Rolling forecast
A live model of revenue, spend, and cash so you always know your runway.
A finance leader on your terms.
The judgment of a seasoned CFO without the salary. We turn your books into forecasts, pricing decisions, and the kind of reporting banks, boards, and investors take seriously.
- 13-week cash flow forecasting
- Budget vs. actual reporting
- Unit economics & pricing analysis
- Investor and lender reporting packs
What's included
Everything handled, nothing left to chase.
Monthly financial review
A working session on the numbers: what moved, why, and what to do next.
Unit economics
Margin, CAC, LTV, and contribution by product or channel, kept current.
Fundraise & lending support
Data rooms, models, and lender packages built to withstand diligence.
Cash management
A plan for cash, credit lines, and the timing of big spends.
Board & investor reporting
Clear reporting packs, and someone to present them with you.
Who it's for
Wherever you run it from.
For U.S.-based owners
U.S. companies past their first million in revenue that have outgrown a bookkeeper but cannot justify a full-time CFO.
For international founders
International founders running a U.S. entity who need a U.S.-side finance lead to speak to banks, lenders, and investors on their behalf.
How it works
A clear path, start to finish.
- 01
Diagnostic
We review your books, model, and metrics and report back on what is missing.
- 02
Build
Forecast, KPI set, and reporting pack built in the first 30 days.
- 03
Operate
A recurring cadence of reviews, updates, and decision support.
FAQ
Common questions.
How many hours per month?
Most engagements run between 10 and 40 hours a month. We scope it after the diagnostic.
Do our books need to be clean first?
They need to be reliable. If they are not, our bookkeeping team gets them there before CFO work begins.
Can you join board or investor calls?
Yes. Presenting the numbers to your board, lenders, or investors is part of the engagement.
Is this a long-term commitment?
Engagements are month-to-month after an initial 90-day term.
Ready when you are.
Book a free 30-minute consultation. We will walk through your situation and map the fastest path forward.