budget vs Actual)
• Dynamic reporting tools and cadence for leadership/board
• Real-time or near-real-time BI dashboards integrating multiple data sources
• Cash flow management tools (13-week cash flow or cash runway tools)
• Event-driven prep (fundraising support, 5-year forecast, historical cleanup, catch-up projects)
• 60-day post-delivery troubleshooting and technical support

Investment: Starts at $2,500 and varies based on scope. You’ll receive a clear proposal before we begin.

Step 4: CFO Advisory Services

What you get: A trusted, tech-enabled finance partner in your corner. You’ll receive ongoing CFO leadership tailored to your stage and complexity, at a fraction of the cost of a full-time CFO. We bring discipline, foresight, and financial leadership so you can run your business with confidence. Whether you’re building a strong foundation, scaling for significant growth, or navigating complex events, we help you achieve real results.

We offer three packages to match different stages and needs:

Pricing is scoped to workload and complexity. Engagements typically start at $1,500/month for Essential, with Growth packages averaging around $3,500/month.

Step 5: Execution Support

Who it’s for: Companies that need interim financial leadership or project-based support. This is ideal for businesses with established models and teams that occasionally require extra capacity, specialized expertise, or tactical execution on critical initiatives.

• Interim bandwidth during transitions or post-merger integration
• Fundraising preparation, system migrations, transaction support, or other special projects
• Budget and forecasting process design, competitive analysis, or technology stack advisory
• Succession or exit planning, as needed

Investment: Customized to project complexity and duration