We Diagnose First.
Then We Prescribe.
Most firms sell you a package. We start with a deep dive into YOUR business, YOUR problems, and YOUR goals — then build a custom solution that actually fits.
Cookie-Cutter vs. Custom Solutions
How Most Firms Work
How Today CFO Works
The Financial Risk Assessment™
Before we propose anything, we need to understand everything. The FRA is a comprehensive 120-point diagnostic that reveals exactly what's happening in your business — the problems, the opportunities, and the gaps.
From Diagnosis to Solution
FRA Analysis
We review your financials, operations, and goals
Findings Presentation
We show you exactly what we found
Custom Solution
We build a package based on YOUR needs
Your Problems Determine Your Solution
No two businesses are the same. That's why no two solutions should be either.
Financial Risk Assessment™
We analyze your business across 120 data points
We Identify Your Specific Issues
A Solution Built for YOU
Based on your findings, we recommend exactly the services you need — no more, no less.
How Different Businesses Get Different Solutions
Here's what customization actually looks like in practice.
$800K HVAC Contractor
Owner doing books on weekends
$3.2M DTC Brand
Preparing for Series A
$12M Commercial GC
Multi-state operations
The Building Blocks of Your Solution
Based on your FRA findings, we'll recommend the right combination of these services.
Bookkeeping
Clean, accurate books closed monthly — so you always know where you stand.
- Monthly reconciliation
- Expense categorization
- Financial statements
- AP/AR management
Businesses $500K-$3M who need financial foundation
Tax Planning
Proactive tax strategy that finds savings year-round — not just at filing time.
- Quarterly planning calls
- Entity optimization
- Deduction maximization
- Estimated tax management
Any business leaving money on the table
CFO Advisory
Strategic financial leadership to help you scale — without the $300K salary.
- Monthly strategy calls
- Cash flow forecasting
- KPI dashboards
- Fundraising support
Businesses $3M+ who need strategic guidance
From First Call to Custom Solution
Here's exactly what happens when you work with us.
Discovery Call
We learn about your business, goals, and pain points.
30 minutesFRA Deep Dive
We analyze 12 months of financials across 120 data points.
2 weeksFindings + Proposal
We present what we found and recommend a custom solution.
1 hourImplementation
We get to work solving YOUR specific problems.
Day 30Ready for a Real Diagnosis?
Stop paying for cookie-cutter packages that don't fit. Let's find out what YOUR business actually needs.
Free for qualified businesses. If we don't find at least $10K in opportunities, you pay nothing.