Plan cash and spending
Build a useful cash forecast, make assumptions visible, and understand the financial impact of hiring, pricing, and investment decisions.
Experienced CFO support for small businesses, nonprofits, and growing companies that need help with cash, profitability, and important decisions. We also work with venture-backed teams, including biotech. Start with the decisions you face and agree on the level of support you need.
Book a 20-minute intro callBuild a useful cash forecast, make assumptions visible, and understand the financial impact of hiring, pricing, and investment decisions.
Establish management reports and a review cadence with your accountant, bookkeeper, or internal finance team.
Compare scenarios, understand margins and financial risks, and prepare clear information for owners, boards, or investors.
Define the priorities, deliverables, meeting cadence, decision boundaries, and monthly fee. Bookkeeping, tax work, and administrative coverage are scoped separately.
Ongoing CFO support is priced after understanding your priorities, financial complexity, and required availability. A focused planning or reporting project can be a useful first step.
Tell us about the repeated task, the tools that don’t connect, the project that’s stuck, or the numbers you need to understand.
Book a 20-minute intro call We’ll talk through your priorities, whether we’re a fit, and a sensible next step. No preparation needed.