— 01
13-week cash flow command
The rolling forecast that ends surprise crunches — maintained, reviewed, and acted on with you weekly or monthly.
— 02
Forecasting & scenarios
Revenue ramps, hiring plans, and downside cases modeled before you commit — decisions rehearsed on paper first.
— 03
Pricing & margin strategy
Unit economics, break-even guardrails, and pricing moves grounded in your actual cost structure.
— 04
Lender & investor readiness
Credit applications, banking packages, and diligence rooms prepared to institutional standard.
— 05
Vendor & spend discipline
Expense audits and vendor negotiations that recover margin — including marketing spend accountability.
— 06
Operating cadence
A standing rhythm of reviews with leadership, so finance drives the calendar instead of chasing it.
How the engagement runs
- Diagnose — a first-month deep dive into your numbers, unit economics, and the three biggest financial risks.
- Install — the operating system — forecast, KPIs, and review cadence — built and running by day 60.
- Advise — ongoing partner-level counsel: pricing, hiring, expansion, and capital decisions with a CFO at the table.
Tier 04 fractional CFO engagements start at $3,000/month. See transparent pricing for every tier.