
The Process
- Step 130 minutes · free · no obligation
Free Discovery Call
We talk through your business, what is keeping you up at night and whether a fractional CFO is the right fit. There is no cost and no obligation to move forward.
- Step 2Weeks 1–2
Financial Diagnostic
We review your books, systems and reporting, and give you a written read on what is solid and what needs work.
- Step 3Weeks 3–12
90-Day Plan
We build the forecast, clean up the close and knock out the highest-priority items from the diagnostic.
- Step 4Ongoing
Monthly CFO Meeting
A standing review of results, cash and decisions, with time between meetings for the analysis behind them.