Let us show you where
your money really goes.
Book a free 30-minute financial fitness assessment. No commitment, no sales pitch. Just clarity on your margins, cash flow, and profit drivers.
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What to Expect
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Frequently Asked Questions
Is the assessment really free?
Yes. 30 minutes, no commitment, no credit card. We want to show you what financial clarity looks like. If it makes sense to work together, great. If not, you walk away with actionable insights.
What size companies do you work with?
We typically work with businesses doing $500K to $50M in annual revenue. Our sweet spot is companies with $1M-$10M in revenue that have outgrown their accountant but are not ready for a full-time CFO.
How is this different from an accountant?
Your accountant handles compliance and tax filing. We handle strategy and decisions. Think of it this way: your accountant tells you what happened. We help you decide what to do next -- including revenue forecasting to allocate budgets where they generate the best return on profitability.
How much does it cost?
Our engagements typically range from $2,000 to $8,000/month depending on complexity and scope. But the average client sees 400% ROI, meaning every dollar spent returns four dollars in improved margins and savings.
Do you replace our accountant?
No. We work alongside your existing accountant and financial team. We add the strategic, forward-looking layer that most accountants do not provide. We make your accountant more effective.