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You can be profitable on paper and still lie awake wondering whether you can cover payroll in March. We put a senior CFO in the room. Part time, billed monthly, without the cost of a full executive hire.
The books can be perfectly accurate and still tell you nothing about what to do next. Recordkeeping looks backward. Nobody in the room is paid to look forward.
There is rarely a calm reason. It usually hits around a million in revenue. You have someone recording every transaction, and no one turning those numbers into a decision.
We take the forward-looking work off your plate:
Budgets and forecasts you can plan against, tied to your real hiring and growth plans.
See what is coming before it arrives, with monthly reviews that flag risk early.
Dashboards that turn the numbers into decisions, not just records.
Tax planning built into the strategy, plus lender- and investor-ready statements when you need them.
We look at where reporting stops looking forward and where decisions are getting made without numbers.
Monthly close, cash flow review, KPI dashboard, and a recurring strategy session built around your stage.
Tax planning and financial strategy in the same room, so the next decision is grounded before pressure arrives.
Your strategy and your return are handled by the same senior team, each with 15+ years of experience. Nothing falls into the gap between two providers.
The math is the easy part of the decision. The U.S. Bureau of Labor Statistics put the median pay for financial managers at about $161,700 in its 2024 data, and a seasoned CFO sits well above that once bonus, benefits, and equity are added. Most growing companies do not need that line on the payroll. They need the judgment, a few days a month.
What you pay is based on your revenue, the complexity of your finances, and how much forward planning you need. Every engagement begins with a custom proposal, not a package off a shelf.
And there is a bigger lever waiting for owners who are thinking about an eventual sale: with the right entity structure, held long enough, founders can exclude a large share of the gain when they sell. That single move can dwarf years of pass-through savings.
When one person controls payroll, bank access, and reporting with no second set of eyes, that is where it goes wrong. In one publicly documented case, a company CFO pleaded guilty after failing to pay over $3.6 million in employee income and FICA tax withholdings. Independent oversight is not bureaucracy. It is what catches a problem while it is still small.
Sources: U.S. Department of Justice; U.S. Bureau of Labor Statistics, 2024
This tends to fit if you:
You do not need your books in perfect order to start, and there is no wrong moment to bring in this kind of leadership.
Every engagement begins with a custom proposal built around your situation, not a package pulled off a shelf. What changes is the feeling of opening a report and knowing exactly what to do with it.
Book a confidential consultation. We will tell you quickly whether an outsourced CFO is the right step, and what it would look like for your business.
