Custom Finance Projects
Need serious financial help on a specific problem or deal? These focused projects give you lender‑ready, buyer‑ready, decision‑ready financials, with a clear scope, fixed fee, and defined timeline
SBA Lending Preparation
For owners pursuing an SBA‑backed loan who want a clean, lender‑ready package and fewer underwriting surprises
Lender‑ready financials, projections, debt schedule, and use‑of‑funds summary
Bookkeeping Clean‑Up & Financial Hygiene
For businesses with messy or behind books that are blocking good decisions, financing, or a future sale.
Clean and standardize the P&L and balance sheet.
Chart‑of‑accounts reset so margins, owner pay, and EBITDA actually mean something.
Buy‑Side Due Diligence
For buyers who want an experienced CFO to stress‑test the numbers before they sign
Financial Health Assessment and Quality of Earnings review.
COGS, expense, margin, and working‑capital analysis with key risks and opportunities.
Clear findings report plus negotiation talking points and next‑step options
CFO Review aligned with your goals
Forecast & Scenario Planning
For owners who need a forward view for hiring, investment, or growth but aren’t ready for a full CFO
12–36 month forecast with 1–3 scenarios (base, conservative, stretch).
Simple KPI set tied to revenue and cash drivers you can monitor over time.
Written decision guide on what each scenario implies for hiring, debt, and owner pay.
Sell‑Side Financial Preparation
For owners planning to sell in the next 1–3 years who want to avoid value‑killing surprises in diligence
Normalized financials (owner comp, add‑backs, one‑offs) and exit‑readiness review.
Simple buyer‑view pack: P&L, balance sheet, KPIs, and narrative a buyer will expect.
12–24 month clean‑up and value‑protection plan.
Pricing & Profitability Analysis
For businesses that are busy but unsure which work is actually making money.
Margin analysis by service/product, customer, or channel to surface winners and losers.
Pricing scenarios that protect or improve margins without tanking demand.
Concrete recommendations and an implementation plan you can roll out with your team.
Custom Modeling & Projects
For one‑off, complex questions that need a tailored financial model or project, not a long‑term engagement
Frequently Asked Questions
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Bookkeepers record the past and CPA (& enrolled agents) focus on tax compliance, while a CFO looks forward and helps shape what happens next—pricing, hiring, financing, and exit decisions—by translating financial data into strategy.
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We can help with that! We do need clean and accurate books to do our assessment, but you are in luck, we have a bookkeeping clean-up team with controller and CFO oversight ready to go and get those books squeaky clean!
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For ongoing CFO services, we primarily work with owner‑led businesses roughly $2M–$20M in annual revenue, often preparing to grow, pivot or sell over the next few years. For smaller businesses, we are planning to bring back our membership and our on-call CFO support can be a great fit.
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Most clients notice immediate relief in the first 30 days as we clarify the numbers and priorities during the Strategic Financial Assessment. Deeper, measurable improvements in cash, profitability, and financial confidence typically build over 3–12 months as we work the roadmap together.
Finance can feel long and does have a long feedback loop. We were hard to share where we’re at in the process so you can see results as they happen.
Ready to stop guessing and start leading your business with confidence?
Most monthly CFO clients see significant profit growth within 6–12 months.
