PLAN AHEAD WITH A FINANCIAL PARTNER
Make bigger business decisions with a clearer view of what they mean financially
The CFO Partnership is for owners who can trust their books but need help deciding what comes next. We connect your numbers to the real choices in front of you—when to hire, what to charge, where to spend, what growth the business can support, and which priorities come first.
$5,000/month
Schedule a Free 20-Minute Fit CallWHO THIS IS FOR
For owners making decisions that are too important to base on instinct alone
This partnership helps you look ahead, compare options, and understand the financial effect of major decisions before you make them. It gives you an experienced financial thought partner without hiring a full-time CFO.
It is designed for owners who want to see risks sooner, test different choices, and move forward with a plan grounded in the numbers.
WHAT CHANGES WHEN YOU HAVE CFO SUPPORT
Someone at the table who connects the numbers to the decision
The Controller Partnership keeps the financial operation dependable and under control. The CFO Partnership builds on that foundation to help you plan ahead, compare choices, and decide what the business can realistically support.
Planning ahead
Build a practical annual budget, keep a forward-looking view of cash and performance, compare the plan with actual results, and update the outlook as the business changes.
Better-informed decisions
Understand the financial effect of hiring, pricing, expansion, major purchases, and other decisions before you commit.
Clear priorities
Get a clear explanation of what the numbers are saying and recurring leadership conversations focused on cash, profit margins, risks, and the priorities that matter next.
Your partnership includes
✓ Annual budget and rolling forecast oversight
✓ Cash-flow, profitability, and margin analysis
✓ Budget-to-actual and variance review
✓ Practical what-if analysis for material decisions
✓ Monthly executive reporting and written priorities
✓ Two strategic leadership meetings per month
✓ Coordination with the Controller/bookkeeper, CPA, lender, and advisors
✓ Priority decision support within the agreed scope
Best for
A growing owner-led business with reliable accounting data, meaningful financial complexity, and recurring decisions that benefit from an experienced finance partner.
Important: This service does not include tax preparation, investment banking, capital raising, audit services, legal advice, or highly complex corporate FP&A models.
If the books or close are not yet dependable, we may recommend the Diagnostic or Controller Partnership first.
You are not paying for a bigger stack of reports.
You are adding an experienced financial partner who helps turn the numbers into priorities, choices, and follow-through.
Schedule a Free Fit Call