Financial Clarity
in 30–90 Days
What changes
From financial fog
to clear dashboards.
Cash Flow Visibility
Know exactly where your cash is, where it's going, and how much runway you have. In 30 days, not 30 weeks.
Clean Books & Reporting
Financials your board can trust. Reports that answer questions instead of creating them. Ready when you need them, not weeks later.
Budget & Forecasting
Model the decisions before you make them. Should you hire? Expand? Cut? Answer with data, not gut.
Investor-Ready Financials
Unit economics, cohort analysis, and financial models that pass investor scrutiny. The story your numbers need to tell.
Cost Control & Margins
See margins by division, by product, by customer. Find the profitable parts of your business and double down.
Sound familiar?
Three companies. One problem.
Financial infrastructure that's 2-3 stages behind where the business actually is.
The reporting gap
Board meeting in 3 days. No clean financials.
Sarah runs a 60-person healthcare services company. Every quarter, her board wants financials by Friday. Her bookkeeper can produce a P&L, but it's miscategorized. Her accountant won't have anything clean until next month. She spends three evenings manually fixing spreadsheets. Every single quarter.
The scaling bottleneck
$15M revenue. $3M financial systems.
David's logistics company grew from 30 to 120 employees in two years. Revenue tripled. But the financial systems didn't. He's running a $15M company on the same QuickBooks setup he had at $3M. Nobody can tell him margins by division, cash conversion cycle, or whether the new warehouse lease makes sense.
The investor-ready gap
Series A in 3 months. No financial story.
Maria's SaaS company is preparing for a raise. Investors want unit economics, cohort analysis, and a financial model. Her bookkeeper records transactions. Her accountant files taxes. Neither can produce what investors need. She's three months out with no financial narrative.
How it works
One call. A clear path forward. Free.
Book a free assessment
30 minutes. Zero obligation. Walk us through your financial situation — where the gaps are, what keeps you up at night. Bring your numbers or don't. We'll work with what you have.
Get your financial roadmap
We map out what 30-day cash flow visibility looks like for your business and what 90-day clean reporting requires. Specific milestones, not vague promises.
Meet your CFO match
We connect you with a vetted fractional CFO who's worked with companies your size in your industry. Someone who builds the infrastructure for your next stage — not just another accountant.
"We're not big enough for a CFO." — 20-200 employees is the sweet spot for fractional. You get CFO-level infrastructure without the CFO-level cost.
Start here
Think you're not big enough
for a CFO?
If you have 20-200 employees and your financial systems haven't kept up with your growth, you don't need a bigger bookkeeper. You need a fractional CFO who can build the infrastructure for your next stage.
Book Your Free Assessment