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

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

Book A Consult

Frequently Asked Questions

  • 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.

  • Our CFO took the time to learn our business. Then provided us with guidance & clarity we never had before. Now? We have payment strategy. We get paid regularly. We always have cash in the bank. And we’re on track to get end-of-year bonuses

    Evan, A construction company

  • I was impressed withFinance Fight Club. Our CFO gained a deep understanding of our business. Including insights into our revenue and cost drivers. All to improve our EBITDA. Her research on the industry was superb.

    Segun, A software company

  • Our business processes can often be bit messy. But that didn’t stop Natalie & Finance Fight Club from quickly understanding our business—to then tell our financial story to investors. They’ll do the same for you. You’ll be seen as polished pro for your industry

    Kyle, A manufacturing company

  • 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 Copper8 Strategies.

    Isaac Ellsworth - Mixtape Social Music

  • We started working with Cooper8 when we were going through an evolution in our business. We just enrolled as an S-corp and were scaling rapidly. Before working with Cooper8, I felt lost, anxious, and inadequate in managing my business's finances. After just one call with Cooper8, the finance doors opened, and I felt like I had gained more awareness, confidence, and control. Now, I can't imagine where my business would be without Cooper8. They supported transforming our thinking of finances, which has in turn transformed our business to be primed for more growth and success in the years to come.

    Emma Grace Moon - Praize

  • Natalie and her talented team were instrumental in helping us set up the company with a strong financial reporting foundation. With her key insights and industry knowledge, she steered us in the right direction to find affordable resources to solve painful system integration issues. Natalie was patient, cooperative, and flexible in working with us during a very challenging system transition. Highly recommend Natalie and her team!

    LINNEA

  • They helped us bring a reality to our forecasting that helped us make critical business changes to ensure our cashflow remained stable throughout the year. Mission accomplished!

    Noah Freedman - Nucleos

  • I was so happy to find Natalie! She provided clear direction and guidance around my business, along with being both understanding and compassionate. I feel I learned so much regarding the financial aspect of my business through her coaching. She also provided awesome resources for my business when I needed them. I would highly recommend her for any business owner.

    Dr. Jen - FAB PROGRAM 

  • Natalie at Copper8 has been wonderful to work with. She has provided much needed insightful financial information to help us make informed decisions. We felt comfortable asking her any questions. We were not only treated with respect, but felt as though we were working with someone we had known a long time.

    Susan T. - Pacific Valley Foods

  • "We were growing but didn't have great financial rigor that supported our personal goals as owners and our professional goals to grow the company. That's when we were introduced to Natalie. We had some complexity with a domestic and overseas operation but Natalie quickly cut through the noise and helped us stream-line our finances. Beyond the finances, Natalie was a strategic voice in decisions we made as a company and I enjoyed the relationship we built over the year of working together. I could comfortably recommend Natalie to any agency owner and could see her having impact quickly with an agency our size."

    Stephen - A 7-Fig Media Agency

Still have questions?

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

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