Bringing peace and clarity to your financial world

Light through the old stone windows.

Every engagement follows the same sequence, so you know what you are getting before you sign anything.

  1. 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.

  2. 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.

  3. 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.

  4. Step 4Ongoing

    Monthly CFO Meeting

    A standing review of results, cash and decisions, with time between meetings for the analysis behind them.