Description
We install finance rigor without bureaucracy—so you can scale, raise, and operate confidently.
Scope:
- Monthly reporting and KPI cadence
- Budget/forecast and cash runway management
- Banking/lender relations and covenants
- Pricing/margin review and capex planning
Deliverables/Outputs:
- Monthly CFO report pack
- Budget/forecast model
- Board/lender materials
Timing:
- Month-to-month (3-month minimum recommended).
Assumptions:
- Up to 6 hours/week average
Pricing:
- Standard: $7,500/month
- Fast: $10,000/month (priority windows; +2 standing meetings)
- Premium: $15,000/month (adds audit/diligence prep + on-site quarterly)











