Services

Our Purpose: Financial Clarity for Growing Companies 

Our Purpose: Financial Clarity for Growing Companies 

We help founders and operators make confident, data-driven decisions through modern finance, forecasting, and analytics. 

Fractional CFO services, analytics projects, and systems setup, tailored for startups and growth-stage companies. 

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Fractional CFO Services (Flagship Offerings)

Strategic Finance Leadership Without the Overhead

For founders who need clarity, accountability, and insight to grow. We manage your financial
function and provide board-level guidance so you can focus on running the business. 

Starter Plan

For early stage startups building their financial foundation. 

  • Budgeting and cash flow forecasting 
  • Monthly financial review and variance analysis 
  • Rolling 12-month forecast 
  • One strategy meeting per month 
  • Email support 
Starting at

$3,000/month.

Growth Plan

For funded startups or those managing investor relationships. 
Everything in Starter, plus: 

  • Investor and board reporting 
  • Scenario modeling and runway analysis 
  • KPI dashboards and departmental budgets 
  • Two strategy meetings per month 
  • Slack/Teams access for quick collaboration 
Starting at

$5,000/month.

Scale Plan

For companies preparing for major growth or funding rounds. 
Everything in Growth, plus: 

  • Advanced analytics dashboards (Power BI / Tableau) 
  • Annual operating plan (AOP) 
  • Board presentation support 
  • Oversight of bookkeeping and accounting teams 
  • Unlimited strategic support 
Starting at

$7,500/month.

Turn Data Into Direction

When you already have data, but need to make sense of it, we build the dashboards, models, and reports that reveal what’s really driving performance. 

  • Performance Dashboard Build: Connect CRM, marketing, and revenue data for live tracking.
  • Unit Economics Deep Dive: Analyze CAC, LTV, and ROI by channel or cohort.
  • Revenue Forecast Model: Dynamic Excel or Sheets model for growth planning.
  • KPI Development: Define and automate key financial and operational metrics
  • Typical Project Range: Helped founders gain investor confidence / Cut monthly close time by 40%.

How It Works

Our Process

  • Discovery Call - Understand your goals, challenges, and systems.
  • Proposal & Scope - Tailored plan with deliverables and timeline.
  • Onboarding - System access, baseline reporting, and data validation.
  • Execution & Insights - Monthly deliverables and live dashboards.
  • Ongoing Partnership - Continuous refinement as your business grows.

Build a Clean, Scalable Finance Foundation

Accurate data starts with clean systems. We help you organize, automate, and connect your
accounting, CRM, and reporting tools so your numbers are reliable from day one. 

  • QuickBooks setup and cleanup 
  • Revenue recognition and accounting process design
  • Integration between CRM, payroll, and accounting systems
  • Process documentation and team training
  • Typical engagement: $3K–6K one-time