For businesses doing $1M–$50M in revenue

CFO-Level Financial Leadership Without the Full-Time Cost

You've outgrown QuickBooks and DIY bookkeeping. But you don't need a $200K CFO sitting in a seat 40 hours a week. You need expertise on demand—clean financials, cash flow visibility, and strategic guidance when it matters.

No commitment. 30-minute call to see if we're a fit.

Stuck in the Gap?

Most growing businesses hit a wall between $1M and $50M in revenue. The financial setup that got you here won't get you where you're going.

What You're Dealing With

Financials you don't fully trust

No clear picture of your cash position

Scrambling when the bank or investors ask questions

Making hiring and expansion decisions on gut feel

Paying a full-time CFO salary you can't justify

What You Actually Need

Clean, accurate financials every month

Real-time cash flow visibility

Someone who can talk to your bank and tax preparer

Strategic guidance on when to hire, expand, or pull back

CFO expertise without the full-time overhead

Right-Sized Financial Leadership

Get exactly the level of support you need—from reliable bookkeeping to strategic CFO guidance—and scale up as you grow.

Staff Accountant

Foundation

Monthly bookkeeping & reconciliation
Clean, organized financials
Basic financial reports
Tax-preparer ready files

Controller

Visibility

Everything in Staff Accountant
Cash flow forecasting
Budget vs. actual analysis
Monthly financial review calls
Most Popular

CFO

Strategy

Everything in Controller
Strategic planning & scenario modeling
Bank & investor communications
Hiring & expansion guidance

Built for Growing Businesses

We work with companies doing $1M–$50M in annual revenue who need financial leadership without the full-time cost.

Service Businesses

Agencies, consultancies, professional services

Contractors

Construction, trades, specialty contractors

E-commerce

Online retailers, DTC brands, marketplaces

Growing SMBs

Any business ready to scale with confidence

Ready for Financial Clarity?

Let's have a conversation. In 30 minutes, we'll understand your situation and tell you honestly if we can help.

No obligation. Just a real conversation about your business.