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Not an Accounting Firm. A Financial Operations Partner.

We Diagnose First. Then We Prescribe.

Most firms sell you a package. We start with a close look at your business, your problems, and your goals, then build a custom solution that actually fits.

Start Your FRA Calculate My Savings

Cookie-Cutter vs. Custom Solutions

How Most Firms Work

1 "Here are our 3 packages"
2 Pick Bronze, Silver, or Gold
3 Pay for services you don't need
4 Miss services you actually need
5 Wonder why nothing improved
VS

How Today CFO Works

1 Study your actual business
2 Identify your specific problems
3 Build a solution for your goals
4 Pay only for what you need
5 Get measurable results

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.

12 months of financials analyzed
120 data points reviewed
Tax savings opportunities identified
Custom roadmap created
Learn More About Our FRA™

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

Tax inefficiencies
Messy books
Cash flow gaps
Growth blockers
Owner time sinks
Visibility problems

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.

First bonded work

Specialty subcontractor

Winning work under a general contractor for the first time

What the assessment finds
A chart of accounts with no job level underneath it
Retainage sitting in receivables, looking collectible
No schedule of values to bill a pay application against
What gets built
Job-level books First WIP schedule Tax planning
What changes

A pay application that goes out on time and gets paid, and a first WIP schedule that exists before a surety asks for one.

Established contractor

Commercial general contractor

Bonded, running several jobs at once

What the assessment finds
A work-in-progress schedule built once a year, for somebody else
Job margin discovered at closeout rather than while it can be managed
Cash timing driven by draws and retainage nobody is forecasting
What gets built
Monthly WIP Cash forecast Sub compliance
What changes

Fade visible at forty percent complete instead of at closeout, and a bonding submission the agent can present without rebuilding it first.

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.

Includes
  • Monthly reconciliation
  • Expense categorization
  • Financial statements
  • AP/AR management
Best For

Businesses $500K-$3M who need financial foundation

Tax Planning

Proactive tax strategy that finds savings year-round, not just at filing time.

Includes
  • Quarterly planning calls
  • Entity optimization
  • Deduction maximization
  • Estimated tax management
Best For

Any business leaving money on the table

CFO Advisory

Strategic financial leadership to help you scale, without the $300K salary.

Includes
  • Monthly strategy calls
  • Cash flow forecasting
  • KPI dashboards
  • Fundraising support
Best For

Businesses $3M+ who need strategic guidance

From First Call to Custom Solution

Here's exactly what happens when you work with us.

1

Discovery Call

We learn about your business, goals, and pain points.

30 minutes
2

FRA Deep Dive

We analyze 12 months of financials across 120 data points.

2 weeks
3

Findings + Proposal

We present what we found and recommend a custom solution.

1 hour
4

Implementation

We get to work solving your specific problems.

Day 30

Ready for a Real Diagnosis?

Stop paying for cookie-cutter packages that don't fit. Let's find out what your business actually needs.

Start Your Financial Risk Assessment Calculate My Savings

Free for qualified businesses. If we don't find at least $10K in opportunities, you pay nothing.

No cookie-cutter packages Solution built for your business No contracts, ever