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

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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

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

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.

Book a consult

  • The Finance Fight Club Team took the time to understand my business. This can often be a messy process but they applied their years of experience to help us tell our financial story to investors. They will help you curate your message in a way the industry will receive as professional and I would highly recommend using them.

    Kyle, PurTrek

  • I honestly don't understand how people run businesses without your guidance. It's no wonder so many businesses don't make it. I'm so grateful we trusted our gut feeling and brought you on board—it was absolutely the right decision for our company."

    Jen, FAB

  • Our business started with no budget or revenue projections and a lack of reporting and understanding of what was coming in and out. After working with Finance Fight Club, we have implemented a forecast for projecting business growth, a strategy for keeping the business profitable, and a direction for how and when to reinvest in the business to achieve some of our wildest goals

    Anonymous

  • Working with Natalie and her team was helpful on so many levels. Natalie explained different scenarios and strategies to help our company be truly financially fit. Helping the executive team understand the “why’s” and “how’s” were appreciated the most. She didn’t just say, “don’t do this or that!”, without making sure we all knew what were the best practices for our specific company. She helped us grow. Truly an exceptional team at Finance Fight Club.

    Isaac, Mixtape

  • You ROCK!!!! Seriously, you've made finances in my business feel lighter and more fun, which has transformed my business in ways I never imagined! Before working with Finance Fight Club, I felt lost, anxious, and inadequate in managing my business's finances. After just one call with Finance Fight Club, the finance doors opened, and I felt like I had gained more awareness, confidence, and control. -

    Chelsea, Tiltshift

FAQ

  • 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.

  • 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!

  • 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.

  • 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 transform your business finances?

Take the next step. Book a consult.

You’re an owner‑led business with ~$2M–$20M in revenue and want strategic finance leadership on your side.​
➡️ Book a consult and we’ll confirm fit, talk through your goals, and scope your Strategic Financial Assessment.

Not ready for a full CFO, but need guidance?

You’re earlier in revenue or still building your financial foundation, but you want tools, education, and accountability.​
➡️ Join our newsletter and stay up to date with our YouTube channel and Blog for quick tips.

Still have questions?

Not sure which path is right for you or what support you actually need.​
➡️ Send us a note and share a few details about your business—we’ll point you in the right direction, even if that’s not us

Still have questions?

Read the FAQ

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